How do I create an X-Page?

When creating an X-Page, the method you select determines your starting point, how you arrange and build the page, and whether you can edit it later using X-Pages Studio’s native tools.

Here’s a summary of the key differences:

Method Staring Point Primary Use Case Native Editability

New Page

A blank canvas

Creating a unique X-Page with full control by adding and arranging all data elements 

Fully editable in X-Pages Studio

New Page from Studio Template

A pre-configured X-Page template

Quickly creating a standard, pre-defined X-Page that serves a specific use case

Fully editable in X-Pages Studio

New Page/Custom Page from File

Determined by the external .zip file containing custom code

Deploying developer-created X-Pages

Not editable in X-Pages Studio. Only content created in Studio can be edited in Studio.

Now let’s follow Amy as she creates and deploys an X-Page using a template.

  1. Select the Opportunity Overview template.

  2. Select Use Template.

  3. Populate each field in the modal.

  4. Select Create.

  5. Navigate to the Layout tab.

  6. Click-and-drag a Dropdown element into the page.

  7. Specify the drop-down data as Product Dropdown.

  8. Select Save.

  9. Navigate to the Preview tab.

  10. Navigate to the Deploy tab.

  11. Select +New.

  12. Verify the populated fields and select Deploy.