Adds sales-path like visualization to any custom object, where the stages are a picklist field.
Now includes AnythingBoard (kanban-like drag and drop for custom object status).
Note: most of this functionality is now standard for most Salesforce objects, including custom. The primary remaining use cases are
- Lighting-in-VF (for people who are still on classic, but like path/kanban, especially in the service console)
- the new related record functionality on Kanban...for example, show an opportunity or case kanban on an Account detail page
Tongue-in-cheek demo video that was done for internal Salesforce humor.
- show the stages, in the order of the picklist
- work on standard or custom objects
- have an option to let you change the value by clicking on a stage
- let you change the picklist field in App Builder/Community Builder
- work in Community Templates (Napili, etc) but you have to also tell it which object (Something__c)
- have a whole bunch of use within Salesforce
- display errors, including validation rule errors
- update the path if you do "edit" on the record detail (except in communities, where there's no streaming API)
- verify that your field in app builder is actually a field, and shows an angry red error message if the field isn't found :)
- verify that it's actually a picklist field
- deal with record types where only some picklist values are there
- have the fields or "guidance for success" stuff that real sales path has (see below for GuidanceBox)
- come with any guarantees from Salesforce or support from me. Treat this as code you found laying beside the road.
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GuidanceBox provides the "Guidance for Success" to immitate Sales Path. Behind it is a custom object with a rich text field for guidance, along with text fields for
- what object the guidance should show up on
- what field drives the guidance
- what value the guidance matches
- optionally, what recordTypeId the guidance is for (in case different record types have different guidance at the same field/value)
There's a simple lightning component to drag onto your record detail page. If no guidance exists for the given object/field/recordtype, the component just hides itself.
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- show the stages, in the order of the picklist
- work on standard or custom objects
- show as many fields as you like
- support "related list" like features--you can limit the records returned to children of the current record displayed
- have a checkbox that lets you add the field labels to the cards
- support lookup/related fields on the cards
- report errors via a on-screen toast
- do any rollup/count/sum of any fields, just counts the objects
- verify that it's actually a picklist field
- verify that it's actually a field at all :)
- deal with record types where only some picklist values are there
- come with any guarantees from Salesforce or support from me. Treat this as code you found laying beside the road.