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(light music) – All right Welcome to this latest edition of the Skuid appetizers I wanna thank you for joining us today My name is Matt Brown, I’m a product manager here at Skuid I get to work with Skuid and Salesforce, and man, I gotta say, I love that intro music It is, it’s so much fun Made the quickest cup of coffee you’ve ever made in the two minutes there But yeah, so today we’re gonna be looking at using Skuid to extend Salesforce process automation Salesforce has a ton of great tools for automation on the backend Flow builder, workflow rules, stuff like that, and Skuid has the ability to kind of take that and build on top of it What we really care a lot about at Skuid is the front end, the user interface, user experience that you’re building We have a component library, but with that component library, we’ve got some really great tools for client side actions and logic, the kind of behavior that takes something from a static page and turns it into a dynamic application And so we’ve looked at a lot of things kind of related to marrying those things together In the past appetizers, we’ve done a few on dynamic forms We looked at related lists this last time, and in each one of these we’re trying to touch on pain points that Salesforce admins and devs hit when they’re trying to do declarative customization on top of Salesforce It’s a great tool, great engine that you’re running on, but sometimes you hit those limits, and we’re trying to help you get beyond those limits here So that’s our context We’re gonna be looking at process automation some today Sarah, what are you gonna be a Oh, sorry, let me introduce you first We’ve got Sarah Hughes who works in our Professional Services organization, doing some really excellent implementations with our customers We’ve got these incredible solutions engineers and architects that work with our customers that do amazing things with Skuid and Salesforce Salesforce, what do you do? Sorry, I just called you Salesforce, man It’s that time of the afternoon, sorry everyone Sarah, what kind of things do you do at Skuid and Salesforce, and what are you gonna be showing us today? – Hi Matt, thanks You can call me Salesforce, it works Welcome to 2020 So, you know, one of the things I really love to do here at Skuid and just kind of in my former life, is really extend the power of Salesforce I was a Salesforce admin for a while before I came to Skuid and I love, you know, just kind of harnessing that power that’s there So what we’re gonna just talk through today is, is kind of some issues that I think a lot of Salesforce devs that use process automation might be aware of when it comes to letting your user know that something happened I came from a world where I was a, in a small shop I didn’t have access to backend Salesforce developers, or Apex, for a lot of reasons, costs, technical debt, all of the things, all of those value drivers we talk about where Skuid comes in and really can help make Salesforce a wonderful, delightful experience So that being said, I am a huge fan of process automation It allows you to do so much on the backend that really enhances the work that your user is doing, so that your users aren’t coming in and doing a bunch of tedious work You know, let the system do the heavy lifting You know, if there’s a logic trail that you can create there, let the system do it You know, that’s kind of another tenant that I just kind of love to build applications with So yeah, that’s gonna really Sorry, go ahead, Matt – Well I just wanna jump in, because it’s a hard thing to know where to use which tools sometimes, and I remember in the first couple of years where I was doing Skuid implementations, working with one customer where, you know, they said, “Oh, we need you to go use Skuid actions “to go do this, this, and this in the Skuid page,” and I wasn’t sure, cause it was real, I always had imposter syndrome, but I was like, that sounds like the kind of thing you’d wanna do with maybe an Apex trigger, or a workflow rule on the backend And they said, “Yeah, we should, but it’s just a mess, “and we can’t, we can’t afford to do that.” And that just like highlighted it for me Okay, no, there are things that you wanna have on the backend, you wanna have on the front end Let the backend use that power of the server You’ve got integrity, process integrity It means everywhere you have that,

it’s gonna be able to do that So very important to make that distinction on what you’re doing with backend process automation, versus what you’re doing in the front end, and that’s one thing I’ll keep interjecting with today as we look at some of the cool stuff that you’re showing – Yeah, absolutely I think it’s also common to kind of come in and think Skuid’s gonna do some of that backend automation, which we don’t And, and I think that’s where that kind of connection with the existing process automation tools is really, really groovy You’re letting the backend do what it needs to do, and kind of filling the gaps for the experience that your user is going to have And Salesforce offers, I think you already listed, you know, several of them, Salesforce offers a few different ways to do them There are pros and cons to using each of them I’m kind of an old school Salesforce user, so I’m really familiar with workflow roles So I’m just gonna show one that I built, and then kind of show a page that we made in Lightning that kind of allows a user to, to know that something’s gonna happen