CX (customer experience) Studio is a low-code/no-code module that makes it simple for users of all experience levels to create and edit pages, layouts, and applications. CX Studio's user-friendly interface and simple drag-and-drop features enable non-programmers to create powerful solutions that meet their objectives, increasing efficiency and productivity in a range of business operations.
Overview of the CX Studio UI
To open CX Studio, navigate to the App Launcher (
) icon from the top left corner > Apps > CX Studio. By default, a list of pages is displayed.
| Feature | Description |
|---|
| Pages | Allows creating custom pages without writing any code. For example, if you want to create a list page with user data, account data, or custom object data, you can do so by selecting the entity and dragging a grid into your page. You can also connect different custom or non-custom pages using custom actions at the top of the page. |
| Object Layouts | Allows creating templates or layouts that can be reused to create multiple pages. For example, if you want five pages with the same layout, you can create the layout in CX Studio, save it, and use it for any number of pages. Custom actions can be added to these layouts. Additionally, admins can edit the layout on the go using CX Studio Lite while opening any of the pages. |
Examples of Using CX Studio's Key Features
The table below provides examples of how to use some of the key features of CX Studio:
| Category | Use case description |
|---|
| Validation and visibility rules | Configure validation rules for contracts: - If a user enters a currency value, they must select a currency type, or the system displays an error message.
- For contracts with the agreement type "MSA," display the "Additional Information" section.
|
| User role and record type based layout | Configure and assign different layouts based on user roles and record types. - Sales users view only the "Basic" section, not the "Terms and Renewals" section.
- Contract Managers view both the "Basic Information" and "Terms and Renewals" sections.
|
| Custom actions on pages | Add a custom action to validate contracts. When action button is clicked, trigger a workflow that assigns the current logged-in user as the owner if the owner field is empty. |
Key Features:
- No-Code/Low-Code Solution: Customize applications, create custom pages, and modify layouts with minimal coding skills. Utilize out-of-the-box templates and a drag-and-drop interface for quick and efficient design.
- Role-Based Layouts: Create dynamic custom pages that provide personalized views of records based on the roles and permissions of the logged-in user.
- Form Builder: Enhance data collection processes with a user-friendly drag-and-drop interface, improving overall efficiency in sales and marketing operations.
Select one of the following topics for more information on the options and actions available on the user interface: