Customer Story Configuration (Managed Package)

Name

A unique name for the configuration. We recommend ParentObject_StoryObject.

• Opportunity_Event

• Account_Task

• Contact_Campaign

Parent Object Name

The Object on which the Customer Story will be displayed. This is the object where you’ll add the Customer Story component to the page layout.

• Account

• Contact

• Opportunity

• Household

Parent Object Field

Default is Id. Enter a different Id field from the Parent Object if you want to query story objects using something other than Id.

AccountId

Story Object Name

The Object that will be displayed as an item within the Customer Story.

• Case

• Task

• Event

• Campaign

• Opportunity

Story Object Filter

The Story Object Filter is an optional filter. For example, you can filter events on the story object so that no child events appear on the story.

isChild=false

Story Object Lookup Field

The foreign key within the Story Object that points to the Parent Object.

If a Junction Object exists, this is the foreign key in Junction Object pointing to the Parent Object.

• ContactId

• AccountId

Story Object Sort Field (required)

The field in the Story Object that determines where to place the item on the chronological timeline. Must be a Date or DateTime field.

• CloseDate

• LastModifiedTim

• StartDateTime

Sort Field Is Date

By default, we assume the Story Object Sort field is DateTime. If the field is not DateTime, check this box to indicate it’s a Date field.

• [Checked]-Date field used for sort

• [Unchecked]-DateTime used for sort

Story Object Reference Id

Only used for Order.

Has Owner

If the Story Object has a record owner and you would like it displayed on the card, check “Has Owner”.

• [Checked]

• [Unchecked]

Reference Object Name

If the required story is not the object specified in Story Object Name, specify the required story object in this field. Use the Reference Object Id to link this object and the object in Story Object Name. For example, if the story object name is CampaignMember, but you want to return Campaigns, use Campaign for the Reference Object Name and CampaignId for the Reference Object Id.

Campaign

Reference

Object Id

The object Id in story object pointing to reference object

CampaignId

Junction Object

The relationship between the parent object and story object is many to many through the junction object. A nested query is formed using the Junction Object.

EventRelation

Junction Lookup Field

The foreign key in the Junction Object pointing to the story object.

EventId

Junction Object Filter

The Junction Object Filter is an optional filter. For example, you can filter events on the story object so that only events where a contact did not decline appear on the story.

Status!='Declined'

Summary Fields

The fields on the Story object to display on the card, separated by commas.

Title:

Title_Highlight:

Subtitle:

Title:Subject,TitleHighlight:Type,Subtitle:Status

Detail Fields

The field displayed at the bottom of the card, under the title and subtitles. Can accommodate long text fields.

Description

Body

Navigation

Field

Name

Contains a URL. If this field is not null, clicking on the story card launches the URL.

ResumeLink__c

Indicators

The formula field for the Story Object to determine which icon is displayed on the card.

By default, Vlocity uses the same icons for the following Story objects:

• Event

• Policy

• Non-Held Policy

• Claim

• Campaign

• Opportunity

When you use one of the following Story Objects, you should specify a formula to indicate which icon to use - as the Objects have different icons for different statuses.

• Cases

• Orders

Status:StatusImageName__c,Priority:PriorityImageName__c