So, so that’s kind of the other tricky thing is you’ve got your Salesforce admin, or your Salesforce team that’s in there, you know, doing these things, trying to help users out, and when does a user know that something’s, something’s happened in the backend? You know, there’s kind of a known issue, if you, there’s this really powerful piece of process automation in Salesforce and that’s triggering a, an email alert, and you can do that declaratively with the process automation tools in Salesforce, out of the box However, it will not show up in your activity feed, and in your Lightning detail view There are a ton of different really complex ways you can go about solving this, that all involve Apex triggers, and a ton of work and custom code So we just wanted to kind of show an alternative, a way to handle it, letting your user know that that was happening And then just kind of showing that beautiful marriage between, you know, adding some things on the front end in runtime, you know, while using that heavy lifting on the back end So I’ll just kind of walk through it here Let me get my screen shared – For these appetizers, we love getting into the app itself You’ll find us very light on slides – [Sarah] Yes – Mostly cause we’re all solutions engineers, so we wanna get in and we wanna build, we wanna demo – Right So gotta show off a little bit more about, you know, what makes Skuid so wonderful today So I just kind of built a contact detail page in Lightning here using Skuid, and we’re just looking at a contact that I have for one of the accounts that I own You can see other contacts from other accounts, you can see related information I know there’s a, there’s a ton out there, you know, that we can find on the Skuid docs, and other webinars where we kind of show the beauty of this, so just kind of really pared this down – Yeah, let me call it out because we’re talking about the actions, action framework today, which is all about making your page dynamic actionable And you’ve got kind of a console experience here where you’ve got a list and a detail section, which is really only possible by using the action framework So what are we looking at when we see this? – So what we’re looking at is we’re looking at my contact My contact is the child I’ve really pared down what we’re seeing here, just for our webinar today, but we can put all of our standard fields, any of our custom fields on this layout, make them editable, non editable I’ve also just kind of pared it down today So for brevity, for ease of viewing, we’ve just got a few things on here Right over here we have the account that this contact belongs to A few key pieces of information Again, any standard field, any custom field that you have on the account that you would like to show through that relationship between the contact and the account can be shown here And then below what we have are the tasks that are associated with this contact So that’s your activity So if you’re in a standard detailed view of a contact in Lightning today, you’ll see your chatter and your activity feed over on the right By bringing us into the Skuid page, there’s a lot of fun stuff we can do with actually filtering it, or maybe even showing specific types of activities For today, we’re just showing a list of tasks, which is how email alerts are, are actually tracked in Salesforce out of the box I’ve also thrown another tab on there just so you can see, you know, just again, I just love how we can just keep, just keep drilling into all those relationships that we have with our data in Salesforce So another relationship is, what are the other contacts on this account? How do I get there really quickly? Can I add another contact?

Can I, you know, assign something to it? So, just kind of wanted to showcase a few other things that are really great about what we can do – I wanna call that out, because what you’ve got is essentially sibling contacts So you’re looking at the contact object two different ways here In one way you’re showing kind of a detailed section In another you’ve got a list of other contacts on the account So you’ve got some complex relationships that you’re navigating to give a coherent single view to the, to the end user – Absolutely And I think if you’ve been in Salesforce for awhile, you realize how much better that experience has become in Lightning and out of the box You also know that there’s limitations sometimes, and one of them is really acting on those relationships with a single click, or, or continuing, you know, to add data, edit both at the same time in one view, which you can do here We can edit the account at the same time we’re editing a contact So I just wanna, I wanted to show off a little bit more than just kind of what we’re talking about today, always, cause this is, this is one of the reasons I first came to Skuid and it’s so powerful So what we’re gonna show a little bit more in depth today, is I love workflow rules, I’m a fan of process builder, or Lightning flow, similar again, different reasons why you might choose one of those tools But again, that process automation So we have some process automation stuff built on the backend If you’re familiar, you’ve kind of probably been down this road before So I have a workflow rule set in place that has a criteria that, it’s a really simple one These can get super fun, super nested, really gnarly If you love logic puzzles, you probably love workflow rules and flow There’s a lot of great trail heads you can follow, and dive into this It’s like a