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            Customize the Account Overview Section in Communications Service Console

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            Customize the Account Overview Section in Communications Service Console

            The Overview section provides an overview of the services associated with an account. By default, this section shows four services. It shows services that were modified most recently. Each service is shown on a separate card.

            The default configuration of the Overview section shows these details:

            • The service name

            • The service description

            • The unique identifier—for services where this attribute isn't applicable, nothing is shown.

            • The date of purchase

            • The status information—for example, ‘Purchased’

            • A Manage menu for editing service details

            To view and modify OmniStudio content from designers, including FlexCards and their data sources, you must install Salesforce Industries Communications, Media, and Energy (CME).

            To customize the Overview section, customize these FlexCards and their data sources:
            Flexcard Data Source Sample Input Required Input Sample Output Data Source Output Field Name Salesforce Field Name Used In
            SFIServicesWrapper sfi_GetServicesByAccountId (Integration Procedure) 
            {
"AccountId" : "001B000001RUBsBIAX",
"Status" : "Obsolete"
}

            • Account ID

            • Asset Status

            		 
            {
  "Service": [
    {
      "AssetName": "100GB Offer",
      "id": "02iB00000008jZ6IAI",
      "AccountId": "001B000001RUBsBIAX",
      "Status": "Purchased",
     "Description" : "100GB Offer with Free SIM",
    "ProductFamily" : "Mobile",
   "PurchaseDate" : "2022-11-01T12:54:45.000Z",
  "Status": "Purchased",
 "ServiceIdentifier" : "5678903445"
    }
  ],
  "ServiceListSize": 1
}

            • AssetName

            • AccountId

            • Description

            • id

            • ProductFamily

            • PurchaseDate

            • Status

            • ServiceIdentifier

            • ServiceListSize

            • Asset Name

            • Asset Acount Id

            • Asset Description

            • Asset Id

            • Asset ProductFamily

            • Asset PurchaseDate

            • Asset Status

            • Asset Uuid

            • Number of assets

            		 Middle column of the Account 360 page
            SFIServiceCard NA NA NA NA NA NA Middle column of the Account 360 page
             
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