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0ea9561
Updated Flexipages to remove news tab/twitter component
tschug Feb 6, 2024
4fd95ce
Order getBundles by label
tschug Feb 7, 2024
3cdf262
Added MetaDeploy step names
tschug Feb 18, 2024
2a51dbe
Updated sample indicator extensions to use Equals operator
tschug Feb 18, 2024
3ef6623
Update README.md
JodieM Feb 20, 2024
c4841d9
Update README.md
JodieM Feb 20, 2024
94563a5
Merge pull request #167 from SFDO-Community/feature/2024-02-bug-fixes
tschug Apr 30, 2024
7d3a506
Extra vertical space between icons
JodieM Aug 17, 2024
7932367
First draft of changes to CSS for moving the buttons. Needs more thor…
JodieM Aug 17, 2024
4c798b2
Ready for PR
JodieM Aug 18, 2024
08db8cd
Dynamic Forms Layout without button layout changes
JodieM Aug 18, 2024
341da22
All working with Dynamic Forns, except for Javascript that sets the c…
JodieM Aug 19, 2024
f7ab5fa
Fixed the JS error that could not find the CSS style; refactored vari…
tschug Aug 30, 2024
59a92d1
Changes to CSS to be more consistent wiht standard CSS
JodieM Sep 1, 2024
077e0a3
Changes to Title Style rather than Page Usage on CPE
JodieM Sep 1, 2024
ad28d64
Changes to CSS to make titles Align. Change to CPE to use Title Style
JodieM Sep 1, 2024
82fc05d
Incorporating vertical space changes into this branch also
JodieM Sep 2, 2024
a448932
Added Vertical Spacing between icons
JodieM Sep 2, 2024
304a249
Modifed CSS for Dynamic Forms to be more like standard Field Sections
JodieM Sep 2, 2024
b0f339e
Simplifed CSS to match to Dynamic Forms Feature
JodieM Sep 2, 2024
f291e07
Minor regression issue with vertical spacing between icon and title.
JodieM Sep 2, 2024
6bcbcc5
Pull Request changes
tschug Oct 8, 2024
47245d1
Merge pull request #170 from SFDO-Community/feature/146-vertical-spacing
tschug Oct 8, 2024
ba1c95d
Merge branch 'main' into feature/173-dynamic-forms-styling
tschug Oct 8, 2024
fe5c45a
Merge pull request #174 from SFDO-Community/feature/173-dynamic-forms…
tschug Oct 8, 2024
862b7a8
Merge branch 'main' into feature/171-move-buttons
tschug Oct 8, 2024
420dec8
Merge pull request #172 from SFDO-Community/feature/171-move-buttons
tschug Oct 8, 2024
d47b24a
Allow single indicator for use in Flow
tschug Oct 8, 2024
889bb60
Resolved utility icon colors, hover text colors, and removed forced u…
tschug Oct 8, 2024
94bbb7f
Removed data.com cooper:companyInsightTeaserCard
tschug Oct 8, 2024
fbdd290
Permit the use of an Id from a field
tschug Oct 8, 2024
78c835a
Merge pull request #178 from SFDO-Community/feature/flow-single-indic…
tschug Oct 10, 2024
9d4a450
Merge 78c835acacde7a5bbe000742596736e4f969e0da into feature/color-and…
github-actions[bot] Oct 10, 2024
71f1615
Merge 78c835acacde7a5bbe000742596736e4f969e0da into feature/remove-da…
github-actions[bot] Oct 10, 2024
c97e0cc
Merge 78c835acacde7a5bbe000742596736e4f969e0da into feature/use-id-field
github-actions[bot] Oct 10, 2024
61b3069
Merge pull request #179 from SFDO-Community/feature/color-and-caps
tschug Oct 10, 2024
0ad8813
Merge 61b3069a055598623a8957f35e622ed500b88c8e into feature/remove-da…
github-actions[bot] Oct 10, 2024
63cd922
Merge 61b3069a055598623a8957f35e622ed500b88c8e into feature/use-id-field
github-actions[bot] Oct 10, 2024
69ffab9
Merge pull request #180 from SFDO-Community/feature/use-id-field
tschug Oct 10, 2024
001a302
Merge 69ffab9423fecdf08538f649a4bc4b2f1173cf90 into feature/remove-da…
github-actions[bot] Oct 10, 2024
ab741f4
Merge pull request #177 from SFDO-Community/feature/remove-data-com-lwc
tschug Oct 10, 2024
e010fef
Added namespace to datasource Apex reference
tschug Nov 14, 2024
23deafa
Hardcoded namespace for datasource instead of injected
tschug Nov 14, 2024
8225bd6
Revert "Added namespace to datasource Apex reference"
tschug Nov 14, 2024
e10aaec
Hardcoding namespace
tschug Nov 14, 2024
da22ef1
Merge pull request #183 from SFDO-Community/feature/datasource
tschug Nov 14, 2024
951ef43
Update CODEOWNERS
coriobriensfdo Nov 25, 2025
21328ed
Merge pull request #190 from SFDO-Community/coriobriensfdo-patch-1
arvindbhamidipati Dec 5, 2025
e9e88fe
Added namespace injection for indicator bundle's configuration
tschug Dec 20, 2025
53e7234
Restructured unpackaged sample indicators into a single folder with p…
tschug Dec 20, 2025
a8242a2
Deployment validation issues meant adding a space to the image LWC so…
tschug Dec 20, 2025
e66a72e
Removed unnecessary force ignore settings
tschug Dec 20, 2025
5bb7d7e
Updated CCI YAML to address typo in `org` block, removed namespace fr…
tschug Dec 20, 2025
c714536
Revised CCI YAML + Added A4D Workflow
tschug Dec 20, 2025
ce4e6ac
Merge pull request #192 from SFDO-Community/feature/custom-namespace-…
tschug Dec 30, 2025
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116 changes: 116 additions & 0 deletions .a4drules/workflows/new-inds-org.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,116 @@
Use known or explicit CumulusCI (CCI) plans, flows, and tasks first, and if these are unclear then use the the Salesforce DX MCP server tools next and only fall back to `sf` if the MCP service is unavailable.

