Zumzum Financials Knowledge Base
Overview:
The Zumzum Accunt Record page is a template provided for you as the default lightning record page view for Sales Invoice in the Zumzum Financials Lightning App. This pre-configured template is designed to streamline and simplify the management of accounts within Salesforce, offering a robust and user-friendly interface. Users can clone this Lightning record page to create a customised version that meets their specific organisational needs. Once cloned and modified, these customisations can be deployed through change sets, ensuring that the tailored page is accessible and functional for your users.
Please note, all Zumzum lightning record pages are locked and may not be edited. This locking mechanism is in place to maintain the integrity and standardisation of the default templates provided by Zumzum. Consequently, while it might appear that you are editing the standard Zumzum Lightning record page, you are creating new copies of the page. This process can unintentionally result in multiple versions of a Lightning record page within your Salesforce organization. Please check your Salesforce org to see if you have multiple copies of a lightning record page on your object.
It is crucial to note that all Zumzum Lightning record pages are locked to prevent direct editing. Such duplicates can lead to confusion and clutter, making it essential to periodically check your Salesforce org to ensure there are no unintended duplicate record pages associated with your objects. By understanding these guidelines and functionalities, users can effectively manage and customise their Account Lightning record pages. This approach not only enhances the user experience but also helps in maintaining an organised and efficient structure within Salesforce. Leveraging the customisation capabilities of the Zumzum Account Record page allows organisations to tailor their invoice management processes, aligning them more closely with specific business requirements and workflows.
Description:
See below for the metadata settings of the Zumzum Account Record Page.
| Label | Developer Name | Page Type | Object | Template | Description | Enable page-level dynamic actions for Salesforce mobile app | Activation |
|---|---|---|---|---|---|---|---|
| Zumzum Account Record Page | Zumzum_Account_Record_Page | Page | Account | Header and Right Sidebar Template | The Zumzum Account Record page is a template provided for you. | False | Assignments:
Org Default False Zumzum Financials |
Zumzum Account Record Page Components
Use the list below to learn about the various components contained on the default Account Lightning Record page. Use these components and configurations to inspire you to create your own custom lightning record pages. Once you’ve created your own custom lightning record pages, please activate and assign them as your app or org default.
| Component Type | Component Name | Description | Filters |
|---|---|---|---|
| Activities | Activities | Placed in the Right Sidebar and shows a scrollable history of activities. | Shows up only if the Activity View is set to Activity Timeline for the org or user. |
| Compact Layout | Zumzum Sales Invoice | Default fields displayed are
Account Name |
None |
| Dynamic Quick Action | Automatic On Hold On | Set the Account On Hold Processing to Automatic – the Account trigger will decide to put the account On Hold to true or false | Show Automatic On Hold On quick action if
Field On Hold Type Not Equal to ‘Automatic’ AND Field Type Equal to ‘Customer’ |
| Dynamic Quick Action | Enforce On Hold Off | Override the automated trigger to set the account On Hold to false- set the account On Hold to false regardless of the balance to credit limit. | “Show Enforced On Hold Off quick action if
Field On Hold Type Equal to ‘Automatic’ Or Field On Hold Type Equal to ‘Enforced On’ AND Field Type Equal to ‘Customer’ |
| Dynamic Quick Action | Enforce On Hold On | Override the automated trigger to set the account On Hold – set the account to On Hold will be enforced, regardless of the balance to credit limit. | “Show Enforced On Hold Off quick action if
Field On Hold Type Equal to ‘Automatic’ Or Field On Hold Type Equal to ‘Enforced On’ AND Field Type Equal to ‘Customer’ |
| Dynamic Quick Action | Delete | Delete the Sales Invoice. Only visible when Total Debit or Total Credit are zero. | Show Delete quick action if
Field Total Debut Equal to ‘0’ |
| Dynamic Quick Action | Edit | Edit account details | none |
| Dynamic Quick Action | Send Statement | Generate a PDF of the customer transactions and either email or save to the account record. | “Show Send Statement quick action if
Field Type Equal to ‘Customer’ |
| Highlights Panel | Highlights Panel | Contains Dynamic Actions and displays fields from the Zumzum Sales Invoice Compact Layout. | None |
| Page | Zumzum Sales Invoice Record Page | Header and Right Sidebar Template | None |
| Related List Quick Links | Related List Quick Links | Easy access to related lists on the assigned Page Layout. | None |
| Tabs | Tabs | Placed in the main section and keeps content in a container including:
Related (Default) On the Right Panel |
Will only appear when the Account Type is “Customer” Sales Invoice Bank Receipts Bank Payments Will only appear when the Account Type is “Supplier” Purchase Invoice Bank Receipts Bank Payments
|
Learn more about Lightning User Interface Configuration and customise the Zumzum Financials Lightning User Interface.