Date post: | 22-Jan-2018 |
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Technology |
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Simplify Complex Data with Dynamic Image Formulas
Use Icons to Empower Users
@chanderson90
Chandler Anderson
Business Analyst & Cloud Systems Admin
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Who is this Chandler guy?Like from Friends?
Full-time system administrator for DigitalGlue, a video
production and broadcast systems integration firm.
Based in Atlanta, Georgia.
Salesforce admin and developer for 2.5 years.
Passed ADM201 at Dreamforce last year.
Also works with Slack, Google Apps for Work, ect.
Freelances; currently implementing cloud software for
a SoCal-based startup.
Avid music nerd and pop culture junkie.
Prince!!!Waiting Priority (Low-Medium-High)
Can you guess the icon meanings?
A little exercise…
Can you picture this…
Admins are responsible for presenting users with all the data they need to do
their jobs.
As an Admin, your duty is to understand your users and
make Salesforce work for them.
BUT….
Ingredients of Salesforce success…
Users just want a straightforward interface with simple data entry and easily
digestible bits of information.
How do you do both well?
Creates unified visual
language across org.
Pictures speak louder
than words! Say more
with less.
Visually appealing.
Let Salesforce guide
users to success.
How about icons?How do they help users?
Case Status Action Indicator Hours Until/Since X
Can or can’t I do
something? What needs to
be done before I do X?
Don’t do work!
Review fields next
Display relative time in a
way that is eye-catching.
1 hour
6 hours
Overdue
How is a case doing? Are
we waiting on a response?
Is it closed out?
Open
Pending
Closed
Some awesome use cases…
Making an IconHow do you do it?
Before making an icon field…
What is the purpose of the icon? What
information are you trying to convey?
Should the criteria for the shown icon be set
manually by users or automatically by
formula?
How should you logically group data to be
associated with a particular icon in a field?
…you should ask yourself:
I use Icons8. THEY HAVE
ICONS FOR EVERYTHING!
SERIOUSLY!
Sample Image Link Formulas
Salesforce-provided URLs
Compfight
Dreamstime > Free Images
Or use Google or Flickr! But
make sure they are cleared!
(Creative Commons)
Or make your own!
Where do I get these “icons”?Lots of options out there…
These records will contain the
references for image files
displayed by the Image
Formula.
To create it:
• Navigate to Build > Develop >
Static Resources in Setup.
• Create new Static Resource
record.
• Give it a name that follows a
naming convention. Ex.
IconCheckmark
• Upload your image. A 30x30
icon is recommended.
The Static ResourcesYour icons, in Salesforce.
Can be picklist or formula.
Picklists are changed
manually or by
workflows/processes
Formulas display text strings
based on criteria.
• Create a Text formula field
that shows specific text
depending on defined criteria.
• Use nested IF statements to
create logic.
The Criteria Field IF (
TEXT ( Status ) = 'Closed',
'',
IF (
( ( NOW() - LastModifiedDate ) * 24 ) < 1,
'Last Hour',
IF(
( ( NOW() - LastModifiedDate ) * 24 ) < 6,
'Last 6 Hours',
IF(
( ( NOW() - LastModifiedDate ) * 24 ) < 12,
'Last 12 Hours',
IF(
( ( NOW() - LastModifiedDate ) * 24 ) < 24,
'Last 24 Hours',
'Too Long'
)
)
)
)
)
Referenced by the Image Field.
This field will display an
image via formula.
All you do is:
• Create a Text formula field.
• Use a CASE function to
select image based on
Criteria Formula.
• Use IMAGE functions to
reference the Static
Resources for the icons. Use
20 for both the width and
height.
The Image Field
IMAGE(
CASE(
[Criteria Field],
[Text String A], '/resource/[Icon A]’,
[Text String B], '/resource/[Icon B]’,
[Text String C], '/resource/[Icon C]’,
'' //for exceptions
),
[Criteria Field], //picklist fields need to be
inside a TEXT( ) formula.
20,
20
)
Your secret weapon.
Demo(this is the fun part)
A few cool tips……and some tricks too
Have a naming scheme for your static resources & use them as view
filters.
• ex. IconHourglass or IconPriorityLow
Put multiple icons into one text formula field – useful if you are
limited on field columns in lists.
Take advantage of help text on fields. Explain icons in them.
Create a legend for each Image Field and have that legend
accessible via Custom Link on your page layout.
Q&AWhat are your thoughts?
Thank Y u