Setting up Certinia Count Cards

This topic describes how to add the FDN Count Card component to a Lightning page that you have cloned from a Certinia workspace. For more information about the overall process, see Adding Customizable Lightning Components to Certinia Lightning Pages.

To add a customizable count card to a Lightning app page:

  1. From Setup, navigate to the Lightning App Builder.
  2. Edit the Lightning app page you want to add the component to.
  3. Click and drag the FDN  Count Card component to the relevant part of the Lightning page layout. As you make changes to the component, the Lightning App Builder displays a preview of your updates.
  4. In the properties pane, complete the following information:
    1. Enter the API name of the object that you want to provide information for the component. For custom objects, include the relevant namespace, such as pse__Proj__c.
      Note: When adding a Salesforce object you must check to ensure it is supported. For more information, see Supported Objects in the User Interface API Developer Guide in the Salesforce Developers Help.
    2. Enter the API name of the list view that provides information for the component, such as Active_Projects_Forecasting.

      To identify the API name of a list view, navigate to the list view and select the option to rename it. The API name for the list view is displayed. For more information, see the Salesforce Help.

      To specify the standard All list view for a Certinia custom object, include the relevant namespace, such as pse__All.
    3. [Optional] Enter a title for the count. If you leave the field blank, the name of the corresponding list view is displayed.
    4. [Optional] Apply additional filter logic to display the information that meets your specific requirements.

      For more information on controlling component visibility, see the Salesforce Help.

  5. Save the page.