Merge 94563a5 into feature/indicator-builder

SFDO-Community · Apr 30, 2024 · 7632d03 · 7632d03
2 parents 37c90ea + 94563a5
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diff --git a/README.md b/README.md
@@ -3,7 +3,6 @@
 
 With Salesforce Indicators, you can visually highlight important data at a glance, making it easy to focus on what matters most. This Custom Metadata driven Lightning Web Component is all about making key details pop, and giving you lightning-quick insights at a glance on your Salesforce records. 
 
-
 Features:
 * Visualize your data - Display key details in a visually engaging and clutter-free manner, allowing users to quickly understand important information on the record, summarize related records, or highlight exceptions.
 * Make your data come alive - Add a mix of Salesforce and custom colors to match your branding to create visually appealing indicators for your Lightning pages giving your users a more engaging experience.
@@ -14,38 +13,39 @@ Salesforce Indicators is part of the [Salesforce Open Source Commons](https://he
 
 ## Latest Release
 * [Install Salesforce Indicators](https://install.salesforce.org/products/indicators)
-* [Release Notes](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Release-Notes)
+* [Release Notes](https://sfdo-community-sprints.github.io/indicators-documentation/docs/release-notes/)
 
 ## Project Documentation
-* Documentation can be found in the repository [Wiki](https://github.com/SFDO-Community/Salesforce-Indicators/wiki).
-* Check out the [Cookbook](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Cookbook) to help you build Indicators that work for your org.
+* Documentation can be found on our [Documentation Site](https://sfdo-community-sprints.github.io/indicators-documentation/).
+* Check out the [Getting Started with Salesforce Indicators](https://sfdo-community-sprints.github.io/indicators-documentation/docs/getting-started/) page to help get started with how to set up Salesforce Indicators in your org.
 
 ## Ask Questions and Get Help
 * Salesforce Indicators is a community built and maintained Salesforce package, please help support this project and share your experiences in the [Trailblazer Community Group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4?tab=discussion). Ask any questions about the Salesforce Indicators project, or the Open Source Commons.
-* If you have any enhancements or issue you can [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues).
+* If you have any enhancements or issue you can [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues)..
 
 ## Vision & Goals
 * Enhance the current Indicators Bundle Component to improve the experience for Admins and Users.
 * Complete the documentation with different recipes to help Admins get up and running quickly.
 * Showcase and review different apps you can use to achieve similar results, and show how you will probably want to use Salesforce Indicators anyway.
 * Build our planned Components - these components are built on the same Custom Metadata framework and just show the data in different ways:
-  * A Grid Component to quickly show your users excptions or a checklist of fields on the record. Optionally show field values, a custom message for each field, and if the field has an exception. 
+  * A Grid Component to quickly show your users excptions or a checklist of fields on the record. Optionally show field values, a custom message for each field, and if the field has an exception.
   * A Panel Component to provide more value and features than the standard record highlights panel horizontally, or a panel that display the key data vertically.
 
 # How to Contribute:
 - [Install Salesforce Indicators](https://install.salesforce.org/products/indicators)
-- [Set up the Indicator Bundle](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Indicator-Bundle)
+- [Set up Salesforce Indicators](https://sfdo-community-sprints.github.io/indicators-documentation/docs/setup-salesforce-indicators/)
 - Ask any questions on our [Trailblazer Community Group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4?tab=discussion)
-- Add your own Recipes to the [Cookbook](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Cookbook) and 
-- Add reviews of any [similar or competitor components](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Other-Apps-and-Components-to-Enhance-Your-Org)
-- [Volunteer](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/How-to-Volunteer) to enhance the code
+- Add your own [Recipes](https://sfdo-community-sprints.github.io/indicators-documentation/docs/recipes/) to our documentation
+- Add reviews of any [similar or competitor components](https://sfdo-community-sprints.github.io/indicators-documentation/docs/components/other-solutions/)
+- [Volunteer](https://sfdo-community-sprints.github.io/indicators-documentation/docs/getting-involved/how-to-volunteer/) to enhance the app
 - [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues)
 - Join us at an upcoming [Salesforce Commons Community Sprint](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GwVK?tab=discussion)
 
