Salesforce and Application Integration

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Show Guide Only When

This feature only applies to guides that execute within Salesforce.

You can determine which guides display within the "Guides" area on a user's Salesforce page by entering criteria in the guide properties. Enter the criteria in the

Show Guide Only When

field on the Guide Properties

Advanced

tab.

The criteria must be entered as a Boolean expression. You can use the functions and operators described in the Salesforce documentation. See the examples below.

Use the

Insert Field

list to select insert objects and fields into the expression.

This expression can be as complex as you need. For example, here is an expression that tells Guide Designer that it should only display a guide when an account's owner is one of three people:

CONTAINS($Account.Owner.Name, "John Smith") 
    || CONTAINS($Account.Owner.Name, "Bob Smith")
    || CONTAINS($Account.Owner.Name, "Jim Smith")

Do not use Salesforce field syntax (enclosing field names in curly braces with the "!" prefix) when you enter field names. The expression is passed directly to Salesforce as an Apex expression. If you pass an invalid Apex expression, Salesforce returns an error message.

Example 1

If the field is a list, you can use an equals sign to select one of the items from the list. For example:

Account.Type = 'Analyst'

Example 2

To define multiple criteria, use "&&" (logical AND) and "||" (logical OR) in your expression. For example:

(Account.Type = 'Analyst' && Account.testfield__c= true) || (Account.Phone ='1234')

In this case, the expression means that:

The account type must be Analyst AND the testfield must be true, OR

The account phone number must be 1234.

In this case, the parentheses group the first two tests so they are evaluated as a single unit.

In the following example, the parentheses cause this expression to be evaluated differently:

(Account.Type = 'Analyst') && (Account.testfield__c= true || Account.Phone ='1234')

Here, the same criteria means that:

The account type must be Analyst AND

Either the testfield must be true OR the account phone must be 1234.

Controlling Who Sees Guides

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Salesforce and Application Integration

Salesforce and Application Integration

Show Guide Only When

Show Guide Only When