Category: AppExchange

Show Your Data in Datatable, Map or Tile Format Inside Flow

In this post, I am going to show you one of the most powerful AppExchange flow solutions built by Salesforce Labs. If you ever needed to display a collection of records in some format, mostly in datatable format to the user and provide options to the user to select records from that list and finally perform some actions based on those selected records, then this AppExchange pre-built flow solution is your going to be your friend. 😃Check out my youtube channel for more Salesforce Videos here.All about Salesforce Release – Spring 21 hereThe name of the solution is Flow Datagrid Pack. With this solution, you have the power now to display your collection of records in three different formats -Data Grid – Basically displays the records in a multi-select datatable.Tile Grid – Displays in multi-select (configurable) tiles format.Map Grid – Displays multi-select markers on map where you need to display records on the map. Ex: Display a list of accounts in Ontario within the map.Let’s configure this flow solution for a basic use case.Use Case:Need a solution where all the contacts from an account will be displayed in datatable and the user can select from the list. Based on the selected contacts, only those contacts should be displayed on the next screen.Solution – Flow:I build the below flow using the Flow Datagrid pack.Here are the steps -Fetch Associated ContactsIn this...

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New AppExchange Component || Activity Timeline || View related records in a whole new way

Salesforce Labs published a new Lightning Web Component named “Timeline”. It will display the related records in a totally different way i.e. in a timeline fashion.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsI installed this in my developer org and this post is about how to configure this component.Pre-requisite: Enhanced Email should be enabled in the org.Here are the steps:Permission Set Assign the permission set “Timeline User” to the users.Update Timeline Configurations Page LayoutOpen the Timeline Configuration Page Layout and in the related list – Timeline Child Objects, include the New button.Create Timeline Configuration recordLet’s say we want to include this component in Account record page. So we will first create the Time Configuration record like below -Create Timeline Child recordsLet’s say we want to display Contact and Opportunities in Activity Timeline. So we will create two Timeline Child records like below -Note – Here is the quip document explaining the field details. LinkInclude the component – Activity Timeline in Account record page Here comes the new view of the related recordObservation(as of today): Fields are not getting displayed properly while expanding the individual items in the Activity Timeline. I informed Salesforce Labs Team about the issue. Will update this post based on the response.Overall this is a very cool component published by Salesforce Labs and I am quite sure this will...

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