 ## Project Acomplishments
-* Rebuilt the component to support Custom Metadata Types
+* Built the component to support Custom Metadata Types
 * Enhancements to the Indicator Bundle Component
 * The Indicator Key compnent and Setup components to help build and understand the Indicators easily
 * New companion components (Grid and Panel) in progress
 * Packaging and release setup
 * Marketing and release of Salesforce Indicators
+* New UI for building Salesforce Indicators in progress
diff --git a/cumulusci.yml b/cumulusci.yml
@@ -41,20 +41,23 @@ tasks:
 
     deploy_sample_indicators:
         description: Deploys - Sample Indicators
+        name: Deploy Sample Indicators
         group: Salesforce Metadata
         class_path: cumulusci.tasks.salesforce.Deploy
         options:
             path: unpackaged/config/sample_AccountContact
 
     deploy_sample_indicators_layouts:
         description: Deploys - Sample Indicators Layouts
+        name: Deploy Page Layouts for Sample Indicators
         group: Salesforce Metadata
         class_path: cumulusci.tasks.salesforce.Deploy
         options:
             path: unpackaged/config/sample_AccountContact_FlexiPages
 
     deploy_training_indicators:
         description: Deploys - Example Indicators used for Training 
+        name: Deploy Training Indicators
         group: Salesforce Metadata
         class_path: cumulusci.tasks.salesforce.Deploy
         options:

diff --git a/force-app/main/default/classes/Cmdt.cls b/force-app/main/default/classes/Cmdt.cls
@@ -17,6 +17,7 @@ public with sharing class Cmdt {
                 sObject__r.QualifiedApiName, 
                 sObject__r.Label
             FROM Indicator_Bundle__mdt
+            ORDER BY Label
         ] ) {
             setBundle(bundle);
         }

diff --git a/...ntContact/customMetadata/___NAMESPACE___Indicator_Bundle.Contact_Contact_Info.md-meta.xml b/...ntContact/customMetadata/___NAMESPACE___Indicator_Bundle.Contact_Contact_Info.md-meta.xml
@@ -24,7 +24,7 @@
     </values>
     <values>
         <field>%%%NAMESPACE%%%Card_Title__c</field>
-        <value xsi:type="xsd:string">Contact Key Details</value>
+        <value xsi:type="xsd:string">Contact Missing Key Details</value>
     </values>
     <values>
         <field>%%%NAMESPACE%%%Description__c</field>

