Questions tagged [design]

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Best design for emailing groups of Users that are collaborating on a Case

We're using Cases, but long-story-short, we're not really using Service Cloud licenses. We have a heavily restricted form of Service Cloud licenses. We need to be able to have teams of people across ...
JustinF's user avatar
  • 413
0 votes
1 answer
428 views

How can I visually represent data in LWC?

I have an array of elements which I want to place around a central element. Think of a graph where every node is connected to a central element. How do I achieve this in LWC? I haven't come across any ...
darthcoderUS's user avatar
5 votes
2 answers
1k views

Design Considerations - When to use a custom object vs standard object

I am creating a salesforce unlocked package that I want to get out on the app exchange. The package is for a company that wants to insert and update records with product usage data. They want to send ...
Matthew Metros's user avatar
0 votes
1 answer
697 views

How can I align elements vertically to same baseline?

This is what I have now, I spent 4 hours trying to bring these controls on each row to same baseline, but it doesn't work for me Here is my code: <div class="slds-grid slds-grid_vertical ...
Movsar Bekaev's user avatar
0 votes
1 answer
41 views

Architecture quest - what is the efficient way to track an opportunity amount being used and reallocate the unused balance [closed]

To all the sf experts out here, trying yo get your inputs for a use case that i’m trying to incorporate. Use case: We have a currency field called “Amount Owed” on opportunity which holds an $ value. ...
SMorse's user avatar
  • 39
3 votes
1 answer
953 views

Lightning Web Component Design Tokens? CSS in experience builder. Can't figure this one out

I'll start with a TL;DR Need to pass a value from Experience Builder into CSS. E.g. if someone chooses black on the property type of Color, the value well be passed to a custom CSS class. I have tried ...
Rocky Smith's user avatar
0 votes
1 answer
10k views

Align lwc made with Grid - Lightning Design System

Can anyone guide me on how to align columns and rows? <template> <lightning-card title="Opening hours"> <!-- Monday --> <div class="slds-grid slds-no-flex"> ...
Tomas Garcia Etchegaray's user avatar
0 votes
1 answer
57 views

Design Solution for Metric object [closed]

What would be the best way to track metrics for an object(Opportunity, Lead Account)? Rn I see two ways to do that: Store on Object Record(On Opportunity, On Lead) Advantages Easy to view on the ...
EvAzi's user avatar
  • 1,041
0 votes
1 answer
592 views

On Account show if a Contract is Active, handle end of contract

We're planning to use Salesforce Contract(or a custom object) to track signed(active) contracts with the customer. Business wants to see on account level if a customer has active contracts. Designing ...
Curious Squirell's user avatar
0 votes
1 answer
247 views

Can I use a design attribute's value in another design attribute datasource?

Let's say I have the following design attribute file for a Lightning Component: <design:component> <design:attribute name="selectedPage" label="Selected page" ...
Francisco Di Giandomenico's user avatar
0 votes
1 answer
6k views

Salesforce Marketing Cloud email template layout breaks when viewed in Outlook.com and Office 365

Usually I make emails handcoded, but one of my clients have started to use Salesforce Marketing Cloud, Email Studio. So I make templates intended for that system. But the layout breaks when viewed in ...
Lasse's user avatar
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1 vote
4 answers
9k views

How to change colour of path

Hi, I want to change the rejected status to turn red once clicked. Is this possible? Thanks again.
user avatar
1 vote
2 answers
492 views

How to properly decouple database layer from service layer in Apex?

I came to Salesforce from the world of Java and have been working with Apex and Salesforce for a year now. I am constantly trying to implement Java (and OOP in general) programming practices in my ...
Maxim Sorokin's user avatar
1 vote
1 answer
60 views

Lightning Design Classes Not Included on Visualforce page

I am using the lightning design system for creating a visualforce page. However some classes are not included in the slds.css. I have copied and pasted a 'Setup assistant' from the lightning design ...
Ben Wright's user avatar
1 vote
0 answers
180 views

How we get dynamic list in design:component from datasource class?

I want a picklist dynamically create by current recordId in design: component, I am not able to get current recordId in datasource class.
Suraj Tripathi's user avatar
1 vote
1 answer
294 views

Design requirements for AppExchange apps

Are there any design requirements/restrictions for an AppExchange app? We would like to create a popup, which will work a bit like a chat screen that some web shops use, but smaller. It would be ...
just a thought's user avatar
2 votes
1 answer
190 views

How to have a String[] attribute in a Community Builder Lightning component?

