MCP Server for Vault CRM

Build 25.0.9440

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.

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Build 25.0.9440