Unified Profiles Container (Public Beta)
Use Unified Profiles container capabilities to programmatically customize your agent experiences in Unified Profiles.
With the UnifiedProfilesContainer.ProfileTabs component, you can:
- Add a new custom tab
- Update the tab display name
- Remove an existing tab by child key
- Update the order (index) of the built-in tabs
All normal programmability actions (add, remove, replace) are also available for this component and its content.
Visit the docs to learn more about how to update the Flex UI programmatically.
The Unified Profiles container has the following child keys:
| Name | Key | Notes |
|---|---|---|
| Alert Banner | alert |
|
| Loading View | loading-view |
|
| Profile Header and Link Menu | profile-header-and-link-menu |
|
| Profile Highlights | profile-highlights |
|
| Profile Connector Tabs | profile-connector-tabs |
|
| Profile Not Found View | profile-not-found-view |
|
| Profile Unlink Modal | profile-unlink-modal |
|
| Search View | search-view |
|
Use ProfileHighlights to update the highlights component in your container.
Profile Highlights has the following child keys:
| Name | Key | Notes |
|---|---|---|
| Highlights Icon | highlights-icon |
|
| Highlights Title | highlights-title |
|
| Highlights Chevron | highlights-chevron |
|
| Highlights Summary | highlights-summary |
|
You can use ProfileHeader to update the profile header. For example:
Flex.UnifiedProfilesContainer.ProfileHeader.Content.remove("header-avatar");
Profile Header has the following child keys:
| Name | Key | Notes |
|---|---|---|
| Header Avatar | header-avatar |
|
| Header Text | header-text |
|
You can use ProfileHeaderText to update the profile header name and subtitle. For example:
Flex.UnifiedProfilesContainer.ProfileHeaderText.Content.remove("header-name");Flex.UnifiedProfilesContainer.ProfileHeaderText.Content.remove("header-subtitle");
Profile Header Text has the following child keys:
| Name | Key | Notes |
|---|---|---|
| Header Name | header-name |
|
| Header Subtitle | header-subtitle |
|
To reorder an in-house tab first in the container and rename it, add the following code to your plugin:
1Flex.UnifiedProfilesContainer.ProfileTabs.defaultProps.crmViewTabProps = {2label: "Custom CRM",3index: 14};56Flex.UnifiedProfilesContainer.ProfileTabs.defaultProps.timelineViewTabProps = {7index: 28};910Flex.UnifiedProfilesContainer.ProfileTabs.defaultProps.profileViewTabProps = {11index: 312};
Note that you must set all container tabs together to reorder them.