Detail Page
A Detail Page is a full page dedicated to a specific record in your search results. You can advance to the Detail Page by clicking on any record in your search results - this will work for any/all view types. Upon advancing to the Detail Page, you will be able to see information about that specific record and view information about related objects and records (depending on the staff user's configurations). A map with a pin dropped on the record's location, images, action buttons, and the ability to contact the record directly via email can also be enabled on the Detail Page.
On the Detail tab in the Directory Builder, you will have the ability to make updates and changes to the following:
Disable Detail Page - This checkbox must be checked for users to have the ability to access a Detail Page on a record in their search results.
Title Field - The record's heading field in the Detail Page. Any field associated with the Directory's primary Object can be referenced.
Detail Subtitle Field - The record's secondary name or subtitle field in the Detail Page. Any fields association with the Directory's primary Object can be referenced.
Additional Fields - Use the Smart Search functionality in the Available Fields search field, or manually scroll through the list of fields displayed in the text box and drag and drop the desired fields into the Selected Fields text box. There is no limit on the number of fields a staff user would like to make available on the Detail Page. By checking the Show Additional Field Labels checkbox, all corresponding field names will be shown with the corresponding field value. By checking Show Additional Field Labels, ALL field labels will be shown.
Enable Profile Edit - When checked, users will be able to edit the corresponding fields on their personal listing or record via the Community Portal. These edits can be made by the user visiting their own Detail Page in the Directory and [Clicking] the Edit button. To enable image editing, the configured Image Field will also need to be added to the Editable Fields section.
Enable Image - When this checkbox is checked, images will appear on your Detail Page. The Photo URL field on the Contact or Account is not a Directory field. It is hidden from all Contact and Account layouts, as it is a part of the Chatter API.
Detail Image Field - This field contains the field that will be referenced when displaying a record's image when on a Detail Page. The record's field value will generally be a URL.
Enable Map - When checked, a map with a pin dropped at the corresponding record's field address.
Latitude - This field will determine what latitude field the Detail Page will be referencing when dropping the appropriate pin and determining a record's location.
Longitude - This field will determine what longitude field the Detail Page will be referencing when dropping the appropriate pin and determining a record's location.
Enable Action Button - This checkbox must be checked for users to have access to action buttons when viewing a record's Detail Page. Action buttons are clickable buttons that will appear on the Detail Page and will direct the user to a separate web page in a new tab.
Enable Listing Profile Edit - By checking this checkbox, users will be able to edit their personal record or any record where they are a Primary Contact.
Profile Fields - Any fields in the Selected Fields text box will be editable via the Community Portal by the corresponding Contact. Use the Smart Search functionality in the Available Fields search field, or manually scroll through the list of fields displayed in the text box and drag and drop the desired fields into the Selected Fields text box.
Action Button Field - This field contains the field or URL that a user will be directed to when clicking a record's action button on the Detail Page. The record's field value will generally be a URL.
Action Button Label - The value in this text field will be the text displayed inside of the action button when viewing a record's Detail Page (IE - Click Here).
Enable Contact Me - By checking this checkbox, a staff user will enable any user of the Directory to directly contact any record via email by [Clicking] on a Contact Me (the button label is configurable - see Contact Me Button Label below) button on the Detail Page without disclosing the record's email address. Currently, Merge fields are only supported in Directories email templates if the email template type = Visual Force.
Email to Field - This field will reference the email address a record's Contact Me button will send an email to when enabled. If you would like to allow users the option of being unable to be contacted via the Contact Me functionality, it is recommended that you create a custom Contact Me Email field on the record and reference that field in the email to field.
Email from Field - You will have two options for Email From Field - Org Wide Email and Email Field, depending on your selection the blank field below will update with the appropriate options. If Org Wide Email is selected, only previously defined Organizational Emails will be available in the drop down. If Email Field is selected, all email fields from the Contact, Account, or User records will be available for selection.
Email Field - This will use the email address (depending on the field selected) affiliated with the Directories User's Contact record that will appear in the From: field of a sent/delivered email.
Org Wide Email - This will use a pre-defined generic Organizational email address that will appear in the From: field of a sent/delivered email. Only preconfigured Organizational Wide Email address options will appear in the field beneath when selected (see notes about configuring an Org Wide Email below).
Contact Me Button Label - The value in this text field will be the text displayed inside of the Contact Me Button when viewing a record's Detail Page (IE - Contact Me).
Email Template - This will allow users to define an previously created Email template to be used when utilizing the Contact Me functionality. Email Templates used in Directories must contain the text {{message_body}}, or a user will be unable to save and exit the Directory Builder. Currently, Merge fields are only supported in Directories email templates if the email template type = Visual Force.
Enable Contact Preferences: On ANY Contact-based Directory, you will see an Enable Contact Preferences checkbox on the Detail tab. This feature is ONLY available for Directories where Contacts are the Primary Object. If Enable Contact Preferences AND Enable Listing Profile Edit are checked, a user will be able to hide particular fields from their Detail Page in the Directory by visiting their record in the front end and clicking the Edit button. Upon clicking the Edit button, the Edit Listing Profile modal will appear (see above). By unchecking any of the checkboxes next to the field(s), those fields will no longer by visible in the front end by other users.
Example - John Smith does not want to make his email address publicly available in the Directory. His organization has configured a Directory that by default shows his email address on his record/Detail Page. He can remove his email address from being publicly available by logging into the Community and searching for his record in the Directory. Upon accessing his record/Detail Page, he would click the Edit button and from the Edit Listing Profile modal, uncheck the Email field checkbox. His email address will no longer be visible to other users. However, if John Smith is logged in and on his Detail page - he will still see his email address. He will be the ONLY person able to see this value when he is logged in to the Community.
Configuring an Org Wide Email address:
To configure an org-wide email, the staff user must go to Setup, and in the Quick Find/Search Bar [Search for and Select] Organization Wide Addresses.
Once on the Organization Wide Addresses page, [Click] the Add button.
[Create] a Display Name and assign an Email Address.
[Select] if you would like to allow All Profiles to Use this From Address or Allow Only Selected Profiles to Use this From Address and [Assign] Profiles accordingly.
[Click] the Save button.