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In this section, you can see various options that appear while configuring the Likert Scale. These options include:

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Info

Note: For non-record pages, the attributes are similar, but some options may be unavailable, such as "Record Object" and "Record Preview''

Reference: Order By

Note: This field is visible only when the item source is set to "Fields."

Attributes

Description

Record Object

This represents the object for which the configuration is created. The object is already selected for record page type, as it was chosen during the initial configuration.

Note: This field is disabled and pre-filled for Record Page.

Note: This field is not applicable for Non-Record Page.

Record to Preview

This feature allows users to select an object record to see how the Likert Scale will appear in the preview section after making changes.

Note: This field is not applicable for Non-Record Page.

Label

This option allows you to assign a title to the Likert Scale.

Options

This attribute used to add new items to the Likert Scale and assign specific values to each option. This allows you to customize the scale to accurately capture the range of responses or opinions, ensuring that each option reflects its intended level of agreement or satisfaction. ns.

Info

To know more about

Options.
Info

Option Reference: Option

Item Source

It determines the origin of the items used in the Likert Scale.

  • Fields: Select this option to use predefined fields within your application as the source for the Likert Scale items. This allows you to leverage existing data fields for your survey or feedback questions.

  • Records: Choose this option to use specific records from your database as the source for the Likert Scale items. This is useful for dynamic surveys where the items are derived from individual records or entries.

Items

It includes options for adding follow-up questions, enabling the collection of additional feedback. To know more about items.

Info

Reference: Items

Note: This field is visible only when the item source is set to "Fields."

Child Relationship

The "Child Relationship" field allows you to select the child object that you want to display in the Liker Likert Scale.

Info
Info

To know more about Child Relationship.

Reference: Child Relationship

Note: This field is visible only when the item source is set to "Fields."

Object Name

The name of the selected child relationship object will be auto-populated here in a read-only format.

Note:

  • If no child relationship object is selected, the record object will be auto-populated by default. Otherwise, you will need to choose an object for this field.

  • This field is visible only when the item source is set to "Fields."

Label Source

Allows you to select the label used for the Likert Scale items. This determines which text will appear as the questions or statements that respondents will rate.

Note: This field is visible only when the item source is set to "Fields."

Value Source

It allows you to choose a field from the selected object where user feedback will be stored.

Note: This field is visible only when the item source is set to "Fields."

Filter Criteria

Filter Criteria in the Related List component allows users to define specific conditions to filter and display within the data table.

Info

Reference: Filter Criteria

Note: This field is visible only when the item source is set to "Fields."

Order By

This feature allows user to sort data in the related list in both ascending and descending order.

Info

Padding Location

You can set the padding location for Likert Scale as:

Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Padding Size

You can set the padding Size for Likert Scale as:

XXX Small, XX Small, X Small, Small, Medium , Large, X Large.

Margin Location

You can set the Margin location for Likert Scale as:
Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Margin Size

You can set the Margin Size for Likert Scale as:

XXX Small, XX Small, X Small, Small, Medium , Large, X large.

Options

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  • Label: Enter the descriptive text for each response option (e.g., "Strongly Agree", "Neutral").

  • Value: Assign a numerical value to each label to quantify the responses (e.g., 5 for "Strongly Agree," 3 for "Neutral").

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Custom Condition Logic in Salesforce allows you to define complex filtering criteria by combining multiple filter conditions using logical operators like AND, OR, and NOT.

  • AND means all conditions must be true.

  • OR means at least one condition must be true.

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For Example, If you have three filters:

  1. Opportunity Stage = Closed Won

  2. Account Type = Customer

  3. Last Activity Date > Last 30 Days

You could use the following custom condition logic to display results that meet your criteria:

1 AND (2 OR 3)

This logic means that only records where the Opportunity Stage is 'Closed Won' and either the Account Type is 'Customer' or the Last Activity Date is within the last 30 days will be shown.

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For example,

Suppose you below filters

  1. Account Type = 'Customer'

  2. Contact Title contains 'Manager'

  3. Opportunity Probability > 70%

  4. Case Status = 'Open'

  5. Last Activity Date = Last 30 Days

  6. Account Rating = 'Hot'

Custom Condition Logic:
((1 OR 6) AND (2 AND 3)) OR (4 AND NOT 5)

Explanation:

  • This logic will display related records where:

    • (Account Type is 'Customer' OR Account Rating is 'Hot') AND (Contact Title contains 'Manager' AND Opportunity Probability is greater than 70%); OR

    • Case Status is 'Open' AND there is NO Last Activity in the last 30 days.

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