Building an advanced related list
Purpose
Users seeking enhanced functionality in Salesforce related lists often find standard options lacking flexibility and interactivity. This use case example demonstrates bridging this functionality gap by integrating the Avonni Data Table component within a Salesforce screen flow. The Avonni Data Table offers advanced features like custom interactions, filters, search capabilities, and inline editing for real-time data modification.
Objective
This example guides users through creating a Salesforce screen flow with the Avonni Data Table component. The focus is on a more interactive and engaging list display of contacts linked to an account. The enhanced list is embedded in the account record page, with flexible steps to suit various requirements, including standard or custom Salesforce objects.
Step-by-Step Implementation:
Step 1: Create a New Screen Flow
Create a screen flow in the Salesforce setup.
Step 2: Create a Record ID Variable
Create a 'recordId' variable in the Flow Builder to link the flow to the current record.
Step 3: Add a Screen Element
Place a screen element on the canvas by customizing its properties.
Step 4: Add the Avonni Data Table Component
Incorporate the Avonni Data Table into the screen layout.
Step 5: Configure the Data Source
Define the query for the data table, ensuring it filters relevant data.
Step 6: Data Mappings Configuration
Align Salesforce fields with the Avonni Data Table attributes.
Step 7: Customize Field Properties
Adjust properties for each field to make them editable, searchable, and filterable.
Step 8: Set-Up Row Actions and Interactions
Add a 'Row Actions' column with actions like 'Edit', 'Delete', or other custom functionalities.
Step 9: Configure Header and Button Actions
Customize the header and add action buttons for various functionalities.
Step 10: Save and Activate the Flow
Ensure the flow is named descriptively, saved, and activated.
Step 11: Embed the Flow in the Account Record Page
Add the flow to the desired location in the Account Record Page layout in the Lightning App Builder.
Step 12: Testing and Finalization
Test the functionality to confirm the correct operation.
Conclusion
By integrating the Avonni Data Table with Salesforce screen flows, this use case transcends the limitations of standard related lists, providing a dynamic, interactive, and functional enhancement suitable for modern business processes.
Additional Resources
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