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Robbi Converse
Can an API call display an object based on the user's selected view?
An incoming phone call generates and API call that brings up the caller's account. Is it possible to have the displayed object match the Salesforce user's selected view (Classic View or Lightning vs. Service Console View)?
The current API call:
<ValidRecord>true</ValidRecord>
<ActiveAccount>true</ActiveAccount>
<SalesDistrict>40</SalesDistrict>
<PriorityCode>Platinum +</PriorityCode>
<PriorityAccount>true</PriorityAccount>
<AccountLead>smithjo</AccountLead>
<IsmNumber>-</IsmNumber>
<BrandsSelling>
<Equip1>true</Equip1>
<Equip2>true</Equip2>
<AppEquipment>true</AppEquipment>
</BrandsSelling>
<Specialty>false</Specialty>
<AccessUrl>https://na8.salesforce.com/object_ID</AccessUrl>
</ExtendedAccountLookupResult>
In the Service Console View, the object displays in Classic View style within the Console. However, because not all users use the Console View, we would like to have the process be smart enough to display according to the user's selection.
I'm not sure this is clear as I am not very familiar with the whole process. Happy to answer questions to further clarify what is needed.
The current API call:
<ValidRecord>true</ValidRecord>
<ActiveAccount>true</ActiveAccount>
<SalesDistrict>40</SalesDistrict>
<PriorityCode>Platinum +</PriorityCode>
<PriorityAccount>true</PriorityAccount>
<AccountLead>smithjo</AccountLead>
<IsmNumber>-</IsmNumber>
<BrandsSelling>
<Equip1>true</Equip1>
<Equip2>true</Equip2>
<AppEquipment>true</AppEquipment>
</BrandsSelling>
<Specialty>false</Specialty>
<AccessUrl>https://na8.salesforce.com/object_ID</AccessUrl>
</ExtendedAccountLookupResult>
In the Service Console View, the object displays in Classic View style within the Console. However, because not all users use the Console View, we would like to have the process be smart enough to display according to the user's selection.
I'm not sure this is clear as I am not very familiar with the whole process. Happy to answer questions to further clarify what is needed.