Use the xConnect dashboard
Review settings, counts, readiness, account/widget details, extensions, recent calls and provisioning jobs.
Exact navigationAdmin Area → Setup → xConnect
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Review settings, counts, readiness, account/widget details, extensions, recent calls and provisioning jobs. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Setup → xConnect.
- Locate the record, setting or action used to use the xconnect dashboard.
- Complete the displayed fields or controls exactly as described in this guide.
- Select the available save, submit, update, call, sign, upload or confirm action.
- Return to the related register, portal, dashboard or call panel and verify the recorded result.
Fields, choices and supported possibilities
Dashboard evidenceReview settings, counts, readiness, account/widget details, extensions, recent calls and provisioning jobs.
Code-backed validations and workflow rules
- Statistics are refreshed from stored xConnect records and runtime reconciliation where available.
Expected result and verification
- The use the xconnect dashboard workflow completes without a validation, permission or availability error.
- The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
- Any client-visible or public result appears only where the code explicitly allows it.
Security, privacy and operational checks
- Use a controlled test case, contact, extension or website origin before production rollout.
- Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.