<detailed_sequence_of_steps>

# Setup a New Scratch Org - Detailed Sequence of Steps

Perform the steps below independently in the following order.

## 1. Confirm Org Alias

```xml
<ask_followup_question>
<question>Enter the org alias.
<options>["dev", "demo", "beta", "feature"]</options>
</ask_followup_question>
```

## 2. Check for Existing Org

Check if the org already exists and is active.

## 3. Create and Deploy

If the alias exists as a name of a Scratch Org that is NOT EXPIRED and IS ACTIVE or exists as a Connected Org, DO NOT create a new scratch org and skip to the next step.

If the alias exists as a name of a Scratch Org and is EXPIRED or NOT ACTIVE, then create the new scratch org.

## 4. Open in Browser

Open the org in the browser.

## 5. Set as Default

If the org already exists but it is not the default org or the org was just created, then set it as the default org.

</detailed_sequence_of_steps>

<common_commands>

1. When you need to get the list of all configured Salesforce orgs or find out which org is the default or if a scratch org is expired.

```bash
cci org list
```

2. When checking if an org is active, review the output of `cci org list`

The output shows:
- A value with a "+" in the Default column indicates the org is the default.
- A bare integer (e.g., "1") indicates the lifespan in days and the org is not active.
- A fractional value (e.g., "16/30") indicates the org is on day 16 of a 30-day lifespan when it will expire.
- A value with a "+" in the Expired column indicates the org is expired.
- A value in the Domain further reinforces that a scratch org is active and assigned to that domain.

- Explicitly treat bare interger in Days as NOT ACTIVE and require creating or recreating the scratch org.
- Require Domain present to consider a scratch org ACTIVE.
- If alias is default (+) but NOT ACTIVE, still create.

3. Create a new scratch and deploy metadata from the CCI project. This command should not be run if an org is already active as it could cause conflicts. Confirm with user if it should be run.

Running this command takes several minutes to fully execute and the subsequent steps should not be run until this is fully completed.

Based on the alias, a different command should be run.

For `dev` or `feature` use:

```bash
cci flow run dev_org --org <alias>
```

For `demo` use:

```bash
cci flow run config_demo --org <alias>
```

For `beta` use:

```bash
cci flow run install_beta --org <alias>
```


4. Open org in browser

```bash
cci org browser <alias>
```

5. Set org as the default for the project

```bash
cci org default <alias>
```

6. Set a CCI dev hub

```xml
<ask_followup_question>
<question>What is the alias of the dev hub?
</ask_followup_question>
```

```xml
<ask_followup_question>
<question>Should this dev hub always be assigned for the project?
<options>["Yes", "No"]</options>
</ask_followup_question>
```
If the dev hub should always be assigned for the project, append `--project` to the following command when running it.

```bash
cci service default devhub <alias>
```

</common_commands>
6 changes: 3 additions & 3 deletions .forceignore
Original file line number Diff line number Diff line change
Expand Up @@ -15,7 +15,7 @@ package.xml
**profile
**/profiles/**
**/settings/**
**/Account/**
**/Contact/**

