Frontend
1. Actions
a. AddAccount
ensure action AddAccount kind: rowInsert
icon: "AddCircleOutlineRounded"
spreadsheet: AccountSheet
b. ViewAccounts
ensure spreadsheet AccountSheet
ensure layoutSpreadsheet TableLayout kind: table
columnSizeSet: ["AutoSize"]
showComps: [Id, Name, AccountNumber, BillingState, Phone, AccountSite, Type, Industry, Owner]
ensure action ViewAccounts kind: spreadsheetEditor
icon: "RemoveRedEyeRounded"
spreadsheet: AccountSheet
layoutSpreadsheet: TableLayout
c. EditAccount
ensure action EditAccount kind: rowInsert
spreadsheet: AccountSheet
sendMessageToInbox: true
2. Group actions
ensure group Salesforce
allowPromptAssistant: true
hideActionMenu: true
pinnedActions: [AddAccount]
actionPermission: {
'AddAccount': {
'roles': [
'Owner'
]
},
'ViewAccounts': {
'roles': [
'Owner'
]
}
}