![]() ![]() Some of your Salesforce users might be visually impaired, using a screen reader or other assistive device. Now, that’s the go-to report for the Academy Group’s learning team to see which students need some extra attention to get them back on track. Once those formula fields were built to display, it was a simple matter to drop them on a report together. Each of the other fields on that report worked essentially the same way. ![]() Then there’s a nested IF statement that showed an emoji based on which band the GPA falls into. I began by simply displaying the GPA value and a space-no magic there. Here’s the formula field that takes the value from Current GPA (a roll-up summary field) and gives the Flag: GPA field that’s on the report: For this chart of student support flags, I found three great options: There are a lot of emoji to choose from, and I wanted three that went well together while adequately expressing the meanings to our users. (On a Mac, just hit Command+Ctrl+Space and the Emoji keyboard pops up!) You can use emoji anywhere you would normally use a text character like a letter, number, or punctuation mark.īasically, the hardest part of the formula for each of those fields was deciding which emoji would represent each category. In fact, you can start to make sense of a whole report at a glance (even when we shrink it for display as a screenshot):Įmoji aren’t just for texting anymore. By adding in an image flag, it’s instantly clear whether each measure is in a problem zone or not: Let’s go back to the Academy Group tracking several measures of student success. Luckily, emoji are ready on your keyboard at any time, and when you put them into a formula, you’ll have the exact result right on screen! How I solved it And when you’re in the formula field, you don’t actually get the image that is going to display all you get is the file name. Those are great tips and they certainly work, but they can be a pain to maintain. We can add badges using static resources, as noted in this NPSP best practice post and this Trailhead module. ![]() There are existing solutions for putting graphical image flags into a Salesforce field. ![]() And even with text indicating the level of risk, it becomes a wall of unreadable characters. Looking at numbers for all of these metrics together on a report, it’s nearly impossible to parse the different meanings. And for each metric, the cutoffs dividing low, medium, and high risk are different. Each of those metrics is calculated differently, whether attendance (a percentage), GPA (out of 4), or a count of concerns by advisors (a number). And if you’ve got a solid wall of numbers or words in front of you, it takes a lot of cognitive work to try to make sense of it.įor example, the Academy Group is tracking several measures of student well-being and academic success, from GPA and school attendance to engagement with Academy Group programming and advisor assessments of well-being. Research shows that our brains process images much faster than words or numbers. Whether it’s in a single field, a compact layout, or a big flashing section of a page layout, there are always moments when it would be nice to have an image that conveys meaning in an instant. Sometimes, text or numbers just aren’t evocative enough to catch users’ attention at the right moment. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Let’s take a look at how Michael Kolodner was able to make graphical flags on Salesforce data without document storage or image tags. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Welcome to another post in the “How I Solved This” series. ![]()
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