So my component looks like this: <aura:component implements="forceCommunity:availableForAllPageTypes" access="global"> <aura:attribute name="toyList" type="String[]" required="true" /> &...
A. Desai's user avatar
2 votes
2 answers
860 views

Mobile UI in iPad in Salesforce1

I just came to notice that in iPad devices, Salesforce1 app is reflecting the mobile design of the app! I'm specifically asking it because, in the Chrome simulator, it's showing the table layout ...
SE_User's user avatar
  • 2,253
1 vote
1 answer
172 views

Help with business logic implementation (triggers VS field updates) and how to apply big refactors

I have some additional business logic I need to put into my QuoteLineItem object, but we have come to a situation where current logic is too spread across triggers and workflow rules + field updates ...
Mauricio Oliveira's user avatar
0 votes
1 answer
32 views

Design: App or View for different Business Roles?

I am new to Salesforce and have a design question. I have very different types of users that will be interacting with Salesforce - some will want to see very different types of information than ...
skaz's user avatar
  • 151
2 votes
3 answers
657 views

Run a Trigger only during weekdays

I need to assign accounts to territories. So, as soon as a new account record is created, I want to assign it to a territory based on some business rules and conditions. I am able to write an trigger ...
Maneesh's user avatar
  • 2,166
1 vote
1 answer
1k views

Translate design:attribute

Is it possible to use custom label when using the <design:attribute> tag? I can merge in labels like label="{!$Label.myNamespace.my_Label}" in a component but does it not render when using ...
Frank Stevens's user avatar
0 votes
1 answer
33 views

How do you capture two leads

I have a new job with a charity. We put in touch Volunteers and with schools, then I return school pay us a fee for the service. My question is: Volunteers are a lead ( when we recruit volunteers to ...
Joe's user avatar
  • 1
1 vote
2 answers
61 views

Many-to-Many schema design

We are soon to implement a solution where people (Person__c) can delegate jobs to other people, and which jobs depend upon a person's Role. (Role__c). The role of a person depends on the delegation ...
NickJ's user avatar
  • 670
0 votes
1 answer
4k views

Marketing Cloud Content Builder Images not scaling properly for mobile [closed]

We are building newsletters to send our students, but the image styling within the template we are using is not functioning properly. To allow for responsiveness, each image is set to Width: 100%; ...
Pam Tozier's user avatar
1 vote
1 answer
457 views

Budget data model best practice [closed]

Our requirment is to be add a budget module in Salesforce on the opportunity, that would have years and items. A best description for that is like this excel table: Our current approach is to have 2 ...
Itai Shmida's user avatar
  • 5,015
2 votes
0 answers
59 views

Apply an elevator pitch and CTA above the fold on a webpage [closed]

Not to sure if I'm in the write place but I'm a web designer trying to expand my skills into marketing and copyrighting. It can take anywhere between 3 to 8 seconds for someone to decide if your ...
Samuel's user avatar
  • 21
2 votes
2 answers
456 views

Lightning Design Resource, where is the data stored?

Apologies for the elementary question, but I can't seem to find any resource about how data is stored when a user enters a value onto a Lightning Design Resource field. Here's an example: <...
kev_panda's user avatar
  • 656
10 votes
1 answer
20k views

<Design:Attribute> Documentation

I've been reading this documentation here and so far it seems pretty straight forward on how to add input fields and pickers on the component pane when editing on the community builder. However, I ...
kev_panda's user avatar
  • 656
1 vote
2 answers
2k views

Apply Lightning CSS on existing Visualforce pages

I have a lot of pages with many APEX tags like <apex:inputText> or <apex:outputPanel>. I want my application has the Lightning design but without transform all my APEX tags in pure HTML (...
SF_user's user avatar
  • 3,606
1 vote
2 answers
59 views

Backup Organisation?

I have been developing an app in a dev org. It's fairly complex and has 24+ objects and various workflows etc.. However I want to make some fairly big changes to the object relationships and before ...
chriscwharris's user avatar
0 votes
1 answer
45 views

What are the possibilities to make a personal landing page? [closed]

I am asked to create a personal landing page for each user after they login so they see their contact info and relevant related info. Even if I were open to make a VF page, how to set it up? I need ...
Apex N-u-b's user avatar
  • 1,278
2 votes
2 answers
92 views

Currency question

If a client has the following requirements (below), is there any reason not to request from SF to allow multiple currencies? Are there alternatives to this feature that allow multiple currencies? ...
Apex N-u-b's user avatar
  • 1,278
4 votes
2 answers
469 views

