Admin at 00:37, 12 August 2023

2023-08-12T00:37:31Z

@@ Line 69: / Line 69: @@
 [[File:Salesforce_ResultCode_VerificationLevelsExample.png|Result Code Verification Levels Example|link=]]
 </ol>
 [[Category:Clean Suite for CRM:Salesforce]]

Admin at 21:32, 15 June 2023

2023-06-15T21:32:07Z

← Older revision		Revision as of 21:32, 15 June 2023
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	[[File:Salesforce_ResultCode_SaveForm.png\|Result Code Form Save\|link=]]		[[File:Salesforce_ResultCode_SaveForm.png\|Result Code Form Save\|link=]]

			<br><br>One setup is complete, we should now see a status indicator displaying the appropriate message for our field’s value. In the example below, we have three components, displaying messages for Address, Phone, and Email.
	One setup is complete, we should now see a status indicator displaying the appropriate message for our field’s value. In the example below, we have three components, displaying messages for Address, Phone, and Email.

	[[File:Salesforce_ResultCode_VerificationLevelsExample.png\|Result Code Verification Levels Example\|link=]]		[[File:Salesforce_ResultCode_VerificationLevelsExample.png\|Result Code Verification Levels Example\|link=]]

Admin: Created page with "{{ListwareForSalesforceNav |LightningCollapse= }} {{CustomTOC}} The Clean Suite Result Code Indicator is a lightning component that can quickly display information to the user about the quality of a record. The component is drag and drop ready, and fully customizable. It can display various messages and colors depending on the value of a field. It is designed to work with [Melissa Result Codes] that return from webservice calls. However, it can be tied to any field yo..."

2023-06-15T21:23:38Z

Created page with "{{ListwareForSalesforceNav |LightningCollapse= }} {{CustomTOC}} The Clean Suite Result Code Indicator is a lightning component that can quickly display information to the user about the quality of a record. The component is drag and drop ready, and fully customizable. It can display various messages and colors depending on the value of a field. It is designed to work with [Melissa Result Codes] that return from webservice calls. However, it can be tied to any field yo..."

New page

{{ListwareForSalesforceNav
|LightningCollapse=
}}

{{CustomTOC}}

The Clean Suite Result Code Indicator is a lightning component that can quickly display information to the user about the quality of a record. The component is drag and drop ready, and fully customizable. It can display various messages and colors depending on the value of a field. It is designed to work with [Melissa Result Codes] that return from webservice calls. However, it can be tied to any field you wish within salesforce that contains a text value.

[[File:Salesforce_ResultCode_VerificationLevels.png|Result Code Verification Levels|link=]]

==Setup==
To set up the component, first visit a record for which you want to add the component to.

<ol>
<li>Click the gear icon at the top right.</li>
<li>Click <code>Edit Page</code> from the drop down menu.</li>

[[File:Salesforce_ResultCode_Setup1.png|Result Code - Edit Page|link=]]

<li>On the left hand side in the Components tab, find the <code>CS ResultCodeIndicator</code>.</li>
<li>Drag the component onto the page wherever, you would like on the page.</li>
</ol>

==Configuring the component==
While still on the page editor, we can now customize the component to our liking
<ol>
<li>Click the newly added <code>Result Status Indicator</code> component to open the settings.</li>

[[File:Salesforce_ResultCode_ResultStatusIndicator.png|Result Status Indicator|link=]]

<ol>
<li>On the right hand pane, you will see various text boxes and descriptions of what each option does.</li>
</ol>

<li>'''Title''' allows us to specify the tile for our component. In our case we chose <code>Address Verification</code> because we want to display address related messages.</li>

[[File:Salesforce_ResultCode_Field-Title.png|Result Code Field - Title|link=]]

<li>'''Field Name''' is the field on our record that we wish the component to monitor. Make sure to use the fully verified API name for your field. In our case, we are using <code>MDPERSONATOR__PersonatorResults__c</code>. This will vary depending on how you have configured your Salesforce org.</li>

[[File:Salesforce_ResultCode_Field-FieldName.png|Result Code Field - Field Name|link=]]

<li>'''Invalid Record Message''' allows us to specify a message when the invalid formula is true.</li>

[[File:Salesforce_ResultCode_Field-InvalidRecordMessage.png|Result Code Field - Invalid Record Message|link=]]

<li>'''Invalid Record REGEX''' allows us to specify a regular expression, that matches against the Field Name set above. When this REGEX returns as a match, our message is displayed as well as the color we have defined. For this example, we chose <code>AE</code> which matches any result code containing <code>AE</code> ex: AE01, AE09, etc.</li>

[[File:Salesforce_ResultCode_Field-InvalidRecordREGEX.png|Result Code Field - Invalid Record REGEX|link=]]

<li>'''Invalid Record Color''' allows us to specify a HEX color that we wish for the Result Code Indicator to display, indicating we have a match. The color we have selected is a nice shade of RED.</li>

[[File:Salesforce_ResultCode_Field-InvalidRecordColor.png|Result Code Field - Invalid Record Color|link=]]

<li>Continue customizing the form for <code>Partially Valid</code> and <code>Valid</code> fields.</li>
<li>When done, click the <code>SAVE</code> button at the top right.</li>

[[File:Salesforce_ResultCode_SaveForm.png|Result Code Form Save|link=]]

One setup is complete, we should now see a status indicator displaying the appropriate message for our field’s value. In the example below, we have three components, displaying messages for Address, Phone, and Email.

[[File:Salesforce_ResultCode_VerificationLevelsExample.png|Result Code Verification Levels Example|link=]]
</ol>

[[Category:Clean Suite for CRM:Salesforce]]

Salesforce:Result Code Status Indicator - Revision history

Admin at 00:37, 12 August 2023

Admin at 21:32, 15 June 2023