Automation Champion Blog Post
Purpose of the Article (You can delete this part)
Purpose: This article is aimed at readers of the Automation Champion blog, and should be informative about SharinPix's approach to developing automation, administrating it, so as to provide a kind of "how to think about this" process for others. In this context, SP will use examples from its own experience with this.
If people want to install the app just to test out the components and how they work, call the action.
Introduction
First of all, we'd like to introduce ourselves and our company: SharinPix. We're based in France, and we aim to be the default go-to when it comes to taking, uploading and working with images in the Salesforce ecosystem. We started out very much like most organizations that work with Salesforce: small but energized by that big goal: to be THE Image Experts. Along the way, we were amazed at all the different types of companies that actually need to use images in their workaday world. We learned that many of those companies send their employees out of the office and into the field where they don't have the time or ability to figure out how to make their images find their way back to Salesforce. The folks up on the roof installing solar panels, for instance. We really had to make it easy for them to use our App. Now that we've figured it out, we wanted to share what we learned with other people who might just want to do amazing things with Salesforce.
Think Component, Not App
Often, when the team is thinking of how to accomplish some Salesforce magic, they think, sometimes out-loud, even: "There could be an App for that." And it's true, much of the time. But Apps are personalized with a lot of constraints. An app tries to narrow the way people need to interact with the organization, so that they can make sure all the use cases are covered. A component is more flexible because the administrator has the power to personalize it. Because the parameters cover so much territory but don't interfere with the work that needs to get done, they create a flexibility that an ordinary app can't touch.
Think Small First, then Big
Before we get too far ahead of ourselves, though, we need to take a step back and look at the bigger picture. Using components is great, but think about all the devices that will be in use with your components. Devices that have smaller screens. Devices that have different input modalities-- touch screens, keyboards, right and left clicking mice. At SharinPix, we found that the best approach to take was Small-to-Large. We start out thinking mobile device-- how do we need to present data on that small screen that will be a no-brainer to the user in the field? In fact, it is easier to adapt the small screen dynamics to the big screen with a mouse and keyboard than the other way around. Lesson learned!
Bring on the Parameters!
Once you've built your solution, added components to the screens - small and large - take the next step and empower your System Admin to embellish the whole with as many parameters as possible. Why? you are perhaps wondering. You're adding flexibility and usability across the board. You're multiplying the choices so you can multiply the use case coverage in your organization. The result may be a drag-and-drop on the Record Page Builder or it could be hiding some part of the picture that isn't particularly relevant to, say, the Marketing Manager, but makes total sense to your dev team.
Find Some Homes
When it comes to components, the first thing that comes to mind is...the RECORD PAGE. That makes sense, since it's the place in Salesforce where the most important data lives out its life. So, start building your idea for the Record Page Builder, of course! But then realize that it's not the only stop on the trip. You can make your components available for the Community (now called Experience Cloud). You can share your power with the developers so they can embed the component in their own projects. And even better, you can construct components for a screen flow. So using flow builder, an administrator can rely on your component to give the users exactly what they need to finalize an action. You'll have the best possible addresses: Record Builder Lane, Community Center, Dev Drive and Flow, Flow, Flow the Boat Street!
Need a Map?
Next, take the time and bite the bullet to produce good documentation. One day, you might be lost in the maze, looking for a way to do that great trick you learned at Dreamforce a couple of years ago, but now, it's just a bit too hazy peering into the past. Good documentation will see you through memory lapses and changes in personnel. Every component you build needs to sing its own praises on the pages of your documentation. The admin who takes the helm needs to understand what he/she can actually accomplish with the work you've done.
Need some ideas? Come on over to SharinPix
Practice makes perfect and SharinPix gives you the perfect playground to try out some of the ideas we've been discussing-- our 14-day free trial. You can experience any of our 20+ components to check out what they can do. You can see them in action on record pages, in your community site (Experience Cloud) and embedded in development or enhancing your flows. Stop by the AppExchange and hit Get It Now. It's that easy.
Notes: This can also be deleted.
- Why are we relevant
- Fun and short: what we've been through, we are experts,
- Helps people implement image features, used by field users, where they don't have time/ability to figure out how to use something (sm on a roof, installing solar panel)
- Used by so many different industries, asked to make it as personalizable as possible.
- Use it on their terms...
- Needs images..take them, view them, working with images...
- Helps people implement image features, used by field users, where they don't have time/ability to figure out how to use something (sm on a roof, installing solar panel)
- Fun and short: what we've been through, we are experts,
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- Think Component, not App
- App: Personalized with a lot of limitations, How people should do something...too much of the use cases
- Components: Solve hardest part of the use case, can be personalized by an admin
- Think Component, not App
- Even if you have done all that, there are many different devices, screensize, diff ways to input data, (touch UI, Keyboard and mouse)
- Think Mobile and small screen first, easier to adapt to big screen/mouse/keyboard
- From app to component that works on Mobile
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- Now, you've built it:
- Give the power to the admin, add as many parameters as possible, the component
- behavior in results, needs ui, limitations (hide something) Drag and Drop on the Record Page Builder
- Now, you've built it:
- Record Page builder, isn't the only place where you can use a component,
- Community-- SF Exp Cloud
- Your own development, embedding
- Even better, construct a process using flow baneuilder and offering screen flow, creates a UI, user gets exactly what he needs to finalize an action.
If you are lost, guess what, good documentation on each component...The admin needs to understand what he/she can do with it.
You can try out this approach to using components at SharinPix for 14 days at no cost.
- Try it for yourself.
- you 20 plus components to check out and see what they can do in page records, community, embedding in Development, and try in flow.
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