Configure Object Manager for Policy Status and Policy Error Logs

Prev Next

Configure the Object Manager to view Fullcast Policy Status or Policy Error Logs and understand the status of the policy after their execution in Salesforce.

Note

The following steps configure both Fullcast Policy Error Logs and Fullcast Policy Status. Ensure you select the appropriate options based on the policy you configure.

  1. In Salesforce, navigate to Setup > Object Manager.

  2. Select one of the following to configure:

    1. Fullcast Policy Status

    2. Fullcast Policy Error Logs

      Figure 1. Fullcast Policy Status Callout

  3. From the Details section select Lightning Record Pages.

  4. On the left side of the record page section, select New.

  5. In the new page, select Record Page and click Next.  

    Figure 2. Record Page Option

  6. Add a label for the object that you are going to set up. 

  7. In the Object section, select the appropriate object for the policy:

    1. Fullcast Policy Status

    2. Fullcast Policy Error Logs

  8. Click Next.

  9. Select Clone Salesforce Default page.

  10. Click Finish.

    Figure 3. Clone Salesforce Default Page

  11. From the components section on the left, find Custom - Managed section and select the appropriate options:

    1. Policy Status Comments.

      Figure 4. Policy Status Comments

    2. Policy Error Logs Comments

  12. Drag and drop Policy Status/Policy Error Logs Comments, where you want them to display on the page.

    Note

    You can remove or keep the other details tab that are available as needed.

  13. Click Save

  14. In the confirmation window click Activate to immediately make the page visible for the users.

    Note

    If you want to activate the page at a later time, click cancel from the confirmation window and then click the Activation option to the left of Save.

  15. On the Activation page, select Assign as Org Default.

    Figure 5. Assign as Org Default Callout

  16. On the Assign form factor page, select the format on which you want your org page available.

    Figure 6. Assign form Factor

  17. On the next screen, review your assignment and click Save

The Object Manager for your Policy is now configured.