Designing the Qualify & Execute Logic in Triggers

Note this is not a question about handling trigger events outside of triggers. There's a good number of established frameworks out there that does this already (e.g., trigger handlers/dispatchers, ...
Jan Julian's user avatar
  • 2,624
6 votes
2 answers
578 views

How to create selective Object updates listener service in salesforce

I have a custom object with 100 fields, out of those 100 I need to listen to updates for 40 fields (out of those 100 fields). Means if any record gets updated in salesforce for this custom object and ...
Prafulla Patil's user avatar
0 votes
1 answer
70 views

State, Country design question

There a few ways to give a user a choice of countries and states. I can name 3 1) Populate standard picklist 2) User SF new picklist feature 3) Create Country/State object and dataload a list of ...
Apex N-u-b's user avatar
  • 1,278
1 vote
1 answer
1k views

Process Builder vs Apex Trigger

I had the following two requirements to implement. Change account type field on account as soon as a first opportunity is added to that account. Change account type field on account as soon as ...
Abhiram Sheshadri's user avatar
4 votes
1 answer
2k views

Best way to markup the Lightning Design System Input Field

I was going through the documentation for using the Lightning Design System in Visualforce pages and I noticed what seems to be an inconsistency with how they markup the Input fields. In the official ...
dBeltowski's user avatar
  • 3,038
2 votes
2 answers
3k views

Record Types vs Custom Objects

Our organisation is within the Public sector and our Salesforce use will not extend to the Sales Pipeline Standard Objects aspect of the CRM. Instead our custom app will include the recording of ...
n34_panda's user avatar
  • 617
0 votes
1 answer
69 views

Change view of contacts in salesforce1

I want to add a button to edit or create a custom object, that I already created and configure, in my Salesforce1. I expect something like that (with the buttons "Edit" and the menu next to: (Image ...
Salesforce_SF1's user avatar
0 votes
1 answer
1k views

Salesforce for the Insurance industry - Architecture Question

We are implementing Salesforce.com for our insurance company (we are resellers of other insurances) and we serve both B2B and B2C. We don't have the need to use/manage Cases. We are mostly interested ...
John C's user avatar
  • 23
1 vote
0 answers
66 views

Saving search engine parameters: design consideration [closed]

I have a custom search engine for my limited users. These users have a custom front end and we cannot have them seeing the objects through the standard UI. One of the new requirements that I have is ...
SeanGorman's user avatar
  • 1,015
4 votes
1 answer
297 views

UI Design Query : VF vs JS frameworks/libs like Angular,jQuery

Our team is a much younger team with only a few yrs of exp in SF. Recently SF informed us via mail that they will be removing/modifying the home page component code written HTML/JS and recommended us ...
Iamauselessrightbrainer's user avatar
2 votes
0 answers
134 views

Reusing Standard Objects in a Managed Package

Could any one highlight on effects and implications of using standard objects wherever required in a Managed package. It could be as simple as 'test class failure' resulting into installation failure ...
Ronz's user avatar
  • 41
0 votes
1 answer
394 views

How to add different flags to picklist values

I have a custom object with picklist values that shows different trigger events that is used to trigger our approval processes. Now for each trigger event we want to display its status(for example in ...
Noor's user avatar
  • 33
1 vote
2 answers
190 views

Tab navigation flat design

I am trying to change the default design on the salesforce platform with my own flat design. I don't know from where i can start. Is it possible ? Thanks, Darko
Darko Todorovski's user avatar
3 votes
1 answer
2k views

Standard Object- Too many custom fields [closed]

At the current implementation, that standard objects are customized heavily especially Account and Opportunity objects. I see many custom fields are added(about 30-40) to these objects. I was ...
sfdc_king's user avatar
  • 183
4 votes
4 answers
1k views

Responsive Template Issue

We've been working on responsive email templates in Marketo, Mail Chimp, Campaign Monitor, and a variety of other products for some time now. All have their perks and issues, but we've encountered a ...
Brody McKee's user avatar
-2 votes
1 answer
79 views

how to show Feedback link in footer. now how to show popup window alert when click on Submit Feedback

How to show Feedback link in footer. Now how to show popup window alert when click on Submit Feedback. VF Page: <apex:page standardController="WorkFeedback" extensions="FeedBackController" ...
user10584's user avatar
3 votes
0 answers
475 views

How are real-world products modelled?

In Salesforce you define an object with a strongly typed set of properties and Salesforce will give you list views, details pages and create pages for free. By "reflecting" over the property types, it ...
IanT8's user avatar
  • 585