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Explore the power of embedding contextual information

Today's users demand a lot from their applications: speed, simplicity, and an intuitive experience...

Today's users demand a lot from their applications: speed, simplicity, and an intuitive experience. While Salesforce is a powerful platform, there's always room to enhance the user experience, especially when it comes to navigating pages and accessing information.

Imagine a Salesforce where information flows seamlessly, interactions are intuitive, and users feel empowered, not overwhelmed. A Salesforce where complex processes are streamlined, critical insights are readily available, and every interaction feels efficient and delightful.

We can achieve this by embedding contextual information directly within our Flow components. This approach can transform how users interact with your solutions, making them more engaging and user-friendly.

Creating More Intuitive Salesforce Experiences

Instead of overwhelming users with dense pages or jarring pop-ups, we can seamlessly integrate relevant details right where they're needed. With the Avonni Components package, we can move beyond standard Flow Builder capabilities and embed relevant information directly within the components users already interact with.

Enhancing a Calendar with Contextual Insights

Imagine you're using the Avonni Calendar component within a Screen Flow to show sessions for your event. Wouldn't it be great if users could click on a session and instantly see more information, like speaker bios or session descriptions, without navigating away?

Embedding Contextual Information: A Practical Example

Creating this interactive calendar experience is simpler than you might think. Here's how it works:

  • Two Flows are Better Than One: You'll need two Screen Flows. The first displays the main calendar view (using the Avonni Calendar component). The second Flow contains the detailed information you want to show in the side panel.
  • Connect the Flows: In the primary Flow, configure an "Open Flow Panel" interaction on the Avonni Calendar component. This interaction triggers when a user selects an event.
  • Pass the Record ID:  You'll need to pass the record ID of the selected event to the second Flow. This ensures the panel displays the correct details for the chosen event.

Building the Detail View

The second Screen Flow provides an in-depth view when a user clicks on an event. This Flow is more than just a simple panel; it's an opportunity to create a rich, engaging experience with layered information.

Here's how we approach it:

  • Structure with Purpose: We start by structuring the screen element using a combination of Avonni components like Headers, Metrics, and Tabs. This creates a clear hierarchy and guides the user through the information.
  • Layer the Details: We add relevant details from the event record within each tab, including record details and lists. This provides a comprehensive view of the selected event.
  • Dynamic Visibility: We implement dynamic component visibility rules to optimize the display and avoid overwhelming the user. For instance, the Avonni Avatar component only appears when the "Overview" tab is active.

This approach allows us to present a wealth of information in a structured and engaging way, ensuring the user experience remains clean, intuitive, and focused.

Expanding Possibilities: Contextual Information Beyond the Calendar

The calendar example demonstrates the power of visualizing information within Screen Flows, but the potential extends far beyond scheduling events. With Avonni's diverse components and the Open Flow Panel interaction, you can reimagine how users interact with data across your Salesforce org.

Imagine these scenarios:

  • Enhanced Account Pages: A data table displayed as a list of employees related to an account page. Users can expand a panel with a simple click to reveal detailed employee information without navigating away.
  • Interactive Maps: Use the Avonni Map to visualize account locations. Clicking a map marker reveals a panel with key account details, related contacts, and recent opportunities, all within the same screen.

With the Avonni Open Flow Panel interaction, you're no longer bound by traditional Salesforce UX limitations. Create modern, app-like experiences that seamlessly integrate information and actions, empower your users, and transform how they interact with your Salesforce solutions

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Salesforce Flow UX: Embed Contextual Information with Avonni Components
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