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Commons Project: Salesforce Indicators

This group is for information, questions, and answers for how to use Salesforce Indicators, built within the Salesforce Open Source Commons program. 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.
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Version 0.4 has been released!

 

  • Resolved (hopefully) reported issues trying to deploy Lightning Record Pages (Flexipages) that have the Indicators LWC on them.
  • Resolved Installing Sample Indicators from Metadeploy install page.
  • 🆕 Display individual Indicators in Flow ✨
  • 🆕 Allow an Indicator Bundle to be based on a Lookup Field on the record. ✨
  • Style fixes - a lot!

Full release notes can be found on our documentation site:

https://sfdo-community-sprints.github.io/indicators-documentation/docs/release-notes/

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Salesforce Indicators is now on the Appexchange! 

https://appexchange.salesforce.com/appxListingDetail?listingId=192aeb3a-1476-4028-a25c-954d48560eba

 

For all that have previously installed Salesforce Indicators, we would love it if you can give a review on the Appexchange to help others know your thoughts about Indicators! 

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Your request to install package "Salesforce-Indicators Release" was unsuccessful. None of the data or setup information in your salesforce.com

organization was affected. 

 

If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information. 

Problem: 

 

1. PermissionSet(Indicators_Setup_Access) Access Blocked 

The operation you requested isn't allowed due to a security policy in your organization. Contact your administrator for more information about security policies.

2 answers
  1. Feb 17, 8:51 AM

    Thanks I have finally installed the app.  However, following along to the documentation there were no bundles created. Therefore it appears I have to set them up from scratch in Custom Metadata Types - are there any screen shots of how I can set a basic one up, which is on contact object if a checkbox is ticked then for it to show an icon. 

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Hello,

 

All deployments of lightning record pages with indicators are currently failing with the error below:

 

Component [inds:indicatorBundle] attribute [bundleName]: Invalid datasource. Encountered runtime exception in Apex class: [inds.IndicatorListBundleSelector]

 

Please advise!

8 answers
  1. Nov 27, 2024, 3:13 PM

    Hi @Tim Schug, thank you very much for working on this.

     

    The most frustrating and annoying thing with the old version is that I tried to replicate the issue from scratch in isolated environments, with a new Flexipage, Metadata, etc and it deployed correctly - so I haven't been able to replicate the original problem...

     

    However, I tested the new Version and found a problem of deploying when the MTD records are missing in the target Org.

    [_pageName_] of Type FlexiPage failed to deploy due to In Lightning component inds:indicatorBundle, property bundleName has an invalid value [ _Indicator Bundle Name_ ]

    I deployed the FlexiPage and Metadata in the same promotion.

    To solve it, I created the MTD in the target Org and re-deployed successfully.

    This is a different issue from the original reported problem but similar. 

     

    Here are some notes from when I was having the original issue, in case they are useful:

     

    **To Reproduce**

    Issue 01: Deploying FlexiPage and Metadata together

    Issue 02: Deploying Flexi Page with Metadata already in Target Org

    _Providing Indicators Managed Package is installed in Dev and Target Orgs_

    Issue 01:

    Deploying Page and Metadata together:

    1. Create an Indicator Bundle

    2. Create a Lightning Record Page for any object

    3. Add the Indicator Bundle component to the page

    4. Select the Indicator Bundle create in Step 1 when configuring the LWC in the page

    5. Open SF DevOps Center and create a new Work Item

    6. Open the Work Item and select the Sandbox (dev Org) where the Indicator was created

    7. Click on Pull Changes to see the recently created Lightning Record page and Indicator Bundle Metadata in the list of items

    8. Select both, the Flexi Page and the CustomMetadata Indicator Bundle created in Step 1; and commit the changes

    9. Once Commit is finished, click on "Create Review" and then toggle "Ready to Promote"

    10. Go to the Pipeline and Promote the Work Item, by ticking the Work Item and clicking on "Promoted Selected"

    11. Leave options as they are and click "Promote"

    12. Promotion fails with the following error message: "[_pageName_] of Type FlexiPage failed to deploy due to In Lightning component inds:indicatorBundle, property bundleName has an invalid value [ _Indicator Bundle Name_ ]

    Issue 02:

    Deploying Metadata first and then Flexi Page:

    1. Repeat steps 1-6

    2. **Only select the CustomMetadata** item and commit changes

    3. Repeat steps 9-11

    4. Work Item deploys succesfully

    5. Repeat Steps 1-6

    6. **Only select the FlexiPage** item and commit changes

    7. Repeat steps 9-11

    8. Promotion Fails

    Regards

    Jose

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Hi,

 

Does anyone know if it's possible to hide the indicatory value key? It's one thing I can't see how to turn off on a lightning record page.

