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Learn more about X-Pages Business Portals

You might be interested in learning more about using the features for X-Pages Business Portals. You can start here:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge - Deploy an X-Page as a Business Portal

Let’s deploy an X-Page Business Portal using the Account Plan template.

Things you’ll need to know:

  • You are starting from the Page Templates tab of the X-Pages Studio

  • You have already downloaded the Account_Plan_Business_Portal.zip file from the Vault CRM Developer Portal.

  • You are using the Test User, andy.admin@verteo.com

  1. Select Import Page Template.

  2. Populate the Page Template Name field.

  3. Upload the Account_Plan_Business_Portal.zip file.

  4. Select the Test User, andy.admin@verteo.com.

  5. Select Create.

  6. Select Save.

  7. Navigate to the Pages tab.

  8. Select New Page from Template from the New Page drop-down menu.

  9. Populate the New Page modal.

  10. Select Create.

  11. Select Save.

You can verify the Business Portal page is published by selecting the drop-down arrow next to the report version.