2023 Week 40 | Interactive Rolodex for Large Data Viewing


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.  


  • 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 




This week uses the data from the standard objects that come with the CRMA Dev-Org. If this is your first challenge, you can sign up for a dev org here: https://trailhead.salesforce.com/promo/orgs/analytics-de


After you finish your workout, share a screenshot of your solutions or interesting insights on Twitter or LinkedIn using the hashtags #WOW2023 and #CRMA and tag @genetis@PreenzJ@LaGMills and @JaackParry. (Or you can use this handy link to do that)

Also make sure to fill out the Submission Tracker to track your progress and help us judge the difficulty of our challenges.


Coming later…
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