Loading
Salesforce now sends email only from verified domains. Read More
Communications Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configuration of Custom Topics and Defaults for the Displaying Picklist (Managed Package)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Communications Cloud

            Configuration of Custom Topics and Defaults for the Displaying Picklist (Managed Package)

            Customize the Displaying picklist in Enterprise Sales Management by defining custom topics and default selections for the Summary tab and Location and Subscriber tables by using integration procedures in Classic and Guided journeys.

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Set a New Topic in the Displaying Picklist for the Summary Tab (Managed Package)

            To add custom lists or topics and set a default view for the Summary tab in Enterprise Sales Management, configure the Displaying picklist and specify the new Displaying picklist option as the default within the relevant integration procedure.

            Required Editions

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To add topics: Communications Cloud Admin
            To configure and set a default custom view for the Summary tab: Communications Cloud Admin
            1. From Setup, in the Quick Find box, enter Integration Procedures, and then select Integration Procedures.
            2. Open the active version of the relevant ESM Integration Procedure:
              • If you are configuring Enterprise quote views, in the search box, enter CustomViewSetup, and then select ESM_CustomViewSetup to open it.
              • If you are configuring Enterprise order views, in the search box, enter CustomViewSetupForOrder, and then select ESM_CustomViewSetupForOrder to open it.
            3. Go to the CustomViewFieldsMapper step. Within its elementValueMap node, add your new custom view option and the field details that it shows. Use this structure: 
              
      "elementValueMap": {
      // ... existing options
      "Your New Option Label": { // Descriptive label for your new view
      "your_field_api_name__c": { // API name of the primary field for this view
      "isEditable": true, // Or false as needed
      "isSearchable": false, // Or true as needed
      "isVisible": true,
      "label": "Your Field Label", // Label for the column header
      "type": "Text" // Or appropriate field type (Number, Date, etc.)
      }
      // Add more field definitions if this view shows multiple columns
      }
      // more existing options
      }
            4. Save and activate the integration procedure.

            Set a Default Topic in the Displaying Picklist for Summary Tab (Managed Package)

            Configure Enterprise Sales Management to set a preferred default view or topic that appears in the Displaying picklist for the Summary tab. This involves specifying your chosen option label as the default within the relevant integration procedure's elementValueMap node.

            Required Editions

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To add topics: Communications Cloud Admin
            1. From Setup, in the Quick Find box, enter Integration Procedures, and then select Integration Procedures.
            2. Open the active version of the integration procedure that's relevant to your context.
              • For Enterprise quote views, open ESM_CustomViewSetup.
              • For Enterprise order views, open ESM_CustomViewSetupForOrder.
            3. Go to the CustomViewsFieldMapperDefaultTopic step within the selected integration procedure.
            4. Within the selected integration procedure, locate the elementValueMap node. In this node, update the MemberDefaultTopic field to define the default view. Set the Product key to the label of your preferred default option.

              For example, here's how to set the default view to an option labeled My Preferred Product View.

              
      "elementValueMap": {
      "MemberDefaultTopic": {
      "Product": "My Preferred Product View" // Sets default product view
      }
      }
            5. Save and activate the integration procedure.
             
            Loading
            Salesforce Help | Article