Configure USAM Contact Popover Related Lists
You can configure what shows up on your popover.
For more information on the popover, see Configure USAM Contact Popover.
There is a platform limitation for the current implementation. These limitations mean you can not add more than 20 Related Lists.
Icons on Related Lists
Object icons shown in the popover are based on Object Tab's icons.
The default icon ("standard:default" SLDS icon) will be shown in the following circumstances:
- If there is no Object tab.
- If Object Tab contains a non-SLDS icon.
For a list of supported icons, see https://www.lightningdesignsystem.com/icons/.
Supported and Unsupported Fields/Objects for Related Lists
Supported Fields/Objects
Supported Objects
Below is a list of supported Objects in the Related Lists section of the popover:
- All custom objects managed by the TR1 package
- All custom unmanaged objects
- Standard Objects:
- Cases
- Opportunities
- Accounts
A business entity/company - ContentVersions
Supported Case Fields
- CaseNumber
- BusinessHoursId
- Origin
- Reason
- IsClosed
- IsClosedOnCreate
- ClosedDate
- CreatedDate
- IsEscalated
- OwnerId
- ParentId
- Priority
- Status
- Subject
- Type
- SuppliedCompany
- SuppliedEmail
- SuppliedName
- Name
- CreatedById
- LastModifiedById
- CreatedDate
- LastModifiedDate
Supported Opportunity Fields
- Name
- Amount
- CloseDate
- IsClosed
- CreatedDate
- ExpectedRevenue
- Fiscal
- FiscalQuarter
- FiscalYear
- CreatedById
- LastModifiedById
- CreatedDate
- LastModifiedDate
- ForecastCategory
- LastActivityDate
- LeadSource
- NextStep
- Probability
- TotalOpportunityQuantity
- StageName
- Type
- IsWon
Supported Account Fields
- Name
- BillingAddress
- ShippingAddress
- Phone
- AccountNumber
- Site
- AccountSource
- Type, CleanStatus
- CreatedDate
- NumberOfEmployees
- Fax
- Industry
- LastActivityDate
- Ownership
- ParentId
- Rating
- Sic
- AssetId
- TickerSymbol
- Tradestyle
- Type
- Website
- YearStarted
Supported Content Version Fields
- Title
- CreatedDate
- LastModifiedDate
- FileExtension
- ContentSize
- OwnerId
Unsupported Fields/Objects
Unsupported Objects
Below is a list of unsupported Objects in the Related Lists Section of the popover:
- Notes & Attachments
- Open Activities
- Activity History
- Files
- Other standard object-related lists are not listed in Object Manager and do not have direct relations to the Contact object (eg Attachment has Parent Id which is generic for many object types).
Parent relation fields are not supported for any type of object except Name or Id fields.
Unsupported Standard Fields
Last Modified by Alias is the only unsupported field.