Frontend
1. Actions
a. AddOpportunity
ensure action AddOpportunity kind: rowInsert
icon: "AddCircleOutlineRounded"
spreadsheet: OpportunitySheet
sendMessageToInbox: true
b. ViewOpportunities
ensure spreadsheet OpportunitySheet
ensure layoutSpreadsheet TableLayout kind: table
columnSizeSet: ["AutoSize"]
showComps: [Id, Name, AccountName, CloseDate, LeadSource, Amount, Type, Stage, Probability,
OrderNumber, TrackingNumber, MainCompetitors, DeliveryInstallationStatus, CurrentGenerator, Description]
ensure action ViewOpportunities kind: spreadsheetEditor
icon: "RemoveRedEyeRounded"
spreadsheet: OpportunitySheet
layoutSpreadsheet: TableLayout
c. EditOpportunity
ensure action EditOpportunity kind: rowInsert
spreadsheet: OpportunitySheet
sendMessageToInbox: true
2. Group actions
ensure group Salesforce
allowPromptAssistant: true
hideActionMenu: true
pinnedActions: [AddAccount]
actionPermission: {
'AddOpportunity': {
'menuGroup': 'Opportunity',
'roles': [
'Owner'
]
},
'ViewOpportunities': {
'menuGroup': 'Opportunity',
'roles': [
'Owner'
]
}
}