2023 Week 40 | Interactive Rolodex for Large Data Viewing

Introduction

Hello and welcome to the week 40 CRMA challenge!

The instructions are written assuming you already have a dev org with Accounts and Contacts loaded.  If you need to spin up a new org with data, see the link below. 

This week we are creating a interactive table to search/sort Customers and Accounts by alphabet, much like using a rolodex.  You can use this toggling feature on any subset of data and is particularly helpful when dealing with large datasets where you want to reduce scroll time.  

Requirements

• Create a recipe to join your accounts and contacts
• Add a transformation node with 2 formulas
  1. Create a new column displaying the value (Initial) of the Contact Last Name
     1. a. Label = Contact Last Name Initial
     2. Api = Contact_Last_Name_Initial
  2. Create a new column displaying the value (Initial) of the Account Name
     1. a. Label = Account Initial
     2. Api = Account_Initial
• Create and Output node and run recipe
• Create a dashboard with:
  1. A values table showing:
     1. Contact Full Name
     2. Contact Last Name Initial
     3. Account Name 
     4. Account Name Initial
  2. Create a toggle for “Contact Last Name Initial”
  3. Create a Static/Custom query with 2 columns, both type “text”
     1. Column 1 – Label = Display
     2. Column 2 – Label = Value
     3. Row 1 – Display Label = “Contact Last Name”  & Value = “Contact_Last_Name_Initial” 
     4. Row 2 – Display Label = “Account Name”  & Value = “Account_Initial”
     5. Set the Query Properties to “Single Selection Required”
  4. Create a 2nd Toggle and add the static query 
  5. Add an interaction on the first toggle to bind the static query to value on selection