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Status Card

By Salesforce Labs

Providing personalized record status management

Free  

Never requires payment

Try It
Business Need
Data Management
Requires
Platform Cloud

Just specify the List View. The setup is very simple and easy. You can start using it just right after installation. No additional setting is needed. By setting the range value for each user, you can manage the personalized records.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
StatusCard/ver 1.4.0 1.4.0
Listed On
03/02/2021
Latest Release
01/09/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English
Japanese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/24/2021

Additional Details

By placing a Status Card on the home screen or utility bar, you can create a list view listing across objects. ・Users can immediately notice the information that they need to respond to. -Easy to access the frequent list views ・You can set a range of values based on the number of records and notice by the color change of the panel. -You can visually see how many records you have for monthly opportunities, daily leads, and unresolved cases. ・Personalized record status management by allowing individual user settings. -Configuration information can be retained for each user. ==========★★★★★==========★★★★★==========★★★★★========== 作成したリストビューを指定するだけ、設定はシンプルで直感的、とにかく簡単。 初期設定不要でインストール後すぐに使用できます。 ユーザーごとに閾値を設定することで、パーソナライズ化されたレコードの状態管理が行えます。 ホーム画面やユーティリティバーにStatus Cardを配置することで、オブジェクトを横断したリストビューの一覧を作成できます。 ・ユーザがすぐに自分が対応しなければならない情報を取得して気づきを得られる -よく見るリストビューにすぐアクセスできる ・レコード数を条件にしきい値を設定して、パネルの色の変化で気付きを得られる -今月の商談や本日のリード、未対応のケース等、何件のレコードがあるのか視覚ですぐ把握できる ・ユーザー個別で設定が行えるので、パーソナライズ化されたレコードの状態管理が行える -ユーザ毎に設定情報を保持することができる

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Salesforce Labs

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