Salesforce Indicators
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.
- Customize your Indicators - Easily set up and customize Salesforce Indicators using deployable Custom Metadata Type records. No complex formulas or coding required. Group Indicators into bundles for different use-cases and users.
Salesforce Indicators works for any Salesforce org already using Lightning Experience, and it works exceptionally well for Nonprofit orgs on NPSP or Nonprofit Cloud. Salesforce Indicators is part of the Salesforce Open Source Commons program.
Latest Release
Project Documentation
- Documentation can be found on our Documentation Site.
- Check out the Getting Started with Salesforce Indicators 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. 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..
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 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
- Set up Salesforce Indicators
- Ask any questions on our Trailblazer Community Group
- Add your own Recipes to our documentation
- Add reviews of any similar or competitor components
- Volunteer to enhance the app
- Log an Issue
- Join us at an upcoming Salesforce Commons Community Sprint
Project Acomplishments
- 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