Cookbook

Page in Progress!

We are going to follow the DLRS Cookbook methodology

https://sfdo-community-sprints.github.io/DLRS-Documentation/Cookbook/

Recipe Template

Rules

This section needs to be expanded upon

• The indicators work with Boolean or Text fields. Date Fields can be used if you enter Indicator Text Values as the value that is shown does not make much sense. Number fields can be used, if the number is not too big, or you use Indicator Text Values.
• If the field is a Boolean and the value is False the Indicator will not show unless there is an Icons for False entered for that Indicator.
• If there is a value in Indicator Image URLs that image will show. Images do not work for False values,
• If the field is a Boolean and there is a value in Indicator Text Values then that text will show. Limit this text to 3 characters max, and Uppercase.
• If the field is a Boolean and there is no value in Indicator Text Values the Icon will be shown.
• If the field is a Text field and there is no value in Indicator Text Values the first 3 characters will show, in Uppercase.
• If there is an Indicator Text Values, the Icon image will not be shown, but the colour will be from the SLDS icon name entered.
• If you enter none for the icon it makes the spacing smaller between the avatars and sets the text colour as inversed. This is helpful when you want to use Emoji text for the avatars insted of icons. See Building a Checking Component for an example.
• There is no field validation to ensure you don't use a combination of entries that look wierd, so if it looks strange, just go back to simple boolean or text fields.

Examples

This needs to be fleshed out into its own section and incorporate the examples from the TDD Wiki_

Default view after adding component to the page (Except on Cases, as the Case object does not have a Name field by default).

Suggested placement and usage

Hover Text shown

Icon Styles

Large Round Icons

Small Square Icons (no heading)

Strip - Small Round Icons, no Heading, no Title, no Icon

Pushing the Limits

Long Strip

Lots of Icons

But is this going too far?

Funky icons to tell a story (this one might be hard to make to be as flexible as it needs to be). Icons from https://icons8.com/

Serious business icons. Icons from https://icons8.com/

Tips

• Create a new Boolean Formula Field - eg Is Active (Is_Active__c) ISPICKVAL(Status__c,"Active")
• Create a new Text field that returns a 3 character (max) value based on Picklist values eg CASE(TEXT(Status__c),"Oh Hold","HLD","Waiting","WT!","Cancelled","X","ACT")
• Create a Formula for Is High Value Donor (Is_High_Value_Donor__c) and use $$$ as the text or the green money bag icon npo02__TotalOppAmount__c > $CustomMetadata.ReportingSettings__mdt.HighValueDonor.Amount__c
• You can traverse to parent field relationships by entering for example Account.IsActive__c on a Component on the Contact page.
• The Images can come from the Salesforce Logos page at https://login.salesforce.com/logos/. Copy the Logo URL value. If using images, the SLDS icon must still be entered, but you can enter a default icon like custom:empty
• To get icons in non-SLDS colours, use an external service like DaButtonFactory or eg IconS8 rounded square (replace the colour in the URL) to generate an icon with the text and download it. Add it to your Asset Library, make the image public, and grab the URL. You can use the images from the external service directly, but it may not be a good idea long term. But beware, it might look a bit crap mixing with the SLDS colours. You may also need to display an attribution somewhere on the page, depending on where the images come from.

Ideas

• High Value Client / Donor

• Is Active

• Is Subscriber / Type of Subscriber

• Industry

• Is Government

• Type of Account (Client / Supplier)

• On Credit Hold!

• Has Cases

• High Rating

• Is Local (eg in your State / Country, or the opposite)

• High Value Opportunity

• Opp near Close Date

• Contract due for Renewal

• SLA Level

• Is My Opportunity / Lead / any record

• Is Email Subscriber

• Is Active Member

• Is Lapsed Member

• Is Membership Due

• Is Event Attendee

• Is Employee

• Do Not Email

• Do Not Contact

• Funds in (eg Donor)

• Funds out (eg Grant Recipient)

• Contact missing key information

• Should this Contact exist? (eg has no valid information)

• Anything from this blog post