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Extensions
Rob Corner edited this page Nov 16, 2023
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Extensions are used to define any required variations to an Indicator Item. This can include variations to the icon appearance and changes to the selection criteria.
An item for a Donor Status with a criteria of "contains" might have the following extensions:
- a pale green icon for total donations $0 to $9,999
- a dark green icon for total donations $10,000 to $49,999
- a pale yellow icon for total donations $50,000 to $99,999
- a dark yellow icon for total donations $100,000 or greater
- Have an Indicator Item already set up.
If you create enough item extensions to cover all required variations, your Indicator Item could contain just the bare minimum information.
| Field | Example Value | Description | Tip |
|---|---|---|---|
| Label | Donor Status |
Give it a descriptive name | Include the Object Name |
| Indicator Item Extension Name | Donor_Status |
The API name | |
| Active | true |
Leave this unchecked until the Indicator is ready to be added to a Bundle | |
| Priority | Priority rules: If the first extension priority rule is met then further rules are ignored | Optional | |
| Minimum (>=) | 0 |
The minimum value required | Optional |
| Maximum (<) | 1000000 |
The maximum value required | Optional |
| Contains Text | $500 |
The field contains this text | |
| Description | If the Contact's Donor Status is Entered the icon will show |
Write something useful here, your future self will thank you | |
| Hover Text | The Contact has a Donor Status entered |
Text to display when the user hovers over the icon | Leaving the Hover Text blank will show the field value as the hover text |
| Static Text | Text to display instead of a field value, icon, or image URL (only the first 3 characters or emojis will display) | Copy and paste Emojis here for some fun Indicators | |
| Image | The URL to the image of the Indicator when being used instead of Field, Text, or Icon | eg link to a Static Resource, File, or Document in your Org | |
| Icon Value | custom:custom17 |
The Lightning Design System icon when being used instead of Field, Text, or Image URL. Get Icons from from https://lightningdesignsystem.com/icons/. Enter the full category and icon name like `custom:custom32' | If Static text is entered, the Icon colour will be used, with the static text in white |
| Icon Background | Override the default background of the Indicator's icon | ||
| Icon Foreground | Override the default foreground of the Indicator's icon |
- Don't use Icons that are in use in your Salesforce org elsewhere. Eg if you have Field Service installed, then don't use the standard:service_crew or standard:service_crew_member on Contact, as that will be confusing
- Don't be too literal - just pick an icon that looks good, or use a few characters instead of the Icon. Your users will get used to which icons mean what, and they have the hover text to help them know what the icon means
- Don't get too colorful - you can really make a mess. But use specific brand icons or colors for different brands in your company for example
- See Icon Tips for more Icon ideas and tips
- See Fields and Formulas Tips for tips on creating new Fields to use in your Indicators
- See Icon Colors for tips on creating colourful icons