Congrats!

You've learned all about X-Pages Studio, including how to create new content, import and update templates, and deploy your visualization to Vault CRM.

Learn more about X-Pages Studio

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

Flight Simulator

Let’s practice! Now that you’ve learned the basics of X-Pages Studio, try these exercises.

Challenge 1 - Create a visualization using a Studio template

Let's say you want to create a visualization showing account information by territory for each user. And you want to create it quickly. You'd use a template, right?

  1. Select the Templates tab on the home page to display the template library.
  2. Select the drop-down menu for the Commercial Territory template.
  3. Select New Content from Template.
  4. Enter the Content Name.
  5. Select OK.

To view your new content, select the Page tab, then select Preview.

Challenge 2 - Customize your new visualization

So your new visualization is pretty good, but you want to make just a few changes to it to make it more personalized for your users.

  1. Select the new page you just created from the Content tab.
  2. Select the Page tab.
  3. Select Configuration.
  4. Select the delete icon next to "Top CLM Presentations."
  5. Select OK.

To view your new content, select Preview.