 

I understand why it's there, but we've had a request to remove it, if possible.

 

Thanks

 

Chris

6 answers
  1. Nov 26, 2024, 3:22 PM

    @Chris Sowiak - That sounds like the users have our Custom Permission "Manage Indicator Key" assigned to their Profile and/or through our Permission Set "Indicators Setup" (which is how you can more easily assign this permission).

     

    Having that permission adds extra fields to the Key, including the edit buttons to take the user to Setup.

     

    If your users are technically challenged, then I would consider removing this custom permission from them.

     

    - That sounds like the users have our Custom Permission

     

    WithPermission.png

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Hi .org Community! 

Each week, we highlight updates from the week and take a look at what's coming up. 

 

Let's just say there were a TON of updates this week!

 

Top of mind this week:

  1. Agentforce is Generally Available (GA)! Join the new @Agentblazer Community Group (for all) and for Nonprofit & Edu-specific AI updates don't forget the @AI for Nonprofits and @AI for Education groups. 
  2. Nonprofit Agentforce Accelerator! Speaking of Agentforce...check out the Agentforce Accelerator to Boost Nonprofit Impact - also announced this week thanks @Amy Guterman and team, so exciting! Applications are due by Nov 19.
  3. Dreamforce 2025 dates! Dreamforce is coming back next year on October 14-16, 2025 - dates were added to the Save the Date page this week to stay in the loop for updates! 
  4. TrailblazerDX (TDX) call for participation is live! TDX is known as the Developer conference; HOWEVER, we often have great Nonprofit/EDU turnout! If you want to host a session, campfire, etc, check out the call for participation page - submissions are due by Nov 22.
  5. Final Community Sprint of the Year! @Cori O'Brien and I will be coming to Chicago on Nov 13-14 for the final sprint of the year! I will also be in NYC for World Tour where we're hosting a Nonprofit Reception & Community Breakfast. Chicago details HERE and NYC details HERE.
  6. And of course...it's HALLOWEEN! Check out the Trick or Trailhead Quest on Trailhead to get in the spirit.

What's coming up:

I've run out of space, sharing always on resources in the comments!

 

Now on to some Friday Shout Outs! 

Finally, next week is the US Election - EVERYONE GO VOTE. That's all I'll say there ;)

 

p.s. I'll be OOO tomorrow (Friday) so talk next week. And with that...have an amazing weekend everyone! 

 

@Nonprofit Hub @Education Hub @Nonprofit and Education MindShare @Salesforce.org Get Started Hub

#CommUpdates #HubCap #Nonprofit #Higher Education

@Meryl Cabellos @Oliver Shiel @Angela Curtis @MK Underwood @Preya Gill

2 comments
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Another question :)

 

Do the Indicator Item Extension "minimum" and "maximum" fields work on dates, or just numbers?

I have a dlrs field on my Account for a last food donation date and wanted to add extensions on a donor indicator for "active" donors vs "lapsed" and "inactive" based on those dates related to TODAY(). 

 

Do I need a new formula field that calculates this status into a text value that the indicator item references, or can I use the date field for the item+extensions directly?

 

Thanks!

3 answers
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I'm new to indicators but these are so great!

 

I created a set of three custom colored versions of some of the standard icons and uploaded them to salesforce files. However, I'm having trouble figuring out what url to use in the "image" field on the indicator item to make my icon show up from my files. 

 

I tried adding the title of the file, the url from the browser, creating a public link and none of them are returning an icon.

 

Thanks,

Gina

4 answers
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Hello.   

New SF Indicator tinkerer here.

I have 4 icons in a bundle.  

I would like icon 4 to be invisible if the field associated with icon 1 has a certain value (call it D)

Another approach could be:  I would like icon 4 to be visible if the field associated with icon 1 has value A or B or C.

I think this will involve Item Extensions but I'm not seeing how to do it.

Thank you.

4 answers
  1. Oct 2, 2024, 5:48 PM

    Thank you for your response Tim!  I was able to solve it with a new formula field on the object.  The new formula field tends to the conditions I need.  And then i have 3 item extensions to display the indicator based on those 3 possibilities.  Nice! 

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Currently, my Indicator Icon shows based on a checkbox called Advocate__pc.

I would like to make it show if Advocate__pc = TRUE *OR* OtherField__pc = TRUE

Can I do that? How?

Thanks in advance for any insight.  :)

 

I could make another Indicator Item for that OtherField__pc, but I don't want the icon showing twice on the page layout if both fields are true.

I could also make 2 diff icons and 2 diff Indicators..... but it's not the solution my users need.

Can the same Indicator be triggered by 2 Different Fields?

2 answers
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