Ingredients

Custom Objects
Lightning Flow

Department

People Ops

Donald Bohrisch

Know on the Go (aka Soldier Tracker)

by Donald Bohrisch

Directions

  1. I love speed, but spend some time whiteboarding the data model. Consider what categories you will need and designate groupings. For my app, I included everything from weapon and medical qualifications to types of drivers licenses.

  2. Start by creating a custom object to support your core use case. In my case, the soldier was my main focus, hence I created a custom object named Soldier. If you have not created a custom object before, check out this trail.

  3. Create additional custom objects with a master-detail relationship based on the groupings you identified in Step 1.

    Trailblazer Note

    Master-detail relationships enable us to roll up summary fields for reporting, making updating easier.

  4. Configure the custom fields in the custom objects to suit your needs. For example, in my qualification object, I needed to include the equipment, score, and qualification date.

  5. Create a Lightning page using Lightning App Builder. I prefer the two-column setup. Drag List View components and arrange based on your preferences. Just change the object and views for each component.

  6. Publish the page to an existing app or create a new app for your new, simplified view. Make sure to publish it to both Lightning Experience and mobile so you can always have your information on the go.

    Trailblazer Note

    Pro Tip: Now you can create reports that summarize information across the objects and even create Lightning Flows to trigger updates when certain criteria is met.

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