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.

Open the tutorial
Runs on
Flow Screen ComponentsDynamic ComponentsExperience Site ComponentsLWC Components

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