Smart Lists Samples for Spring 24 3.4

In this repository, you will find several predefined Smart Lists covering all the use cases of the component.

SLHomeLeads: List of Leads

This list includes:

• Hyperlinks to Detail record page
• SOSL Search on record
• Use of the RecordType field (if no record types are defined on Lead in your org, you need to delete the field definition SLHomeLeads_RecordType)
• Display HTML formula as an image. Requires a field called Visual_Rating__c displaying a variable image depending on the lead rating (field definition = SLHomeLeads_Rating)
• Use of the Owner field
• Display clickable url labels (Company and Website must be populated on the test records)
• Standard actions Create, Update, and Delete records with Record Type support if available on Lead
• Custom Screenflow actions for assigning leads to a new owner

This list can be added to the Home Page

STHomeLeads: Tiles of Leads

This list includes:

• Customizable Tile Header on Lead Name and Status
• Dynamic Badge Styling for Lead Rating. Pre-requisite, create a text formula field for the styling:
  • Label: Rating Badge Style
  • Name: Rating_Badge_Style__c
  • Type: Formula / Text
  • Formula: IF( ISPICKVAL(Rating, "Hot"), "bc:#2e844a;tc:white", IF(ISPICKVAL(Rating, "Warm"), bc:#feca39;tc:black", "bc:#2172d5;tc:white"))
• Hyperlinks to Detail record page
• SOSL Search on record
• Use of the RecordType field (if no record types are defined on Lead in your org, you need to delete the field definition SLHomeLeads_RecordType)
• Use of the Owner field

This list can be added to the Home Page

SLSearchLeads: Search list for Leads

This list includes:

• Dynamic Field Styling. Pre-requisite, create a text formula field for the styling:
  • Label: Rating Style
  • Field Name: Rating_Style__c
  • Formula: IF ( ISPICKVAL( Rating , 'Hot'), "icn:utility:priority;icc:seagreen;icp:hidevalue", (IF ( ISPICKVAL( Rating , 'Warm'), "icn:utility:priority;icc:rgb(255, 215, 0);icp:hidevalue", (IF ( ISPICKVAL( Rating , 'Cold'), "icn:utility:priority;icc:blue;icp:hidevalue", "icn:utility:question_mark;icp:hidevalue")))))
• Dynamic HTML of a cell. Pre-requisite, create a text formula field for the HTML:
  • Label: Rating Style
  • Field Name: Rating_Style__c
  • Formula: CASE(Rating, "Hot", IMAGE("/resource/GraphicsPackNew/silk/16/silk/flag_green.png", "Hot"), "Warm", IMAGE("/resource/GraphicsPackNew/silk/16/silk/flag_yellow.png", "Warm"), "Cold", IMAGE("/resource/GraphicsPackNew/silk/16/silk/flag_blue.png","Cold"), "")
• Filters Panel for search mode
• Records management parameters for search mode
• Custom action on retrieved records for adding them to a campaign

This list MUST be added to a Campaign Detail Page

SLHomeApex: List based on an Apex Data Source

This list includes:

• Hyperlinks to Detail record page
• Custom Apex Data Source

This list can be added to the Home Page

SLAccountCases: List of Cases of a parent Account

This list includes:

• Child list for a parent record
• Hyperlinks to Detail record pages
• Pre-defined filters
• Filtering records by SOQL Scopes: All, My, My Team
• Display related fields with lookup search in Quick Filters
• Text wrapping in cells for Case Subject and Description in case long texts are entered in these fields
• Use of the Owner field
• Standard actions Create, Update, and Delete records with Record Type support if available on Case
• Custom Auto-launched flow actions for closing and re-opening cases

This list MUST be added to an Account Detail Page

SLAccountFiles: List of Files of a parent record

This list includes:

• Child list for a parent record
• File preview link
• SOSL Search on files content
• Edit Form
• Standard flies list actions: Preview File(s), Download File(s), Upload File, Upload New File Version, View File Version, and Delete File Note: you need to add the corresponding custom permissions to your user to see these actions

This list MUST be added to a record Detail Page

SLAccountApex: List based on an Apex Data Source retrieving data for a parent record

This list includes:

• Child list for a parent record
• Hyperlinks to Detail record page
• Custom Apex Data Source

This list MUST be added to an Account Detail Page

SLContactsCaseAccount: List of Contacts related to the Account of a parent Case

This list includes:

• Child list for a parent record with an indirect relationship

This list MUST be added to a Case Detail Page

SLFilesCaseAccount: List of Files related to the Account of a parent Case

This list includes:

• Child list for a parent record with an indirect relationship

This list MUST be added to a Case Detail Page

Screenflow SLScreenflow: How to configure the lists in a screenflow

This flow includes:

• List of records with/without parent
• List of files with parent
• Validation that a minimum number of records have been selected before moving to the next screen
• Using selected records in flows from the SmartLists variables or with manually assigned variables