rabbit hole of wonderful stuff you can do So not gonna focus on that too much So I have these prebuilt I have a workflow that’s set, a workflow rule that says, on the contact, if we change the mobile phone number, do these two things immediately One is create a task that says email sent new phone number, and the other is send an email alert that says, you know, that gives our contact, like hey, you have a new phone number When can I reach you? Some other things you can do with that would be like, can we text you? You know, can you fill out this survey? Like, are, have your offices been closed? What are the times you’re working right now? I mean, it just feels so, so prescient to the times we’re in right now where folks maybe don’t have a business phone, or a desk phone, you know Everyone’s working from home, you know, what’s going on? You’re juggling your kids, you might be juggling your pets, I don’t know, you might be juggling both So it kind of feels to me like part of that customer success role in me wants to know, what’s a good time to text you? Do you wanna text? You know, so you could set up some email alerts to start asking those kinds of information It could be that your company decided to, you know, consolidate phone numbers So you’ve got a new phone number for your contacts You wanna make sure you know everything, you wanna make sure you send an email One of the reasons that we do have the Skuid page, and we are doing a test, just wanna call this out really quickly, is when you send an email in the typical out of the box Lightning contact detail view, it tracks it in that activity feed as a task This is unless you have enhanced emails set up, so that’s a whole other thing So I really wanted to focus on just kind of your, your common denominator Salesforce setup, right? So what it’s doing is if you just click an email, or do the email action in the standard view, it just flags it as a task When you use a process automation tool like workflow rules, or flow, and send an email alert, it doesn’t, it does not tag it as a task So you have to also include that task piece This is where it gets a little, you know, into the Salesforce weeds, so don’t wanna focus on that too much, I just wanna call that out So we’ve got that in place The issue is, your user has no idea that it’s happening then, right? They’re making changes You’re, you know, you got somebody in here They talked to somebody, they found out they’ve got a new email, they found out they got something else, they got a new phone number They’re updating that information, doing their job, making it work, and unbeknownst to them, there’s emails going out left and right And what do we all suffer from today? Email fatigue, you know? So the last thing you wanna do is just like, you know, just avalanche your customer, right,

with communication – You highlighted something that’s a really important thing to think about when building applications We’ve got these a 10 usability heuristics, they’ve been out for like, I don’t know how many years, 25 years And they’re really helpful It’s really, I’ll put the link in the, in the chat here, but let’s see, all panelists and attendees, there it is So it’s a really helpful kind of 10 commandments of things to follow when you’re building an application And number one is visibility into system status So, you know, the classic thing is, is you hit Save, it’s taking awhile Did it go through? I don’t know, I’m gonna hit Save five more times You know? We wanna let the user know what’s happening, because everyone wants to be in control, they wanna know what’s going on And this is a really important thing, but it often means having to do things like giving notifications and stuff like that, and that can often require more custom development So this is, this is good that we’re thinking along these lines, and so how are you handling that here? – So we’re handling that in the page with Skuid’s super powerful action framework today So that’s what we’re gonna focus on, is we’re just going to show how easy it is with declarative tools, out of the box Skuid, to pop up a user notification that will let someone know what you’re doing, is about to have, you know, this ripple effect And again, my brain just kinda goes like, scrambles, if I think about how to do that in Salesforce, and what it would take to maintain that, and how easy it is to kind of use our action framework, and the logic, you know, base there So today what we’re just gonna go through, I’m gonna show it really quickly, and then we’re gonna take a peek behind the scenes, and kind of talk through how we got here So I heard from someone, the child got a new phone number I’m gonna update it Make sure that everybody knows what’s going on Immediate modal, pop up Pop up, we call them modals You might hear both Warning, this change is gonna start an automated process The change to, that’s some, you know, the actual contact that I’m working with, so we have some personalization for the data that I’m working with right now in this moment The change to the child’s mobile phone number is gonna cause an email alert capturing this activity So we can save it And we can see over in Tasks, boom, there it is We have a task, it said it went through I least have an alert If my teammate comes in and looks at this, they’re like, oh, this got changed We could add more fields to this to show who changed it, what, you know, that sort of thing, but keeping it simple today So let’s say you’re also in here, my coworker comes in and said, “Oh