Easily traverse Account Hierarchies in a single screen while presenting interactive data from multiple related objects.
The list of Accounts on the left is filtered to only display Global/Parent accounts. Select a Parent Account from the List and the detail view displays all the Child Accounts that look up to the parent you've selected. Each child account displays related opportunities - with two separate views: Open Opportunities and Closed Opportunities. You can also view all the cases related to any of the accounts in the selected hierarchy or easily create a new case and select which Account the new Case should be related to (using a reference field that is being displayed as pick-list).
- Page API: V2
- Data source: Uses default Salesforce data source
- Design system: Download this Design System file. Use the Import function on the Design System page to add this system to your org.
- Page XML: Copy the XML from this page, or save it as an XML file, and upload it as a new page in your Salesforce Org.
- The chart allows you to drill down into the underlying Opportunity data and make changes if necessary.
- The KPIs are Skuid UI Only Formula fields - so you do not need to worry about using up any of your roll-summary fields on your Account Object.
- The Modal that appears when clicking "New Case" is completely configurable and no code was necessary - it's one of the many actions available to call from Skuid's Action Framework ("Show Modal")
- You can style buttons and place them anywhere on the page, highly configurable and powerful components that hook into the Action Framework and/or Salesforce actions (approval process, Apex, etc.).
We did six webinars walking through the build for this use case. Each chapter documents a different aspect of building the Skuid solution.
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Chapter 1 | Understanding the Data Model
- Page XML for this Chapter: Copy the XML from this page
- Additional page to help quickly create sample data: Quick Create Page
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Chapter 2 | Page Construction - Layout and Account Interactions
- Page XML for this Chapter: Copy the XML from this page
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Chapter 3 | Opportunities Chart and Tables
- Page XML for this Chapter: Copy the XML from this page
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Chapter 4 | Creating Variants in the Design System Studio
- Page XML for this Chapter: Copy the XML from this page
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Chapter 5 | Design System Studio Style Variants Continued
- Page XML for this Chapter: Copy the XML from this page
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Chapter 6 | Deploying App to Lightning
- Page XML for this Chapter: Copy the XML from this page
- Internal link in Demo Org (for Skuid Employees only)