AccountOverviewLayouts
Specifies custom layout configurations used to render account overview screens, tailored to different user roles or business needs. It is stored in the 'account_overview_layout__v' object.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the account overview layout record within the system. This is used internally to track and reference the record. |
| Account Overview Layout Type | String | True |
Specifies the Vault object type associated with this account overview layout. This value determines how the layout behaves and which record types it applies to. |
| Global ID | String | True |
System-generated global identifier used to ensure uniqueness of the layout record across multiple Vault environments. |
| Link | String | False |
System-generated hyperlink that provides direct access to the account overview layout record within the Vault user interface. |
| Account Overview Layout Name | String | True |
The name assigned to the account overview layout. This is typically a human-readable label used to identify the layout in configuration and selection lists. |
| Status | String | False |
Indicates the current lifecycle status of the account overview layout, such as Active, Inactive, or Deprecated. |
| Created By | String | True |
The username or identifier of the user who initially created the account overview layout record. |
| Created Date | Datetime | True |
Timestamp representing when the account overview layout was first created in the Vault system. |
| Last Modified By | String | True |
The username or identifier of the user who last modified the account overview layout record. |
| Last Modified Date | Datetime | True |
Timestamp representing the most recent modification to the account overview layout record. |
| Owner | String | False |
The Vault user or group assigned ownership of the account overview layout. Ownership typically affects permissions and responsibilities for maintaining the layout. |
| Legacy CRM Id | String | False |
Identifier used to map this layout to a corresponding record in an external legacy Customer Relationship Management (CRM) system. This is useful for data migration or integration purposes. |
| Mobile ID | String | False |
Identifier used by mobile applications to reference this account overview layout. Helps ensure compatibility across different platforms and device views. |