Getting Started - SalesforceLabs/record-hunter GitHub Wiki
Once the Record Hunter package is installed, you can add the components to a page and check how record search is performed.
Record Hunter uses multiple UI components that can be combined to build a custom search page.
In this Quick Start, you'll drag and drop the Record Hunter components onto a page to see how they work in action.
As they say, "seeing is believing." Follow these steps to get started and check the basic functionality.
Quick Start
STEP 1. Create an Application Page
- Click the gear icon in the top-right corner to open
Setup
. - Go to
User Interface > Lightning App Builder
. - Click
New
. - Select
App Page
and clickNext
. - Enter
Record Hunter
as the label and clickNext
. - Choose
Header and Left Sidebar
and clickNext
. - Click
Save
. - Click
Activate
. - In the Lightning Experience tab, select the Lightning App (e.g., Sales) where you want to add the page.
- Click
Add Page to App
, then clickNext
. - Return to the Setup screen by clicking the Back (Left Arrow) button in the top-left corner.
SETP 2. Add Components in the App Builder
- Open the Lightning App (e.g., Sales) where you added the Record Hunter page from the App Menu in the top-left corner.
- Open the Record Hunter page from the tab list (refresh the page if it doesn’t appear).
- Click the gear icon and select
Edit Page
. - In the left search box, type
RHG
. - Drag
RHG - Search
,RHG - Filter
, andRHG - Action Buttons
into the Left Sidebar area. - Drag
RHG - List
into the Main Contents area. - Click
Save
in the top-right corner. - Return to the Record Hunter page by clicking the Back (Left Arrow) button.
STEP 3. See it in Action
- Click the
Search
button onRHG - Action Buttons
component. - The search will run, and opportunities will appear in
RHG - List
component. - Experiment with different search criteria to see how the results change.
By following these steps, you can easily add powerful search features using Record Hunter.