diff --git a/...etadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Construction.md-meta.xml b/...etadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Construction.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...Metadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Electronics.md-meta.xml b/...Metadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Electronics.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...ustomMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Energy.md-meta.xml b/...ustomMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Energy.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...Metadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Engineering.md-meta.xml b/...Metadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Engineering.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...mMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Government.md-meta.xml b/...mMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Government.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...tadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Manufacturing.md-meta.xml b/...tadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Manufacturing.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...mMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Technology.md-meta.xml b/...mMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Technology.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...omMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Utilities.md-meta.xml b/...omMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Industry_Utilities.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_CA.md-meta.xml b/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_CA.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:type="xsd:string">CA</value>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...ustomMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_Canada.md-meta.xml b/...ustomMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_Canada.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:type="xsd:string">CA</value>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_US.md-meta.xml b/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_US.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:type="xsd:string">US</value>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...etadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_UnitedStates.md-meta.xml b/...etadata/___NAMESPACE___Indicator_Item_Extension.Account_Location_UnitedStates.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:type="xsd:string">US</value>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Rating_Cold.md-meta.xml b/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Rating_Cold.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...act/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Rating_Hot.md-meta.xml b/...act/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Rating_Hot.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Rating_Warm.md-meta.xml b/...ct/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Rating_Warm.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...t/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Other.md-meta.xml b/...t/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Other.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...adata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Partner_Referral.md-meta.xml b/...adata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Partner_Referral.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...t/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Phone.md-meta.xml b/...t/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Phone.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...etadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Purchased_List.md-meta.xml b/...etadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Purchased_List.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...act/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Web.md-meta.xml b/...act/customMetadata/___NAMESPACE___Indicator_Item_Extension.Account_Source_Web.md-meta.xml
@@ -54,4 +54,8 @@
         <field>%%%NAMESPACE%%%Static_Text__c</field>
         <value xsi:nil="true"/>
     </values>
+    <values>
+        <field>%%%NAMESPACE%%%Text_Operator__c</field>
+        <value xsi:type="xsd:string">Equals</value>
+    </values>
 </CustomMetadata>
diff --git a/...nfig/sample_AccountContact_FlexiPages/flexipages/Account_Record_Page_Indicators.flexipage b/...nfig/sample_AccountContact_FlexiPages/flexipages/Account_Record_Page_Indicators.flexipage
@@ -81,17 +81,6 @@
         <name>detailTabContent</name>
         <type>Facet</type>
     </flexiPageRegions>
-    <flexiPageRegions>
-        <itemInstances>
-            <componentInstance>
-                <componentName>runtime_sales_social:socialPanel</componentName>
-                <identifier>runtime_sales_social_socialPanel</identifier>
-            </componentInstance>
-        </itemInstances>
-        <mode>Replace</mode>
-        <name>newsTabContent</name>
-        <type>Facet</type>
-    </flexiPageRegions>
     <flexiPageRegions>
         <itemInstances>
             <componentInstance>
@@ -125,20 +114,6 @@
                 <identifier>detailTab</identifier>
             </componentInstance>
         </itemInstances>
-        <itemInstances>
-            <componentInstance>
-                <componentInstanceProperties>
-                    <name>body</name>
-                    <value>newsTabContent</value>
-                </componentInstanceProperties>
-                <componentInstanceProperties>
-                    <name>title</name>
-                    <value>Standard.Tab.news</value>
-                </componentInstanceProperties>
-                <componentName>flexipage:tab</componentName>
-                <identifier>newsTab</identifier>
-            </componentInstance>
-        </itemInstances>
         <mode>Replace</mode>
         <name>maintabs</name>
         <type>Facet</type>

diff --git a/...nfig/sample_AccountContact_FlexiPages/flexipages/Contact_Record_Page_Indicators.flexipage b/...nfig/sample_AccountContact_FlexiPages/flexipages/Contact_Record_Page_Indicators.flexipage
@@ -75,17 +75,6 @@
         <name>detailTabContent</name>
         <type>Facet</type>
     </flexiPageRegions>
-    <flexiPageRegions>
-        <itemInstances>
-            <componentInstance>
-                <componentName>runtime_sales_social:socialPanel</componentName>
-                <identifier>runtime_sales_social_socialPanel</identifier>
-            </componentInstance>
-        </itemInstances>
-        <mode>Replace</mode>
-        <name>newsTabContent</name>
-        <type>Facet</type>
-    </flexiPageRegions>
     <flexiPageRegions>
         <itemInstances>
             <componentInstance>
@@ -119,20 +108,6 @@
                 <identifier>detailTab</identifier>
             </componentInstance>
         </itemInstances>
-        <itemInstances>
-            <componentInstance>
-                <componentInstanceProperties>
-                    <name>body</name>
-                    <value>newsTabContent</value>
-                </componentInstanceProperties>
-                <componentInstanceProperties>
-                    <name>title</name>
-                    <value>Standard.Tab.news</value>
-                </componentInstanceProperties>
-                <componentName>flexipage:tab</componentName>
-                <identifier>newsTab</identifier>
-            </componentInstance>
-        </itemInstances>
         <mode>Replace</mode>
         <name>maintabs</name>
         <type>Facet</type>