no, that’s not right “It’s really this.” I’m gonna save it And then, yeah, okay, I do wanna send this email, and then I wanna remind myself to actually call this contact next week, and kind of check, see how things are doing, what’s going on, make sure they’re aware of some new support options we have, you know, when’s the best time to talk, all that stuff So call, call and talk about support options And you’ll see what I’ve done is, we’ll walk through this, how we kind of did this with the action framework, and is we prefilled some of the fields, right? So we’re not gonna make the user do all of this We’re gonna assume if you started, if you’re creating a new task, the status should be Not Started, right? There’s a ton we can actually do to customize this even further It’s gonna assume that the owner is me, but I could reassign this to someone else if I needed, especially if you’re working in that team environment where someone’s coming in to take over for you, or you’re all working one account and multiple contacts So I wanna, I wanna check in with them next week I’m not gonna be too crazy Mondays are terrible, we’re gonna go to Tuesday I’m gonna save this It’s gonna close It’s already there So what was happening behind the scenes there is with our action framework and the buttons, so I clicked Save, what I did was set an action that not only saved the data to the Skuid model that’s associated with that object in Salesforce, when I close the modal, I re-queried read that table that’s also associated with associated with the object, so you can see it immediately, right? – Now you’re doing a number of operations in one go, you’re making a change to the phone field,

you’re creating a task record, and then when that’s done, you’re re-querying and seeing updated data, and you’re doing all of that without any code, but that, being able to get to the multiple objects in one kind of data operation is one of the things that I know is really compelling for our users about the action framework, because you can create, you know, five records across five different objects that are all related to each other in one fell swoop, and have a save action save all of them once So that can get really, really powerful Okay, cool – Absolute, yeah Yeah absolutely Just kind of streamlines, you know, the stuff that you know that you’re gonna be doing, and you can start getting as complex and complicated as you want with this I know a lot of us in professional services certainly have, so we’re just gonna keep it really simple today And simple is powerful This alone extends, you know, all of that magic of Salesforce in such a beautiful way that really helps your end user focus on, on what they need to be doing, instead of clicking around, and updating things one by one by one So just always wanna focus on that So if you’re familiar with the Skuid Composer, we have models That’s how we connect to the Salesforce app objects, standard or custom I have a task model, and then we have action sequences that we can either run on buttons or save I was just like giddy when we created the ability to save these on their own, and get to them and reuse them, which is another really cool piece, so – I wanna slow you down for a second, because again, for folks that are new, I think it’s helpful to stop for a second Can you show that Models tab one more time? Cause Skuid models are incredibly helpful What you see here is essentially access to many, many different objects in one space Contacts, leads, accounts, opportunities, tasks, where we have access and actually in multiple ways So one model brings in these kinds of tasks, another model creates a task You could have one model bringing in open tasks, another model bringing in close tasks, so have different related lists on the same object with different criteria The point is is you have this really rich data layer that lets you do everything you need in a single screen without having to navigate away from it Okay, cool – Yeah absolutely, thanks, Matt Matt reminds me of all the real words for things I just get so excited I wanna get in there Yeah So I just wanted to kind of walk through that So you’ll see, we had, we had a little list We have our components, we’ve got things set up That list that you saw on the side of contacts that are assigned to me So you can choose I just wanna show that really quick too We could kind of walk through this and change, – Oh yeah – And change our contacts, right? – And each one of those clicks is running an action sequence to refresh our data in the rest of the page – Right So, and that’s just two models That’s two models running on the same object, and I think that that, you know, kind of ties into what you’re saying, is we have a model that’s saying here’s my contact list I wanna bring in, I wanna bring in at least 20 contacts, right? These fields are the ones I, I think I wanna show over there I’m gonna put some conditions on it You know, this is where I’ve said, “Oh, and show me my, show me my contacts,” right? And then when I click on it, there are actions that then filter down and constrain the data that’s in this other model, that’s actually connecting to the very same object in Salesforce, right? It’s also connecting to contacts You’ll see a little bit of the difference I only wanna see one, cause I’m pulling that detail record, right? I want that one person, I’ve found them, I wanna look at this person The ID is filterable It’s the, you know, so we have a condition that’s constraining what we can see, and it’s tied back to the contact list So you see here, this con, I want a contact where the ID of a contact is the same of the value of the first row returned from contact list when I click on it So the action sequence you were talking about was this piece So if you click, right there, sorry, and I misspoke This one shows it It just shows the first one in the list when you land on the page – Oh yeah – And, you know, that’s one of the other things I love about Skuid is I’m saying sort it by last name So I’ve got the, or sorry, I’m sorting my contact list by last modified So that this list is coming in

