--- schema_version: "1" id: c3cbad97986f830577c588b53c4a6d25d41e9e14473fe7d203ba0196727c5ba9 title: Customer Story Configuration (Managed Package) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_customer_story_configuration.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_customer_story_configuration.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: da054da92f3bb6a21ed831f35ba06aea5cbfaf93eca1dd396a314f6ef1c0ae14 description: For the managed package runtime, the following tables describe the settings you can configure for customer story objects. products: - Omnistudio release: "264" --- # Customer Story Configuration (Managed Package) For the managed package runtime, the following tables describe the settings you can configure for customer story objects. ![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US).

Field

Description

Sample Values

Name

A unique name for the configuration. We recommend ParentObject_StoryObject.

  • Opportunity_Event

  • Account_Task

  • Contact_Campaign
To import standard customer story configuration settings from Static Resources in your org, see [Import Customer Story Configuration Settings (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_import_customer_story_configuration_settings.htm&release=264.0.0&type=5 "For the managed package runtime, before updating a Customer Story Object Configuration for a new Customer Story, you can import the standard Customer Story Object Configuration from Static Resources. Download as a JSON file to upload to an object's home page."). **Parent Object**

Field

Description

Sample Values

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**

Field

Description

Sample Values

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**

Field

Description

Sample Values

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**

Field

Description

Sample Values

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'
**Card Details**

Field

Description

Sample Values

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
**Icon (mobile only)**

Field

Description

Sample Values

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