Proff Connect includes multiple Lightning Web Components (LWCs) designed to visualize complex company data in a user-friendly way. These components can be placed on either the Account record page or the Company Insight record page using the Lightning App Builder.
Component Overview & Dependencies
The table below describes the available components and their requirements for displaying data.
|
LWC |
Location |
Dependency |
|---|---|---|
|
Company Insights |
Company Insight & Account |
None on Account. Company Insight needs to exist to place see the LWC on Account. Meaning you either need to have "Always Store" in General Setup for Company Insight storage option or have created an Company Insight record using this LWC on the Account. |
|
Announcements |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Company Main |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Company Roles |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Financial Data Balance Sheet |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Financial Data Overview |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Financial Data Tables |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Mortgages |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Public Listings |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Shareholders |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Subsidiaries |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
|
Trials |
Company Insight & Account |
Read-Only LWC needs to have records created either with "Always Store" in General Setup or through the Company Insights LWC |
NOTE
All companies does not have data in all of these categories. Some of the LWC will display "No data available" in those cases.
IMPORTANT: All components (except the primary "Company Insights" LWC) are Read-Only. They depend on data being stored in the "Company Insight" object. This happens automatically if "Always Store" is enabled in General Setup, or if a user triggers a data fetch via the primary Company Insights LWC.
Fetching & Viewing Data
We recommend using the Company Insight LWC as your primary tool. It provides a complete 360-degree overview and allows users to fetch fresh, real-time data from Proff with a single click.
This component is the only way to manually fetch "Child Records" (such as Shareholders, Financials, and Roles) if the "Always Store" option is disabled in your Proff App Settings.
Optimizing Your Page Layout
To maintain a clean and efficient user interface on the Account record page, we recommend the following setup:
-
Create a Custom Tab: Use the Lightning App Builder to add a new tab named "Proff Insights" or "Company Data" to your Account page layout.
-
Add Components: Place the Company Insight LWC inside this tab.
-
Result: This allows your sales team to quickly toggle between standard CRM data and deep Proff business intelligence without cluttering the main record view.
Strategic Component Placement
While we recommend using a dedicated tab for the full data set, you can also place specific "child components" strategically on your page layouts for instant visibility.
-
Quick Insights: Place the Key Figures or Balance Sheet or other desired components directly on the page to give users immediate access to key metrics as soon as they open the Account.
-
Flexibility: This allows you to tailor the interface to your team's specific workflow, ensuring the most relevant Proff data is always front and center.