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Attribute Name | Description | ||
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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 Icon Group will appear in the preview section after making changes. Note: This field is not applicable for Non-Record Page. | ||
Categories |
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Size | Here users can select the size of the icon.
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Icons | Here users can choose and add multiple icons.
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Alignment | Here users can set alignment for the button group in 3 locations namely:
Note: By default, alignment is set to Left. | ||
Padding Location |
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Padding Size | You can set the padding Size for Button Icon Group as: | ||
Margin Location |
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Margin Size | You can set the Margin Size for Button Icon Group as: |
Categories Configuration:
Static value configuration: Here user select the static value.
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Value
Configuration Attribute | Description | ||
|---|---|---|---|
Value Source | Here user can select a value source for category, from the values sources, namely:
By default, value source selected is Static.
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Value Type | This is a read-only field that shows the data type of the field for the icon. | ||
Value | Here user can select the icon category depending on the value source.
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Static Values:
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, |
Doctype
Doctype icons represent document file formats.
Standard
Standard Object icons represent Salesforce entities and objects (e.g., Accounts, Leads, Cases, etc.)
Custom
Custom Object icons represent Salesforce entities and objects.
Action
Doctype, Standard, Custom, Action are the icon categories from the Salesforce Lightning Design System. |
Icons config:
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Icon Attribute | Description | ||
|---|---|---|---|
NameName | Attribute is the text displayed on the Assign a name to the Icon. | ||
Select Icon | Here user can simply select the desired icon.
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Visible | Allows users to decide visibility of icon depending on criteria they choose from dropdown, namely: Note: the conditional filter is not available for Non-Record Page
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Read Only | Allows users to decide read only ability of icon depending on criteria they choose from dropdown, namely: Note: the conditional filter is not available for Non-Record Page
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Visible and Read Only Criteria:
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The Filter Criteria feature allows you to sort and refine the data in the config object records based on specific conditions. You can apply different types of filtering criteria to control when the icon should be visible or disable:
In addition to conditional-based filters, you can also select values from various sources to filter the data.
Static Filter
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Description
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All Conditions Met (AND)
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This filter displays records that meet all of the specified conditions. For example, if you set two conditions, only records that satisfy both conditions will be shown.
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Any Condition Met (OR)
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This filter displays records that meet at least one of the specified conditions. For instance, if you set two conditions, records that meet either condition will be shown.
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Custom Logic:
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criteria:
In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.
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Custom Logic for Multiple Filters:
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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Value Source:
In this section, users can choose from various input sources, including:
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