Add Telecom Customer 360 to any record page
Follow this procedure to add the Customer 360 to any record page and enable recommended actions and diagnostics in the contextual side panel.
Before you begin
Role required: sn_telecom_c360.admin
About this task
This variant provides two page collections that can be added to any record page:
- Telecom Customer 360 Main Tabs: Adds a Customer 360 tab to the main tab area of the record page.
- Telecom Customer 360 Contextual Side Panel Tabs: Adds Recommended Actions and Run Diagnostics icons to the contextual side panel.
Note:
- The Telecom Customer 360 tab and contextual side panel icons are visible only to users with the
sn_telecom_c360.userrole. - The Recommended Actions and Run Diagnostics options are displayed only if the record context is a consumer or a customer account.
Procedure
Result
You will see the Customer 360 tab on the record page to which the page collections have been added. When you navigate to this tab, the Recommended Actions and Run Diagnostics options appear in the contextual side panel.