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Recipe Template
JodieM edited this page Oct 22, 2023
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4 revisions
This is a work in progress!
Page Heading Object: Name - Bundle Name eg Account: Default Indicators
A Description of this Bundle
| Fields | Value | Description |
|---|---|---|
| Field Name | Value |
Notes |
- Links to Indicator Items
Name, Link
Page Heading Object: Name - Indicator Name Name eg Account: Account Rating
Details of what this Indicator Item does
| Fields | Value | Description |
|---|---|---|
| Field Name | Value |
Notes |
| Fields | Value | Description |
|---|---|---|
| Field Name | Value |
Notes |
Details of any formula fields needed for this Indicator.
IsActive
OR(ISPICKVAL(Status,"Active"),ISPICVAL(Status,"Expiring"))
Hint Create a DLRS Recipe or link to a DLRS recipe if using a DLRS rollup. OR just note something like Rollup Count of Case.ID to Contact.NumCases__c
Name, Link