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Add a Customer Story to a Page with the Story-SLDS Component (Managed Package)
For the managed package runtime, add a Customer Story to an Account, Contact, Household, or Opportunity page layout
with the story-slds component. Display a timeline of all
interactions with a customer in a single, chronological feed.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Before You Begin
-
Configure the objects displayed in the customer story. See Configure the Objects Displayed in a Customer Story (Managed Package).
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Activate the story-slds component. See Activate the Story-SLDS Component (Managed Package).
- To add the story-slds component to a Lightning page, open an Account, Contact, Household, or Opportunity record and click Edit Page from the Setup menu.
- Drag the story-slds component from the list of Custom components in the Components pane onto the canvas.
- Click Save.
- Add a New Object to the Story-SLDS Component (Managed Package)
For the managed package runtime, clone and modify the story-slds card layout to add a new story object to the Customer Story timeline. The Vlocity Customer Story displays a timeline of all interactions with a customer in a single, chronological feed. Update the maximum number of records returned per story object with the pageSize parameter. - Activate the Story-SLDS Component (Managed Package)
For the managed package runtime, to display a Customer Story on a Lightning or Community page, the story-slds component must be active. The story-slds component displays a timeline of all interactions with a customer in a single, chronological feed.
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