A Superior Data Table for Salesforce Flows

Effectively visualizing and interacting with data is essential for maximizing the value of Salesforce. Many users find the platform's standard data presentation options limiting, hindering their ability to quickly understand and act on key information within their workflows. The Avonni Data Table Flow Screen Component addresses this challenge by providing a powerful and highly customizable solution for displaying and managing data directly within Salesforce flows. This enhanced component offers a significant upgrade over the standard Salesforce data table, delivering advanced features and greater flexibility for a more intuitive and efficient user experience. Let's see how this difference can elevate your Salesforce user experience.

Introducing the Avonni Data Table for Screen Flows

The Avonni Data Table offers a significantly improved way to manage and visualize data in tabular form within Salesforce flows. Its enhanced interaction and extensive customization options empower users to create dynamic and user-friendly interfaces.

Avonni Data Table vs. Standard Salesforce Data Table: Key Differences

The Avonni Data Table offers several key advantages over the standard Salesforce data table:

• Pagination: Built-in pagination allows for efficient handling of large datasets by dividing them into manageable pages.
• User Interaction: Enhanced features like row selection, dynamic sorting, and row actions provide a richer user experience.
• Search: A built-in search box enables users to quickly find specific data within the table.
• Pill Container: This feature allows users to select multiple items and perform bulk actions or display selected items in a compact format.
• Data Formatting: Avonni supports various data formatting options, including currency, percentage, date/time, and even rich text.
• Inline Editing: Users can directly edit data within the table, streamlining data entry and modification.
• Grouping: Data can be grouped by specific columns, improving data analysis and organization.
• Filtering: Advanced filtering options, including dynamic picklists and hidden filters, provide powerful data refinement capabilities.
• Column Customization: Extensive options for customizing column widths, alignment, sorting, and display types (e.g., badges, progress bars).
• Reactive Queries: Direct querying within the component eliminates the need for separate "Get Records" elements in many cases.

Easy Data Table Creation with the Integrated Data Table Builder

The Avonni Data Table takes the ease of use to a whole new level with its integrated Data Table component builder. This intuitive builder allows you to create your data table on the fly, eliminating the need for manual configuration.

Here's what makes it so user-friendly:

• Drag-and-Drop Functionality: Simply drag and drop columns to define the table layout and order.
• Real-time Configuration: As you configure settings like column properties, filtering options, and styling, you get an instant preview of how your data table will look. This visual feedback empowers you to fine-tune the table's appearance and functionality with ease.
• Simplified Data Mapping: Map data from various sources, including flow variables and SOQL queries, to specific columns in the table with a user-friendly interface.
• Effortless Testing: Preview your data table with real or sample data within the builder itself. This allows you to test and refine your configuration before deploying it in your flow, saving you time and ensuring a smooth user experience.

With the Data Table builder, building and configuring your Avonni Data Table becomes a streamlined and visual process. You can focus on creating the perfect data visualization for your flow users without getting bogged down in complex configuration.

Configuring the Avonni Data Table

The Avonni Data Table offers several configuration options to tailor its functionality and appearance:

• Data Source: Choose from three data source types:
  • Manual: For static or predefined data.
  • Variable: For data from flow variables (e.g., "Get Records" output).
  • Query: For dynamic data retrieval using SOQL queries directly within the component.
• Data Mapping: Maps source data to specific table columns, including fields from related records (lookup relationships). Drag-and-drop and "Add Columns" methods simplify this process.
• Column Customization: Customize column properties such as width, alignment, sorting, text wrapping, and display type. Control decimal places for currency and percent fields. Display rich text fields correctly using the 'Rich Text' type. Add filters and make fields editable.
• Header Customization: Customize the header title, caption, icon, and actions. Control the visibility and behavior of header actions.
• Row Actions: Add dropdown menus with actions for each row, such as "Delete," "Edit," or custom actions. Configure interactions to define the behavior of these actions.
• Grouping: Group data by specific columns to create organized sections within the table. Customize the appearance and behavior of grouped data.
• Pagination: Configure pagination settings, including the number of items per page, alignment, and button styling.
• Pill Container: Enable the pill container to display selected items. Customize the label field, sorting, and display (single line or multi-line).
• Filtering: Configure filtering options, including filter type (horizontal, popover, side panel), dynamic picklists, and hidden filters. Customize the filter panel appearance and behavior.
• Search: Configure the search box placeholder text and position. Enable search on specific fields, including hidden fields. Set a default search value.
• Styling: Customize the appearance of the table, including margins, padding, borders, row height, cell padding, header styling, and styling for various elements like pills, avatars, and pagination buttons.
• Interactions: Define actions for header actions, row actions, save actions, and cancel actions.

The New Query Data Source Feature

The introduction of "Query Data Source" significantly enhances the capabilities of the Avonni Data Table. It allows users to directly write queries within the component, eliminating the need for separate "Get Records" elements in many cases. This simplifies flow design and improves performance.

Distinguishing 'Get Records' Collection and 'Query Mode':

• Get Records: Retrieves records based on specific criteria and stores them in a collection variable. Suitable for simple data retrieval scenarios.
• Query Data Source: Executes queries directly within the component, providing greater flexibility and control over data retrieval. Ideal for complex queries, filtering, and related record retrieval.

Enhanced Features in Detail

• Filters: Avonni offers several filtering options, including "Display as Popover" for a compact UI and side panel filters for more complex filtering scenarios. Hidden filters allow for filtering data without displaying the corresponding columns. Dynamic picklists ensure that only relevant picklist values are displayed in filter menus.
• Inline Editing: Empower users to directly edit data within the table. Choose between inline editing with a pencil icon or direct cell editing for faster updates. Configure save interactions to persist changes.
• Group By: Organize data into logical groups based on specific columns. Customize the appearance and behavior of grouped data, including collapsing groups and displaying row counts.
• Column Widths: Customize column widths individually or globally using fixed or auto modes. Control minimum and maximum widths and disable resizing if needed.

Wrapping Up

The Avonni Data Table Component for Screen Flows is revolutionizing data management and visualization within Salesforce flows. Its advanced features, extensive customization, and user-friendly interface provide an indispensable tool for creating dynamic, interactive, and efficient data experiences for Salesforce users.