Configure the Objects Displayed in a Customer Story (Managed Package)

For the managed package runtime, configure Story Object Configuration when adding a Customer Story to a new page layout. For example, create new object configurations for the Opportunity object.

1. Navigate to Setup > Custom Settings in your org, and click Story Object Configuration.
2. Select Manage.
3. Select New.
4. Fill out the Story Object form. For example, for an Opportunity, enter the following data:

   • Name: Opportunity_Event

   • Detail Fields: Description

   • Parent Object Name: Opportunity

   • Has Owner: checked

   • Story Object Lookup Field: WhatId

   • Story Object Name: Event

   • Story Object Sort Field: StartDateTime

   • Summary Fields: Title:Subject,Title_Highlight:Type,Subtitle:Location

5. Click Save.
6. Click Back to List.
7. Repeat Steps 1-6 for Opportunity_Note and Opportunity_Task using the values below:

   • Name: Opportunity_Note

   • Detail Fields: Body

   • Parent Object Name: Opportunity

   • Has Owner: checked

   • Story Object Lookup Field: ParentId

   • Story Object Name: Note

   • Story Object Sort Field: LastModifiedDate

   • Summary Fields: Title:Title

   • Name: Opportunity_Task

   • Detail Fields: Description

   • Parent Object Name: Opportunity

   • Has Owner: checked

   • Story Object Lookup Field: WhatId

   • Story Object Name: Task

   • Story Object Sort Field: ActivityDate

   • Summary Fields: Title:Subject,Title_Highlight:Status,Subtitle:Priority,Type:Type

• Customer Story Configuration (Managed Package)
  For the managed package runtime, the following tables describe the settings you can configure for customer story objects.
• Import Customer Story Configuration Settings (Managed Package)
  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.