BYOB - Row Highlight Configurator (GA)

Phase 1: Adding the Configurator to the Utility Bar

Before users can create rules, the configurator must be added to the Salesforce App's Utility Bar.

1. Navigate to App Settings: Open the Lightning App Builder and select the app you wish to modify.
2. Access Utility Items: In the sidebar menu, click on Utility Items (Desktop Only).
3. Add the Component:
   1. Click the Add Utility Item button.
   2. Search for and select Row Highlight Configurator from the list of available components.
4. Configure Properties:
   1. Label: Enter "Row Highlight Configurator".
   2. Icon: Select a relevant icon (e.g., "fallback" or a custom lightning bolt).
   3. Panel Dimensions: Set both Panel Width and Panel Height to 480 for optimal viewing.
5. Save: Click Save to apply the changes to your app.

Phase 2: Building Highlighting Rules

Once the component is in your utility bar, you can define rules for different list views (e.g., Opportunities, Leads).

1. Open the Configurator: Click the Row Highlight Configurator in the utility bar.
2. Initialize the Rule Builder:
   1. The tool will automatically detect the visible columns and rows in your current list view.
   2. Click the + Add Rule button to start.
3. Define Conditions:
   1. Select the Field (e.g., "Prospect Region").
   2. Select the Operator (e.g., "equals").
   3. Enter the Value (e.g., "USA").
   4. Optional: Click + condition to add multiple requirements using AND logic (e.g., Highlight if Region is "USA" AND Lead Source is "Package Installation").
4. Select a Highlight Color: Choose from the available color palette (Yellow, Orange, Red, Purple, Blue, Light Blue, Green, or Grey) to represent this specific rule.
5. Apply the Rule: Click Apply to see the changes reflected immediately on your list view.

Best Practices & Tips

• Clear All: Use the Clear button to remove all active rules and reset the list view appearance.
• Automatic Detection: Ensure you are on the list view you want to highlight before opening the configurator; the tool counts the visible columns and rows to ensure the rules apply correctly.
• Multi-Condition Logic: Use the AND operator to create highly specific highlights for complex data sets.