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.
πΈ 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
Standard List Views do not allow exporting filtered data to Excel, a common requirement among customers. Implementing this functionality requires custom development, which can be cumbersome and time-consuming.
3. No External Data Integration
Standard List Views cannot display real-time data from external systems, such as ERP platforms. This limitation prevents users from accessing external data alongside Salesforce records.
SmallBuilder Lists addresses these limitations by offering advanced features, including versatile button functionalities, Excel export capabilities, and real-time external data integration. Additionally, its intuitive Point & Click List Builder empowers users to implement sophisticated features without requiring development skills.
πΈ Key Features of SmallBuilder Lists
SmallBuilder Lists comes packed with the following standout features:
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Point & Click Configuration Tool
Admins can effortlessly configure filters, action buttons, and columns using the Point & Click interface. Real-time previews during setup allow you to see the results of your list configurations instantly.
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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.
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Data Export (Excel)
You can export up to 50,000 records to Excel. This feature can be enabled or disabled in the List Builder, providing flexibility based on business needs.
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Advanced Filtering Options
Filters based on fields from the selected object allow users to extract and view only the records they need.
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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.
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