Cookbook

Page in Progress!

We are going to follow the DLRS Cookbook methodology

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

See the Indicators Recipes

Rules

This section needs to be expanded upon

• The indicators work with Boolean or Text fields. Date Fields can be used if you enter Static Text 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 Static Text.
• If the field is a Boolean and the value is False the Indicator will not show unless Show When False or Blank is checked an an Inverse Icon Value is entered for that Indicator.
• If there is a value in Image that image will show. Or Inverse Image to show Images for False values.
• If the field is a Boolean and there is a value in Static Text 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 Static Text the Icon will be shown.
• If the field is a Text field and there is no value in Static Text the first 3 characters of the field value will show, in Uppercase.
• If there is Static Text, the Icon image will not be shown, but the colour will be from the Icon Value entered.
• There is no field validation to ensure you don't use a combination of entries that look weird, 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_

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. 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")
  • OR use an Extension to show different Icons based on different Picklist Values - eg Green for Active, Red for Inactive.
• 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")
  • OR use an Extension for each Picklist value with a three character Static Text.
• 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
  • OR use an Extension to add value ranges for different levels of Donors (it will depend on if you want to store the values in Indicators CMDT or your own CMDTs).
• You can traverse to parent field relationships by entering for example Account.IsActive__c in the Advanced Field field on an Indicator Icon for a Contact. Don't enter anything in the Field field.
• The Images can come from the Salesforce Logos page at https://login.salesforce.com/logos/. Copy the Logo URL value and use in the Image field. If using URLs for Images, don't enter anything in Icon Value.
• 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 (in Files), make the image public, and grab the URL (hint! Open the Public URL then right click and grab the URL of the actual image). Alternatively upload the Icon as a Static Resource. You can use the URLs from the external service directly, but it may not be a good idea long term. Beware, it might look a bit crap mixing other colours with the SLDS colours. You may also need to display an attribution somewhere on the page, depending on where the images come from.

Ideas

Join us to create a Recipe for any one of these 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