Experience Sites

Track my installation

A homeowner follows the solar installation step by step on the customer portal, from the signed proposal to the grid connection, without a Salesforce login.

Timeline
xpcActivityTimeline
center
The scenario

SolarOps gives every customer a tracking page. Seven steps on one timeline, grouped by month, the upcoming ones first. Each step carries two facts: who did it, how long it took, which permit, which utility. A menu on every step lets the customer upload photos or contact the crew. Download report sits in the header.

The configuration
  • groupBy: month, sortedDirection: desc: what comes next at the top, the history below.
  • itemDateFormat.preset: DATE_MED, fieldAttributes.variant: label-inline with largeContainerCols: 2: one line per fact, two facts per step.
  • avatar.initials on the steps done by a person, avatar.fallbackIconName on the rest: people get a face, events get an icon.
  • actions Upload photos and Contact crew, headerActions Download report: the customer acts from the timeline.
Step by step

The settings above are the ones that matter. The tutorial has the whole build: the objects and sample data behind the screen, every step in order, and what to check once it runs.

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Flow Screen ComponentsDynamic ComponentsExperience Site ComponentsLWC Components
Video tutorial

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