Salesforce:Result Code Status Indicator

← Clean Suite for CRM:Salesforce

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.

Setup

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

1. Click the gear icon at the top right.
2. Click Edit Page from the drop down menu.

3. On the left hand side in the Components tab, find the CS ResultCodeIndicator.
4. Drag the component onto the page wherever, you would like on the page.

Configuring the component

While still on the page editor, we can now customize the component to our liking

1. Click the newly added Result Status Indicator component to open the settings.

1. On the right hand pane, you will see various text boxes and descriptions of what each option does.
2. Title allows us to specify the tile for our component. In our case we chose Address Verification because we want to display address related messages.

3. 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 MDPERSONATOR__PersonatorResults__c. This will vary depending on how you have configured your Salesforce org.

4. Invalid Record Message allows us to specify a message when the invalid formula is true.

5. 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 AE which matches any result code containing AE ex: AE01, AE09, etc.

6. 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.

7. Continue customizing the form for Partially Valid and Valid fields.
8. When done, click the SAVE button at the top right.


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.