Loan Summary

Overview

We'll build a quick snapshot of key loan details using Avonni Metrics components. This snapshot will be shown on a record page, so we'll need to set things up so it displays the correct information for the specific record the user is viewing. This involves creating a record variable and configuring some settings in App Builder.

Guided Steps

Step 1: Create a Record Variable

First, we need to create a variable that connects to the Salesforce object from which we want to display information (for example, the "Loan" object). This variable will allow us to link our metric values to the correct fields for the specific record the user is viewing.

• Data Type: Choose "Record" because we store information about a whole record.

• Object: Select the Salesforce object you want to show details from (e.g., "Loan").

• Available for Input: Check this box so we can pass information into this variable when the flow starts

Step 2: Creating the Screen Element

Add a new screen to your flow. This is where we'll arrange our components to display the loan summary.

We'll use "sections" to create columns and place our components inside those columns. This helps organize the information visually.

Here's a preview of how the screen will look.

Step 3: Avonni Metric configuration

• Drag the Avonni Metric component onto your screen.

• Open the Component Builder to configure it.

• Give the metric a label (like "Money to Borrow").

• For the "Value," choose the "Mapped" option and select the field you want to display (e.g., "Money to borrow"). This field should come from the record variable we created in Step 1. This ensures the metric will always show the correct value from the record the user is looking at.

• If you want to include other key information on the summary screen, repeat these steps for each additional Avonni Metric component you add. Remember to connect each metric's "Value" to the relevant field from your record variable.

Step 4: Customize the metric

• You can customize the Avonni Metric to make it look how you want.

• Change the format of the main metric value (e.g., currency, number, percentage).

• Adjust the trend color, value sign, and other visual elements.

• Use the "Style" tab to change the overall look of the metric component itself.

Step 5: Connect to the Record Page

When you add this flow to App Builder's record page, check the "Record ID" box. This tells Salesforce to send the ID of the record you currently view to the variable we created earlier. This way, the metrics will always show the correct information for that specific record.