Who’s the last person I touched? And then if I just landed on this page, it’s gonna show me all of this detail, except, you know, without clicking on it, right That’s key too You know, let’s reduce clicks So see it right away When I, if I change to another contact in the list, it will pick up this other condition, so we can put some logic on these, one or the other This is off by default Lots of fun stuff we can do with those – Very cool – I wanna dig in a little, and just kind of show, we have some other, there’s just some little treats, some little tasty treats throughout this, and I couldn’t help myself show, you know, a bunch of special stuff for Skuid So you might’ve seen, we have this thing, like I wanna edit this, but it didn’t really pull everything up, so the way that we’re doing that is, is with a button group, a button set here, in this part of the page Edit View, it allows me to toggle from one state to another, rather than going field by field You know, sometimes you’re like, I know I got a lot to edit, I wanna edit every little thing You can control what can be editable So there’s a, there’s a form, and it’s read only state, and there’s a form in an editable state You see that the default mode there is different And then, and then, and then there’s more Chuck, let me get into this So for this purposes, I’m saying, I only want this particular user to only ever edit the mobile phone I’ve got this, I’ve got this, you know, person just checking phone numbers I really don’t want them to edit anything else on the contact, so I’ve set these to read only, which is, which is so powerful, right? So I only wanna edit this one thing Gonna edit mobile phone, but I can toggle those forms on and off, based on what I’m trying to do And then I’m also showing the Save and Cancel You might notice, Save doesn’t show up until I’m in edit mode Why would it, right? It would be really confu, I know I’ve gone to sites before, and there’s a Save button, and I’m clicking, and I’m clicking, and I’m clicking, or I’m like, am I, should I be changing this? What’s going on? So back again to that, that thought, like, we wanna let users know exactly when and why their actions are having an effect – I wanna call something else out here too So you’re using a button set, which is one of Skuid’s components in our component library, that just comes with the Skuid product, and Skuid buttons are different than Salesforce buttons So Salesforce lets you put buttons, links, and actions on each object And they’re thinking about it from a data point of view So you create actions that are related to that particular piece of data, which we need that That’s a critical part of the foundation that Skuid is on, but what we are thinking about with buttons is buttons in the UI What are the things that I wanna do as a user on this page, in this app, in this context? And the things that that button might do, aren’t necessarily data related It might call a UI element, like a modal, or a sliding panel, or it might do a couple things, and I want it to block the UI, and let the user know what’s happening So we’re thinking about this much more from a front end application level, as opposed to tying actions, you know, to a specific object’s data So yeah, so what’s that button doing there? – Yeah, so great segue into that, and thanks for that, Matt So this button is showing a modal, and that modal is that modal that we saw that popped up and said, “Hey, you’re about to do this thing, “that’s gonna do this thing,” right? Do you wanna do the thing? Yeah, I do, okay? So same concept, right? These are, these are just standard components in our Skuid library So again, I have another button set Well, okay, this is what I love about modals too, is we’ve got a built in area to put our buttons, so everything kind of has some consistency across your site So say this is a Skuid button It has another set of actions on it, right? One of those actions is to save both the contact and the account changes if you’ve made them, and because I might wanna do that many times on this page, I might wanna put save in a lot of different places, I turned it into an, a reusable action sequence – [Matt] Awesome – So, you know, so I love it When I started using Skuid, we couldn’t do this, and this is such a time saver

