Recipe Template - SFDO-Community/Salesforce-Indicators GitHub Wiki
This is a work in progress!
Bundles
Page Heading Object: Name - Bundle Name eg Account: Default Indicators
Description
A Description of this Bundle
Image
Fields
| Fields | Value | Description |
|---|---|---|
| Field Name | Value |
Notes |
Indicator Items
- Links to Indicator Items
Contributed By
Name, Link
Indicator Items
Page Heading Object: Name - Indicator Name Name eg Account: Account Rating
Description
Details of what this Indicator Item does
In Bundle
Images
Fields
| Fields | Value | Description |
|---|---|---|
| Field Name | Value |
Notes |
Extensions
| Fields | Value | Description |
|---|---|---|
| Field Name | Value |
Notes |
Preparation
Details of any formula fields needed for this Indicator.
IsActive
OR(ISPICKVAL(Status,"Active"),ISPICVAL(Status,"Expiring"))
Hint Create a DLRS Recipe or link to a DLRS recipe if using a DLRS rollup. OR just note something like Rollup Count of Case.ID to Contact.NumCases__c
Contributed By
Name, Link