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Committee: UX and UI
Melanie edited this page Jan 27, 2022
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Under Construction
The goal of this group is to improve the user experience and user interface of the open source Declarative Lookup Rollup Summaries tool.
- Counting
- Monitoring
- Complex rollups and aggregation
- Attendance
- "Most recent record"
- Free
- Flexibility, can roll up any object with lookup relationships
- Can be deployed by change sets
- Easy-to-use
- Writes test classes
- Concatenates fields
- Fills functionality gap of Salesforce (including rollup fields and NPSP)
- Relative date filters ("THIS MONTH")
- Run into Apex limits
- Hard to write SOQL
- Sometimes doesn't work well with formula fields
- Hard to install
- Sometimes doesn't play nice with NPSP
- Learning curve
- Hard to know when new version is out
- Add Clone button to Manage Lookup Rollup Summaries (MLRS) page
- Make errors and logs more user friendly
- Add help text in Lightning (MLRS)
- Describe run modes more thoroughly (MLRS)
- Possibly create a wizard with validations when deploying (MLRS)
- Ability to sort DLRS's by something other than API name on (MLRS)
- Way to chain transactions together
- Add SOQL wizard (MLRS)
- Add picker that populates API names (MLRS)
During the virtual sprint last week, we had a focus group on UX/UI and also conducted a general DLRS survey.
The survey time frame will last until October 31st 2021.
Today, Vicki and Melanie met with Cori to discuss next steps.
- We are recruiting participants from the survey who expressed interest. We are leaning towards finding participants for UX/UI but also helping to recruit for other areas such as development and marketing.
- Attend developer office hour to start prioritizing functionality.
- Melanie
- Vicki
- David
- Cori has offered help with UX/UI wireframing from the Salesforce team (pro bono support).
- Survey Questions (Google Form) - https://forms.gle/k4Ub6fBr1heSUTiNA
- Tweet to share survey - https://twitter.com/MelanieTolomeo/status/1451017890640146433
- Survey results (anonymized) - https://docs.google.com/spreadsheets/d/1neDWMt1iHXuX_A4HZ0dFtnUuOijVYmm4pvb8sKifryo/edit?usp=sharing
- Aggregated pain-point list from survey - https://docs.google.com/spreadsheets/d/1rGGvAvKei6nbm0d310e4iM8AdkjUdCaSS0K3NiV8rUg/edit#gid=1782096243
- Notes from UX/UI Focus Group - https://docs.google.com/document/d/1kKHtam-JLrxzS4VCz3D97cW5OOmbMG3bopEMvYO2Gqs/edit?usp=sharing