The MDM serves as a central repository for storing structured data, such as customer information, product details, employee records, or any other data entities crucial to your business processes.
When users interact with the MDM detail page, they are presented with a comprehensive view of a specific record stored in the Master Data Model. This detail page is designed to provide in-depth information about the selected record, allowing users to review and manage its attributes efficiently.
In some scenarios, the information available in the MDM record might be extensive, containing numerous attributes and data points. To enhance user experience and ensure easy access to critical information, it's essential to present the most relevant and frequently accessed details prominently. This is where the Detail Page Toolbar comes into play.
For instance, imagine you have an MDM record representing a customer profile with attributes like "Customer Name," "Contact Information," "Address," and "Recent Transactions." When users open the MDM detail page for a particular customer, the Detail Page Toolbar can be customized to prominently display essential information like the customer's name and contact details. This way, users can quickly identify the customer they are working with and access their contact information without any additional clicks or actions.
Customizing the Detail Page Toolbar with specific information relevant to the selected record helps streamline navigation and enhances productivity within the application. It provides users with a clear overview of the record's vital details, making it easier for them to make informed decisions and take appropriate actions based on the information.
Steps
On the top right, navigate to → <<your solution>>
On the left, navigate to → Setup (1).
Navigate to Forms and Pages → Detail Pages(2).
There are three types of detail pages: Case, Party, and Task. The pages marked as Is Default (Yes) cannot be edited. Clone the detail page and edit the cloned page.
To edit a detail page, click the hyperlink on the name of the page. This will open the Case Detail Page Builder.
Select the MDM Field to add from the MDM Summary Fields and drop it into the header. In our example, we chose Credit Score.
In the pop-up window, add any additional information needed.
Select a different MDM Field if needed.
Save the element.
Save the Detail Page
Try it using Preview and validate that the MDM data is shown. In our example, Credit Score:654.
