SmallBuilder Lists Introduction

SmallBuilder Lists offers a powerful and flexible record listing feature. This system enables users to create and manage customized lists tailored to their needs by leveraging various data sources. It supports a wide range of filtering options and actions, making it highly adaptable. With SmallBuilder Lists, users can quickly address complex business requirements and make effective, data-driven decisions.

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🔸 Why Choose SmallBuilder Lists?

Salesforce provides basic List Views for each object, which are essential for viewing data but come with significant limitations:

1. Limited Button Creation

In Standard List Views, buttons can only be implemented using URL or Visualforce Page formats, except for cases involving record creation or updates. For example, adding a button to generate orders by selecting multiple products in a product list requires using a URL format, which often involves additional configurations in the Flow itself, making the implementation complex and cumbersome.

2. Lack of Data Export Functionality

The lack of a data export feature is a limitation. Currently, it is not possible to export the data retrieved in lists to Excel. While this is a feature frequently requested by many clients, it requires additional development at this time. This inconvenience has been a longstanding concern for users.

3. No External Data Integration

Integration with external data is not supported. In the Standard List View, it is not possible to directly access real-time data from external systems such as ERP.

SmallBuilder Lists addresses these limitations by offering advanced features, as well as highly requested features like Excel export and real-time integration with external data. Additionally, its intuitive Point & Click List Builder allows anyone to implement advanced features without requiring development skills.

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🔸 Key Features of SmallBuilder Lists

The key features of SmallBuilder Lists are as follows:

✅ Point & Click Configuration Tool

Admins can effortlessly configure filters, action buttons, and columns using the Point & Click interface. Real-time previews during setup allow users to see the results of the list configurations instantly.

✅ Versatile Action Buttons

SmallBuilder Lists supports multiple button types, including New, Delete, Flow, and URL. By adding Flow buttons, users can create buttons with a wide range of functionalities.

✅ Data Export (Excel)

Up to 50,000 searched records can be exported to Excel. This feature can be enabled or disabled in the List Builder, providing flexibility based on business needs.

✅ Advanced Filtering Options

Filters based on fields from the selected object allow users to extract and view only the records they need.

✅ Related Object and Real-Time External Data Integration

Whether internal or external, data scattered across multiple systems can be seamlessly viewed in one place using the Data Source feature.

This feature consolidates data from different sources into a single view, much like replacing multiple small windows with one comprehensive, panoramic view.