**/unpackaged/**
**/tsconfig.json

**/*.ts
8 changes: 6 additions & 2 deletions .github/CODEOWNERS
Original file line number Diff line number Diff line change
Expand Up @@ -6,5 +6,9 @@
/tasks/ @SFDO-Community/sfdo-release-engineers

# Actions
/.github @SFDO-Community/sfdo-release-engineers
/scripts @SFDO-Community/sfdo-release-engineers
/.github @SFDO-Community/sfdo-release-engineers
/scripts @SFDO-Community/sfdo-release-engineers


#ECCN:Open Source
#GUSINFO:Open Source,Open Source Workflow
22 changes: 11 additions & 11 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,6 @@

With Salesforce Indicators, you can visually highlight important data at a glance, making it easy to focus on what matters most. This Custom Metadata driven Lightning Web Component is all about making key details pop, and giving you lightning-quick insights at a glance on your Salesforce records.


Features:
* Visualize your data - Display key details in a visually engaging and clutter-free manner, allowing users to quickly understand important information on the record, summarize related records, or highlight exceptions.
* Make your data come alive - Add a mix of Salesforce and custom colors to match your branding to create visually appealing indicators for your Lightning pages giving your users a more engaging experience.
Expand All @@ -14,38 +13,39 @@ Salesforce Indicators is part of the [Salesforce Open Source Commons](https://he

## Latest Release
* [Install Salesforce Indicators](https://install.salesforce.org/products/indicators)
* [Release Notes](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Release-Notes)
* [Release Notes](https://sfdo-community-sprints.github.io/indicators-documentation/docs/release-notes/)

## Project Documentation
* Documentation can be found in the repository [Wiki](https://github.com/SFDO-Community/Salesforce-Indicators/wiki).
* Check out the [Cookbook](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Cookbook) to help you build Indicators that work for your org.
* Documentation can be found on our [Documentation Site](https://sfdo-community-sprints.github.io/indicators-documentation/).
* Check out the [Getting Started with Salesforce Indicators](https://sfdo-community-sprints.github.io/indicators-documentation/docs/getting-started/) page to help get started with how to set up Salesforce Indicators in your org.

## Ask Questions and Get Help
* Salesforce Indicators is a community built and maintained Salesforce package, please help support this project and share your experiences in the [Trailblazer Community Group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4?tab=discussion). Ask any questions about the Salesforce Indicators project, or the Open Source Commons.
* If you have any enhancements or issue you can [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues).
* If you have any enhancements or issue you can [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues)..

## Vision & Goals
* Enhance the current Indicators Bundle Component to improve the experience for Admins and Users.
* Complete the documentation with different recipes to help Admins get up and running quickly.
* Showcase and review different apps you can use to achieve similar results, and show how you will probably want to use Salesforce Indicators anyway.
* Build our planned Components - these components are built on the same Custom Metadata framework and just show the data in different ways:
* A Grid Component to quickly show your users excptions or a checklist of fields on the record. Optionally show field values, a custom message for each field, and if the field has an exception.
* A Grid Component to quickly show your users excptions or a checklist of fields on the record. Optionally show field values, a custom message for each field, and if the field has an exception.
* A Panel Component to provide more value and features than the standard record highlights panel horizontally, or a panel that display the key data vertically.

# How to Contribute:
- [Install Salesforce Indicators](https://install.salesforce.org/products/indicators)
- [Set up the Indicator Bundle](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Indicator-Bundle)
- [Set up Salesforce Indicators](https://sfdo-community-sprints.github.io/indicators-documentation/docs/setup-salesforce-indicators/)
- Ask any questions on our [Trailblazer Community Group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4?tab=discussion)
- Add your own Recipes to the [Cookbook](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Cookbook) and
- Add reviews of any [similar or competitor components](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Other-Apps-and-Components-to-Enhance-Your-Org)
- [Volunteer](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/How-to-Volunteer) to enhance the code
- Add your own [Recipes](https://sfdo-community-sprints.github.io/indicators-documentation/docs/recipes/) to our documentation
- Add reviews of any [similar or competitor components](https://sfdo-community-sprints.github.io/indicators-documentation/docs/components/other-solutions/)
- [Volunteer](https://sfdo-community-sprints.github.io/indicators-documentation/docs/getting-involved/how-to-volunteer/) to enhance the app
- [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues)
- Join us at an upcoming [Salesforce Commons Community Sprint](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GwVK?tab=discussion)

