Evm Advanced Message
On this tutorial we will talk about how to add Salesforce Toast Messages and Salesforce Modal Messages using Evm Advanced Message salesforce component.
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What is Evm Advanced Message?
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Evm Advanced Message is a powerful component for the Lightning Page that allows you to select Messages Template created from the EvoluteMessage Dashboard. This component support many templates such as Salesforce Toast Messages, Salesforce Modal Message, Salesforce Flow inside of a Popup, and you can also set this component to be a Salesforce Dynamic Button.
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You can install EvoluteMessage App from the Salesforce AppExchange. Each of the price plan has a limit of how many advanced messages you can build. So we recommend you install and use the Freemium Plan, which is free and you will have access to create 2 of the Evm Advanced message.
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The steps to add a message into your lightning Page is very simple:
1. Download the EvoluteMessage App into your Org from the Salesforce AppExchange.
2. Once installed, In the App Launcher search for EvoluteMessage and click on it.
3. Assign an user who will be the User Builder.
4. Click on Add Messages
5. Choose which type of message you want to add(Toast or Modal)
6. Set your message as needed and Click on Publish.
7. Go to your Lightning Page that you want to add the message.
8. Drag and Drop the Evm Advanced Message into your page.
9. Click on the component that you dropped, which will open some configuration.
10. Select the message you want to display.
11. At this moment you should see the message rendering right away.
12. If you like it, uncheck the render option, otherwise it will display all the time on the builder.
13. Save your Lightning Page and load your page.
13.1. If you Load as your end-user don't forget the Permission Set.
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Below is a video on how the advanced message works a bit, you can find more features in EvoluteMessage youtube channel.
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What can we do with Advanced Messages?
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Basically, a lot of things! The Advanced message has a lot of Advanced Configurations such as:
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Filter your message to show or hide only when a specific criteria is met, e.g. Show message only in a specific date. To know more about the scenarios, check the Filter document.
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Use Data Source or Message Events to filter when your message should show or hide, these advanced filter gives you a lot of power on when to show a message. E.g. Show a message once per user, show a message only when exist a record in a related object.
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Evm Prefill Message by Record Page
Prefill data from a Record Page in the message, which allows you to put information from the Record Page inside of your message, enabling a more powerful and informative message for your users. Check our documentation here.
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You can add Salesforce Flows into Advanced Message
Check our documentation here
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Evm Prefill Message by Data Source
Prefill data from any record and any object into your Message.
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Set Messages to show as inline/Banner, or in other words, show messages that is not in a popup manner.
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Realtime changes
Once you have added your messages into your lightning Page, any changes you need to do in your message from now on, is all in Evm Dashboard, and the changes are shown right away without you need to go to each of your Lightning Page to change it.
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Style as you want
If you want to use the message in community and you want to use the colors you have in your community site, you can do this by using the Style section.
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Page Target
You can select which type of page the message will render on:
Lightning Pages(Home Page or Record Page) - This would be the normal Lightning Pages in Salesforce.
Aura Digital Experience - This would be the community/Digital Experience Site using Aura, check this article.
LWR Digital Experience - This would load into LWR for Digital Experience Site, check this article for more info.
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Permissions and Security:
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Evm Advanced Message needs permission set in order for the user to build and sees the messages.
Basically you have to separate the permission in two parts, the user who builds the message, which we call the User Builder and the user who sees the message, which we call the end-user.
The User Builder, in order for you to see the Evm Dashboard and Build messages, you need the Evm Builder permission set.
The end-user, in order for them to see the Advanced Message you added into the Lightning page, they need to have the Evm Show Message Permission Set.
You can check more about those permission here.
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Advanced Message display any information that you add into the message and those information are all your responsibility on which type of information you are making that available. Advanced Message also collects information if you have enabled the Message Events. Check more about our Privacy Policy for the App here.
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All the data accessed through Advanced Message uses Salesforce Security Schema, which means, if user doesn't have access to the object or to the records, we won't display any information even though the message was crated by an Admin. All the message content uses the user context who is loading the message.
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In summary, all data stays in your org, no data leaves your org and any data display is controlled by you and follow Salesforce Record Security.
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Limits
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There are no limits so far, there are features not implemented that you can find here.
If you know any limit of the message, which is not included as an idea, please don't hesitate in Contact Us.
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How it works?
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Advanced Message is built using Vuejs and all data access is done using Apex Code. We do not use any REST API at the moment.
Any data record access is done through the Apex DML Operation, which for each access we have to check the Field Level Security.
The message is displayed by our engine which is built in Vuejs and JavaScript. All the libraries are hosted in your org.
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Ideal Scenarios
Here are some ideal scenarios that you can use the Advanced Message Component in your Salesforce. This is just some ideas you can implement more.
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Toast message scenarios:
- Show Salesforce Toast messages with links and rich text fields
- Show Salesforce Toast message using advanced filters to display when specific field change
- Show Salesforce Toast message using advanced filters to display when related object change or is created
- Show Salesforce Toast Message using advanced filter which display in a specific date or date time
- Show Salesforce Toast Message with Pre-populate data from Current Object or Related Object
- Show Salesforce Toast Message as a Banner Notification instead of a Popup
- Show Salesforce Toast Message only once when the user login
- Show Salesforce Toast Message in Digital Experience Cloud Sites (Community Sites) with filters
- Show Salesforce Toast Message in Home Page with filters based on user logged-in information
- Show Salesforce Toast Message in Home page with advanced filters based on Objects fields
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This only for Toast, we do have the same and more scenarios for the Modal Message, Flows and Buttons. the Evm Advanced Message Component can accomplish many scenarios, if you don't see your scenario here or you have tried and didn't work, please contact us at support@evolutemessage.com, we will check your scenario in the same day and give you answer if we support or not.
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