Product Showcase
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This tutorial will show you how to create a product showcase in Salesforce using the Avonni Carousel component. You'll end up with a display that shows a list of products, and when users click on a product, they'll see more details about it.
How to use the Avonni Header and Carousel components to build your showcase.
How to make the showcase look good and work well
The steps to build a product carousel components are as follows:
First, we must get a list of all your products from Salesforce.
Add a 'Get Records' Element: Flow Builder finds your product information.
Label it 'GetProducts': This helps us keep track of this data later in the flow.
Choose the 'Product' Object: We want product data specifically.
No Conditions: Select "None - Get all Task Records" so we get all your products.
Get All Records: Ensure "All Records" is selected to get everything.
Click 'Done'
The very first step starts with creating our Get Records collection to ask Flow Builder to fetch all the Task records by following the below steps:
Add a screen element
Enter a Label: Screen 1
Click on the Configure Header section and uncheck "Show Header"
Click on the Configure Footer section and uncheck "Show Footer"
Drag the Header component from the components list to your screen flow (the Header Component is located under the custom section)
Enter an API Name. For example, showcaseHeader.
General settings
Click on the Open Component Builder button to access all the settings for the Header component
Enter a header title (e.g: Products catalog)
Enter a header caption (e.g: Showcase)
Toggle "Is Joined" and "Pull to Boundary" to make our header component more appealing.
Expand the Avatar Section
Select an icon (standard:products) to add an icon next to the title and caption text.
Set the size to Medium
Adding an action
Expand the Actions section
Click on the "Add Actions" button
Enter a label: "New"
Create the interaction on the New button action
Here, we are going to create a button to let users create new product
Click on the Interactions tab.
Click on the "Add Action Click" to create our interaction
Select a target name: "New"
Select Navigate as Type
Select Object Page as Page Reference Type
Select the Product object as the Object API Name
Select New as Action Name.
Click on Save.
Configure Header component styling settings
Click on the Style tab.
Open the Background Section to set the Header Background color to: #032d60
Open the Title and Caption section to set the color to white: #ffffff
Click on Done.
Next, let's add the Carousel component right below the Header. This is where we'll showcase your products.
Find the Carousel component in the list of components (it's in the "Custom" section).
Drag the Carousel component and drop it onto your screen, below the Header.
Give it a name, like "carouselProducts". This helps us identify it later in the flow
General settings
Click on the Open Component Builder button to access all the settings for the Carousel component
Set the Items per panel to 2 (same for Small, Medium and Large)
Expand the Data Source section and select Variable
You can use the "Query Data Source" option here. It's the simplest way to connect directly to your Salesforce data, and it saves you from having to do that separate "Get Records" step we did earlier.
Configure Data Mapping
Now we can link fields from our source collection to attributes from the Carousel element. The following fields can be associated to the following attributes:
Title => Product Name
Description => Product Description
Image Source => Display URL
Name => Product ID
Create an interaction on Item Click
We just completed the data mapping to map fields with carousel attributes. Now, we can create an interaction to define the action when users click on a Carousel item.
Click on the Interactions tab.
Type => Flow Navigation
Type => Next Screen
We need to create a second "Get Records" action to show the details of the specific product the user clicks on. This ensures they only see the information they're interested in.
Add a 'Get Records' Element: This will fetch the specific product details.
Give it a Label: Choose a name that makes sense, like "GetClickedProductDetails"
Choose the 'Product' Object: Again, we're looking for product data.
Add a Condition: Select "All conditions are met"
Set the Filter: The filter should be: "Id equals carousel > Clicked Item Id" (This connects it to the product the user clicked on in the Carousel)
Get Only One Record: Select "Only the first record" since we only want details for one product at a time.
Click 'Done'
Now we are going to add a second screen element after our previous Get Record collection created by following the steps:
Add a screen element
Enter a Label: Screen 2
Click on the Configure Header section and uncheck "Show Header"
Click on the Configure Footer section and uncheck "Show Footer"
Add a back button
Drag an Avonni button element
Add a button label "<< Back"
Set the variant to Neutral
Click on the Interactions tab
Select the Flow Navigation type and Previous Screen.
Add product information description.
You can add a Display text element or an image to display information about the selected product.
The click on a product item is not working > When mapping your data source, make sure to fill in the "Name" attribute. This is a crucial step to ensure that your data is correctly mapped and can be easily accessed and used.
My product image is not displayed > make sure to have a product image (or URL) in the corresponding field.
Actions enable users to trigger . Here we will add a new button to let users create a new product.
First, let's select our source collection, the one created > GetProducts
In the Insert a resource field, select the variable created in and add the field information that needs to be displayed.