## Project Acomplishments
* Rebuilt the component to support Custom Metadata Types
* Built the component to support Custom Metadata Types
* Enhancements to the Indicator Bundle Component
* The Indicator Key compnent and Setup components to help build and understand the Indicators easily
* New companion components (Grid and Panel) in progress
* Packaging and release setup
* Marketing and release of Salesforce Indicators
* New UI for building Salesforce Indicators in progress
61 changes: 40 additions & 21 deletions cumulusci.yml
Original file line number Diff line number Diff line change
Expand Up @@ -4,9 +4,9 @@ project:
package:
name: Salesforce-Indicators
namespace: inds
api_version: '55.0'
api_version: '65.0'
git:
default_branch: 'master'
default_branch: 'main'
test:
name_match: '%Tests'
source_format: sfdx
Expand All @@ -16,8 +16,7 @@ orgs:
dev:
config_file: orgs/dev.json
days: 30
namespaced: True
scratch:
namespaced: false
demo:
config_file: orgs/demo.json
days: 15
Expand All @@ -41,20 +40,31 @@ tasks:

deploy_sample_indicators:
description: Deploys - Sample Indicators
name: Deploy Sample Indicators
group: Salesforce Metadata
class_path: cumulusci.tasks.salesforce.Deploy
options:
path: unpackaged/config/sample_AccountContact
path: unpackaged/config/sample_AccountContact/Part_1

deploy_sample_indicators_layouts:
description: Deploys - Sample Indicators Layouts
name: Deploy Page Layouts for Sample Indicators
group: Salesforce Metadata
class_path: cumulusci.tasks.salesforce.Deploy
options:
path: unpackaged/config/sample_AccountContact/Part_2

deploy_sample_indicators_objects:
description: Deploys - Sample Indicators Assigning Layouts to Objects
name: Deploy Page Layouts for Sample Indicators
group: Salesforce Metadata
class_path: cumulusci.tasks.salesforce.Deploy
options:
path: unpackaged/config/sample_AccountContact_FlexiPages
path: unpackaged/config/sample_AccountContact/Part_3

deploy_training_indicators:
description: Deploys - Example Indicators used for Training
name: Deploy Training Indicators
group: Salesforce Metadata
class_path: cumulusci.tasks.salesforce.Deploy
options:
Expand All @@ -77,16 +87,17 @@ tasks:
flows:
sample_inds:
steps:
1:
task: deploy_sample_indicators
ui_options:
is_required: False
is_recommended: False
2:
task: deploy_sample_indicators_layouts
ui_options:
is_required: False
is_recommended: False
1:
task: deploy_sample_indicators
ui_options:
is_required: False
is_recommended: False
2:
task: deploy_sample_indicators_layouts
ui_options:
is_required: False
is_recommended: False

customer_org:
steps:
1:
Expand All @@ -100,21 +111,29 @@ flows:
ui_options:
is_required: False
is_recommended: False

config_dev:
steps:
3:
task: generate_accounts_and_contacts
4:
flow: sample_inds
3:
task: generate_accounts_and_contacts
4:
flow: sample_inds
5:
task: deploy_sample_indicators_objects

config_demo:
steps:
1:
flow: install_prod
2:
flow: sample_inds
3:
task: deploy_training_indicators
task: deploy_sample_indicators_objects
4:
task: deploy_sample_indicators_layouts
5:
task: deploy_training_indicators
6:
task: generate_accounts_and_contacts

plans:
Expand Down
1 change: 1 addition & 0 deletions force-app/main/default/classes/Cmdt.cls
Original file line number Diff line number Diff line change
Expand Up @@ -17,6 +17,7 @@ public with sharing class Cmdt {
sObject__r.QualifiedApiName,
sObject__r.Label
FROM Indicator_Bundle__mdt
ORDER BY Label
] ) {
setBundle(bundle);
}
Expand Down
2 changes: 1 addition & 1 deletion force-app/main/default/lwc/illustration/illustration.html
Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@
<div class="slds-text-longform">
<h3 class="slds-text-heading_medium">{heading}</h3>
<slot name="messageBody">
<p class="slds-text-body_regular">{messageBody}</p>
<p class="slds-text-body_regular slds-p-around_xx-small">{messageBody}</p>
</slot>
</div>
</div>
Expand Down
Original file line number Diff line number Diff line change
@@ -1 +1,3 @@
<template></template>
<template>
<div>&nbsp;</div>
</template>
Original file line number Diff line number Diff line change
@@ -1,4 +1,8 @@
.cardIcon {
--slds-c-icon-color-foreground: var(--foregroundColor);
--slds-c-icon-color-background: var(--backgroundColor);
--slds-c-icon-color-foreground-default: var(--foregroundColor);
--slds-c-avatar-initials-text-color-hover: var(--foregroundColor);
--slds-c-avatar-text-color-hover: var(--foregroundColor);
--slds-c-avatar-text-color: var(--foregroundColor);
}
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