It’s such a, an efficiency, you know, tool Love it So, you know, so I’ve got an action, it’s the same concept as what we’re doing on a button, we’re just saving it for reuse It’s almost like a snippet, right? So the action is, I wanna say, I mean, just, this is really simple stuff, right? I wanna save my modal changes So I wanna save what I changed in that lead contact, which is the contact object, and the account, which is the account object associated with this lead contact I have a UI only model, I’m not gonna get into that now, but I have some fun stuff there that’s saying turn the editable on and off That’s how I’m doing the toggling And then, so that’s just if I was gonna save it It does not close, so if you go back over here, I put the close here as the save I might wanna reuse in something that’s not a modal, right? So – It’s modular Got that action sequence you can use in context, – Right Right – throughout the page – Yeah, once you wrap your head around the action sequences, you go back and rebuild a few of them because you’re like, oh, okay, you know, okay, I got my puzzle pieces I’m gonna put them to bed, you know, this is how I wanna put them together You know, it’s just getting your ingredients recipe, you know, ready if you cook, you know, for your recipe, and then throwing them all in at the right time So you know, I wanna run that save, and then I wanna close Another really fun part of our modal component is we have after close actions So same concept We have this action framework with sequences that we can call from so many different places on the page, in different components And what I’m doing here is I’m just re-querying tasks, every time I close the modal, so that when I made that change, and it became immediately viewable there, that’s the action that was making that happen, so that my user doesn’t have to hit Refresh, I don’t have to go to another tab, I don’t have to, you know, I don’t have to make them click again And I don’t have to make them think, did I really, did I create that task? Did I not create that? What just happened? Did it really work, did it not work? Right, so that’s your cue, right? It worked, cause I’ve got a new task there that says, the email got sent So we’ve got a little inception modal in a modal thing kind of happening here too, cause I just wanna have fun today So the Save and the Add Follow Up Task, the actions on that button, same thing We’re running that save sequence again See, I’m calling it, I’m calling it, I’m calling it from all over the place – That’s great So you built one action sequence that you’re actually calling from multiple buttons because other things- – Absolutely – either before or after, based on the context that you’re in – [Sarah] Right – Yeah, that’s great – Yeah So I have a, I have a different model So I have a task model that’s displaying the tasks I have another model, which is kind of a Skuid best practice for when I wanna insert a new row into a model We have a lot of great tutorials and docs on that So it just kind of, I have, I have another model called new task, you know, keep it simple, and that task is just, that model just allows me to create this row in the runtime, and hold it there in a temporary status until we save it or cancel it, right? So what I’m doing, I’m saving what I changed I’m creating a new row in this model New Task I want the data to be in edit mode, right? And I wanna use the rows in context And this is where, you know, when I talked about that modal popping up, and I said, we prefilled some of the info? – [Matt] Yep – This is one of my absolute favorite things to do when you’re creating new records, is how like, like you just wanna die inside when you have to fill out the same information, all the time, about a related record that you know is going to be the same every time And this is where you make that happen So I’ve added a field I’ve said what I want the field to be There’s a ton of complexity you can get in on this actually You have another model formula, all kinds of fun stuff – Yeah I wanna call this out, cause this is another one of those highly requested features that you see from Salesforce admins that are really active on the Salesforce community Quick actions on related lists that create new records and set default values That’s what you’re doing here And so that ability to go create a record and, and dynamically pull default values from the context that you’re in, being able to do that without code I’m also not like doing a URL hack or anything like that I’m just sitting here and referring to my model, and then setting those default actions That’s really, really powerful

– It’s huge, and it’s, it’s kind of not to be skipped over You know, I love it You can blank it out, so if you have some other action, or workflow, or process automation that’s actually filling that in on the back end, – Oh yeah – if you’ve got it like an edge case, you know, you’re building an edge case for a specific record type, or a specific user group, or a role, or a profile, you can actually blank out some of what might be happening, you know, with your other process automation Or you can use a field from another model, which is another really powerful feature of Skuid So I just want, I wanted to just fill in those two fields, and then I’m showing, ta da, another modal Ah So that was that modal we saw with the task It had the subject editable, the due date, I left those other fields editable It’s like, we’re gonna pre fill them, but we’re gonna give you the ability to change it You could, just like we did in the form, you could Mark that read only You could say, “No, I’m gonna force my user down this path.” You know, like, I keep getting the calls that they can’t find the tasks, because I built a page that says, show me the tasks that aren’t started, and I’ve got all my reports, and our manager’s looking at the reports, and nobody knows what’s going on And you’re like, oh, they kept changing the value of this field, right? – Right – Now, I would be in the same boat I’d probably be changing it too So this is one of those other things, you know, you know, put the, you know, the guardrails