Configure USAM Tabs View for Results Panel

Tabs on the second panel can be customized.

  1. Navigate to Setup > Custom metadata types > Search & Match Tab Configuration Custom Metadata Type.
  2. Fill out the appropriate fields:
    • Field “Filter Field” (textbox): An API name of the Contact field used to identify records that will be displayed in the tab.
    • Field “Filter Field” (textbox): If the value of the field (specified by "Tab X: Filter Field") on a Contact record matches this value, the record will be displayed in the tab. Ignored for Favorites and Exclusions.
    • Favorites Tab (picklist): Indicates tab to display Favorites.
    • Exclusions Tab (picklist): Indicates tab to display Exclusions.
    • Visible (checkbox): can hide Tab5 or Tab6 in case it set to true.