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Salesforce_Advanced

Advanced Salesforce techniques

There are complicated features provided by Salesforce that provide TONS of value. Can they be used in Skuid? Approval process? Duplicate Management rules? YES! But they may be a bit more complicated to set up. The pages below provide examples to explore and include in your Skuid Applications.

Contents

Instructions

To use one of the sample pages in these folders, follow these steps:

Note: Some of these pages require a separate data source, or require installation of a design system. Look at the README for each page for further instructions.

  1. Copy the raw XML from the sample page you'd like to use.
  2. Go to Pages in Skuid - click Create Button
  3. Name your Skuid page.
  4. Click XML Options.
  5. Select Paste XML.
  6. Paste the copied XML into the text area.
  7. Click Create.

You will be directed to the App Composer, displaying your newly created sample page.

  • To see your page in action, click Preview.
  • Otherwise, modify to your heart's content and click Save to retain your changes.