BYOB - Field Highlighter By Date (GA)

Field Highlighter By Date

The package includes a specialized component for Filtering/Highlighting by Date, which automatically checks if a record’s date falls within a specific range without manual entry.

• Requirements:

    ◦ The target field must be a Date field (DateTime fields are not supported).

    ◦ The field must be present on the current record layout.

    ◦ When specifying the Date field here, do not include the object name (e.g., use CloseDate, not Opportunity.CloseDate).

• Available Conditions: You can select conditions such as YESTERDAY, TODAY, TOMORROW, LAST_WEEK, THIS_WEEK, NEXT_WEEK, or defined ranges like LAST_N_DAYS:n.

How Each Date Condition Works

• YESTERDAY – Matches records dated exactly one day before today.
  • Example: If today is March 12, 2025, only records from March 11, 2025 will match.
• TODAY – Matches records where the date is exactly today.
  • Example: If today is March 12, 2025, only records from March 12, 2025 will match.
• TOMORROW – Matches records dated one day after today.
  • Example: If today is March 12, 2025, only records from March 13, 2025 will match.
• LAST_N_DAYS:n – Matches records within the last N days, including today.
  • Example: If today is March 12, 2025, and n=6, records from March 6, 2025, to March 12, 2025 will match.
• NEXT_N_DAYS:n – Matches records in the next N days, including today.
  • Example: If today is March 12, 2025, and n=6, records from March 12, 2025, to March 18, 2025 will match.
• LAST_WEEK – Matches records from the previous full week (Sunday to Saturday).
  • Example: If today is March 12, 2025, the last full week was March 2–March 8, 2025. Records in that range will match.
• THIS_WEEK – Matches records from the current full week (Sunday to Saturday).
  • Example: If today is March 12, 2025, this week is March 9–March 15, 2025.
• NEXT_WEEK – Matches records from the next full week (Sunday to Saturday).
  • Example: If today is March 12, 2025, the next full week is March 16–March 22, 2025.

📌 Real-World Examples

✔️ Example 1: Finding records from the Last 6 Days

• Today’s date: March 12, 2025
• Record’s date: March 10, 2025
• Selected condition: LAST_N_DAYS:6
• ✅ Match! The record falls within the last 6 days.

❌ Example 2: Checking if a record is in Last Week

• Today’s date: March 12, 2025
• Record’s date: March 5, 2025
• Selected condition: LAST_WEEK
• ❌ No Match! Last week was March 2–March 8, and March 5 is outside that range.

✔️ Example 3: Looking ahead 6 days

• Today’s date: March 12, 2025
• Record’s date: March 15, 2025
• Selected condition: NEXT_N_DAYS:6
• ✅ Match! The record is within the next 6 days.

✔️ Example 4: Finding records for Next Week

• Today’s date: March 12, 2025
• Record’s date: March 17, 2025
• Selected condition: NEXT_WEEK
• ✅ Match! Next week starts on March 16, and March 17 falls in that range.

❌ Example 5: Record too far in the past

• Today’s date: March 12, 2025
• Record’s date: March 5, 2025
• Selected condition: LAST_N_DAYS:3

❌ No Match! March 5 is more than 3 days ago.

Use Cases

• Critical Data Alerts: Highlight high-value opportunities or low lead scores.

Console App Support: The component is fully supported in Salesforce Console navigation.

Troubleshooting

• Highlight Not Visible: First, ensure that the record actually meets the filter conditions you set in the Component Visibility settings.

• Date Matching: If using the Date Highlighter, remember that LAST_WEEK and THIS_WEEK follow a Sunday to Saturday schedule.

• Missing Values: If a date field is not on the record layout, the component will not be able to retrieve the value to apply highlighting.