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  1. Actions
  2. Data Manipulation and Transformation

SObject Collection to Calendar Marked Date Collection

Last updated 6 months ago

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Overview

This action streamlines the process of highlighting important dates on an Avonni Date Picker component. It takes data from your Salesforce objects and automatically converts it into a format that the understands, making it easy to mark key dates visually.


How it Helps

Imagine you want to show upcoming opportunity close dates on a calendar. This action lets you easily pull those dates from your opportunity records and display them as marked dates on the Date Picker, giving your users a clear visual overview.


When to Use It

This action is perfect for:

  • Highlighting key dates from any Salesforce object.

  • Visualizing deadlines, events, or milestones on a calendar.

  • Improving the user experience of the Avonni Date Picker.

  • Avoiding complex code or workarounds for marking dates.


Example

To display all upcoming Task due dates for a Contact on a calendar:

  1. Retrieve Tasks: Use a "Get Records" element to fetch the Contact's Tasks.

  2. Configure the Action: Select the Task collection and map the "Due Date" field.

  3. Display on the Date Picker: Connect the action's output to the "Marked Dates" attribute of the Avonni Date Picker component.


Key Considerations

  • Ensure the date field you select is valid for the chosen object.

  • Customize the appearance of marked dates using styling options.

  • For advanced date manipulation, use formulas or Apex before using the action

Date Picker