on when you want them to be on, take them off when you need them to be off So you could make that read only, and force every task to Not Started, or another value, right? And then the Save button here allows you to, again, I had, because I’m just probably gonna do this in this modal, save changes to new task, query that model that’s showing the tasks underneath, and then close every modal that’s open on the page, right? And I just wanted to give you a little peek – Oh yes, please do – Yeah And let me expand this a little These are the, all of the action types available to us in the action framework – Oh man – And it’s a lot, it’s great So you can close every modal You can close the top most modal Like I could, we could allow the user to kind of loop back and keep doing tasks – [Matt] Yep – You could show a message, which would be like a toast message, right? So that would be a message that shows up in a different format on the page, or similar to the UI Another standard practice at Skuid that we really, you know, like to see builders put in, you know, for apps is blocking the UI to tell a user what’s going on So just a real brief, you can, I’m just gonna show, block the UI really quick Ah, where did it go? Show a message You can give it a timeout So it’s just like, saving You know, sending, loving, dreaming, all of those things We can toggle components, sliding pan, you know, just toggle components, sliding, sliding panels We can run an action mod, set model conditions, which is the, what we talked about in the very beginning where we’re constraining, you know, data All kinds of new things Create new rows, delete rows – Yeah, let me call something out here, because the way Skuid works is you can set up a model to bring in data when the page loads, but if you have a complex page, that’s pulling in data from a lot of different objects, you may only wanna show a few rows, or one or two models worth of data on that first tab that they’re on, or the first section, and then you can choose to load more data as the user goes through So using the action framework, you could say, “I only wanna load this data with a query “when they actually click on this tab to go look at it.” So you can really optimize performance, bring in the right data when they need it You can do self building forms with those, with the toggle component actions But I wanted to point something specific out because so far, what we had looked at here was related to a workflow rule that triggers automatically based on a data change – Right – This list gives you a lot of other process automation tools that we can hook into actively from a button click, or from something else in the, in the UI So if you click on Run Data Source Action there at the bottom, that’s gonna pull in, let’s pick Salesforce as our data source there We’ve got a lot of data sources here Skuid lets you connect to a lot of different types of data too, but you can see here under the Action now, we have access to all of these options from Salesforce And based on the action that you select,

you’ve got the different parameters that you can come in here, so can you show the dropdown for the action really quick? Yeah, so you can see here, this is gonna pull in standard actions, custom actions that you’ve set up Recently Salesforce made it so that you can run non screen flows in admin context So if you’ve got an admin who basically wants to go and start doing declarative Apex triggers and stuff like that, or if you’re a dev and you’re Apex savvy, you can run Apex from this as well, and plug in parameters So a lot of cool things that you can do from the Skuid page using the action framework, and hooking into your Salesforce automation tools there So yeah Yeah, that’s- – Yeah I just wanted to show, you could actually send the email alert that you have on your workflow rule, right? – Yep – Which is groovy, because that way your admin, your devs are setting up those automations, and then you can use them in a variety of ways You can reuse it in another page that maybe you don’t wanna go back in and build something on a backend for, it’s not necessary, right? You know that this is only ever gonna happen in the runtime, you know, with a user making a change So, so great that you called that out, Matt Yeah – Now, one thing I wanna, I wanna see if we can shift gears really quick Can you go back into your modal and show us the buttons, the Save buttons that you got? – Absolutely – Got some nice colors I love color I remember making my first Skuid chart page, and I think one of the devs basically said, “What is this? “It looks like a candy shop.” (laughter) So I gotta be careful, I can take it overboard sometimes, but you can see here, this is really helpful because we are cluing the user into what a button is gonna do using color that’s coming from our design And when you take into account building for accessibility purposes too, like you wanna be able to find the things that have high contrast You might wanna be able to show things with a border, or with an underline, if someone can’t see color So there are a lot of things that you might wanna be able to do design wise, and this was one of our questions in the chat, and I wanted to see, yeah Can you show us the design system for this app? – I can So let me, let me get there really quickly We’ve got a lot in here – So this is another part of the Skuid product So we were looking at the Composer, which lets you build Skuid pages, but Skuid has a whole other section of the product called the Design