In this section, you can see various options that appear while configuring the Likert Scale. These options include:
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. To know more about Options. Reference: Option |
Item Source | It determines the origin of the items used in the Likert Scale.
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Items | It includes options for adding follow-up questions, enabling the collection of additional feedback. To know more about items. 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 Scale. 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:
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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. 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. Reference: Order By Note: This field is visible only when the item source is set to "Fields." |
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
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").
Items
Label: Use this field to enter the question or statement for which you want users to provide feedback. For example, you might ask, "How effective was the training session in improving your skills?"
Value: Select this option to choose a field from the selected object where user feedback will be stored.
Child Relationship
This field allows you to select the child object that you want to display in the Likert Scale
You can configure the display to include data up to a 3-level hierarchy, enabling detailed and nested information to be shown within the Likert scale.
Filter 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.
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.
For Example, If you have three filters:
Opportunity Stage = Closed WonAccount Type = CustomerLast 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.
For example,
Suppose you below filters
Account Type = 'Customer'
Contact Title contains 'Manager'
Opportunity Probability > 70%
Case Status = 'Open'
Last Activity Date = Last 30 Days
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.