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How to Dynamically Filter Metrics by Days on Record Pages in Salesforce
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How to Dynamically Filter Metrics by Days on Record Pages in Salesforce

A Coming Up Next card on the account page: pick 7 or 30 days, metrics for opportunities and tasks update.

Intermediate
12:33
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How to Dynamically Filter Metrics by Days on Record Pages in Salesforce
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What you will build

Build a Coming Up Next component on the account page, with metrics that follow a time frame chosen in a combobox. For Salesforce admins who build Dynamic Components for record pages.

  • A combobox that drives a reactive query on a time frame, such as 7 or 30 days
  • Formulas and resources that turn the text choice into a number
  • Metrics for upcoming opportunities and tasks
  • A layout with cards, columns and custom styles
  • $Component.recordId to limit the metrics to the current record

Before you start

The Avonni Experience Components package (it includes Dynamic Components).

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