Displaying progress indicators in Salesforce provides a clear visual representation of task or goal completion. This enhances user engagement and ensures a seamless experience. In this post, you can find a screen component that displays a progress indicator in three different modes: line, circle, and semi-circle, all with an animation.
How to Use the Component
1- Install the package using the installation links below.
2- Create a screen flow and add the "Progress Indicator" screen component to a flow screen.
3- This component has 2 configuration parameters.
- Progress Indicator Type: Specify the type of indicator you want to display. Supported options are line, circle, and semi-circle.
- Progress Value: Enter a value between 0-100.
Example
Here is a screen flow that displays the close rate of an account's related records in all three indicator modes.
Here is the configuration of the component.
Possible Use Cases
There are endless use cases for this component.
- First off, displaying a progress indicator within a screen flow improves the user experience.
- Secondly, using a screen flow to display these indicators on a record page helps users track progress at a glance.
- While it is possible to display these indicators using standard Salesforce reports, you may need to build multiple reports for this. Additionally, as you know, it is not possible to create a report that includes unrelated objects. However, you can use the Get Records element to get any record you want, make your calculations, and display the result using the Progress Indicator component, which can then serve as a report on the page.
Don’t forget to use the Display Text element to provide additional information to users!
Installation Links
Use this link to install in production or developer edition environments.
Use this link to install in sandbox environments.
Very nice! Would you like to share this as open source on unofficialsf.com?