System Studio, where you can build out your visual brand, your visual styles that can be used across many different pages in many different contexts And one of the things that’s brilliant about it, is that you aren’t just setting your style for your button, you know, throughout the app You can set your default button, and then you can create variants of those that can be used in different contexts So, so what are some of the things that we’re looking at here under our button variants? – So I’ll just show you kind of, you know, let’s connect the dots, right? So what, I’m gonna go back, I’m gonna switch gears, and go back here really quick So my save is my primary, I wanted this, this is my properties for my Save button, in the Composer I’m over here on Styles I have a style variant that I prebuilt here in the Design System I didn’t really pre build it Somebody else did, I’m gonna have to call that out I’m just using what somebody else did, you know? Love it – Most engineers do – Yep, I’m never reinventing any wheels y’all So we have a style variant called Primary You’ll see, it looks exactly like Primary So if I wanted to change this to Circular, I wanna change this, not everything looks exactly like it’s going look in the Composer as it is on the screen, but Utility would be the, that button that we have in the middle, like the Save and the Add Task So what I was trying to do here was call out, you know, your number one action that we want the user to take right now is to save this, yeah And then, you know, saving and adding a followup task is kind of a secondary thing And then Cancel is really like, no, no, no, you know, abort, abort, abort, right? So what we did over here is set up so that’s destructive You can change the, I love it, the background color We have our prebuilt colors, you know, thanks to our design team, that’s told us that these are the colors we want you to use for different things Someone actually even came in here and named them in the Design System, you know, Error and Warning, which I love Makes it so easy when you’re a builder coming in here and you don’t have to go back, back and forth between, you know, I’m gonna show my age, Photoshop files, you know, old school stuff where you’re trying to like,

what did they want me to do? What was that color? All in here You can change the way that it’s, you know, the border looks, the box shadow, text color, the whole thing What we’ve got – Well Once you get all of that good, and the way you want it, and then you wanna go create another one that just changes a little bit, we, I wanna call something out, Chris asked in the chat, what if you wanna clone it? You can clone it, and then just go make a few tweaks So it makes spinning up these design systems really easy Slightly destructive, that’s good I do wanna call out, we did do a webinar on this back on July 9th I put the link in the chat there, so if you’re interested, we should probably stop here, because the design system is another rabbit hole that never get out again – It is – A lot of cool stuff there – [Sarah] We’re having too much fun, you know? – Yeah. We are Sorry, anything else that you were wanting to show today? – No, I think that’s, I think we could, we’re kind of over time We can stop there, but, you know, yeah It’s hard to only show one thing with Skuid, cause it’s just so powerful So, you know, any questions, we’re gonna, you know, add some resources when we send it out – Yeah, these are, we call these appetizers for a reason We want you to get a bigger appetite for the kinds of things that you could do, if you could dream big, if you could deliver any kind of application to your end users, that’s what we want our, the folks viewing and watching this to start to think about So we’ll open it up here Any questions before we finish up today? – Yeah, I think the thing that hit me when I was building this demo was, was thinking about, I love workflow roles I love flow because I like logic, I like logic puzzles It’s why I love action sequences So it’s a really familiar skillset when you, when you start hopping in, and you can kind of see where you’re setting up all of that automatic stuff on your backend, and then building in the Skuid page and having that same power available to you in the runtime – Yeah, and I, I wanna highlight, you know, the only reason this is possible is because we’re sitting on a really, really good foundation of Salesforce data models, process automation, and security models, and so, – Absolutely – what’s great about Skuid, and one of the reasons that we’ve been able to grow the way that we have over the past couple of years, is because you install Skuid, you build a Skuid page, it’s automatically gonna respect whatever process automation you have in there Validation rules, security model, all of that is just baked in to what your app and what your pages are gonna do when you build it And so I would encourage you if you haven’t, go install Skuid today from the app exchange You can get it into a dev org That actually, we can unlock that, it’s a free unlimited license, or you can install it into a sandbox for a trial But anyways, thank you everyone for joining us Hope this has been helpful Check out the rest of the appetizer webinars on the YouTube channel or on our website Join the Skuid community at community.Skuid.com We’ll see you on there Thanks, and thank you Sarah, for joining us – Yeah, glad to be here Bye everybody – [Matt] See you (light music)

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