The National Association of Professionals would like to make a very complex Directory of Accounts that meet the following requirements:

  1. This Directory should ONLY be available to authenticated users
  2. Include a banner image (Image 1) and logo image (Image 2).
  3. Front end users should be able to search this Directory by Account Name, City, or State.
  4. Front end users should be able to filter their results by Account Type, and be able to Sort by Annual Revenue.
  5. The Default Sort View should be by Account Name and in Alphabetical Order (Top of results should be A, end of results should be Z).
  6. The National Association of Professionals would like all 3 view types to be available: Geo, Enhanced, and Table View. Each view should display 5 results per page.
  7. The following 4 fields be viewable on each view type – Account Name, City, State, and Annual Revenue. For clarification purposes, they would like to have the Label visible for Annual Revenue.
  8. On the Enhanced List View, they would additionally like to display the Account Description.
  9. On Enhanced List View, include an action button that will direct users to the Account’s website.
  10. For Enhanced List and Geo Location Views, the National Association of Professionals would also like to have images and a stock placeholder image (Image 3) for Accounts that do not have images.
  11. The Detail Page should consist of the Account Name, City, State, and Account Description.
  12. There should also be an action button on the Detail Page that will direct users to the Account’s web page.
  13. The Detail Page should also allow for end users to edit the fields on their personal record's Detail Page.
  14. The Contact Me functionality should be activated, so that users can contact these Accounts. These emails should consist of the Contact Me Template email template and come from the Organization Wide Email – (Trey Wilhoite) twilhoite@NAP.com.  
  15. On their Detail Page, they would also like to add a map component.
  16. They would also like to add an Enhanced List component for Contacts that includes the following fields: First Name, Last Name, City, State, with 5 results per page.

How would the National Association of Professionals Create this Directory? 

Prerequisites

  1. From the App Picker, [Select] Directories.
  2. From the Directories tab, [Click] the New button.
  1. Create a Directory of Accounts
    1. From the Create a New Directory modal, in the Primary Object field [Search and Select] Account. In the Display Name field, [Type] NAP Directory of Accounts and [Click] the Save and Continue button.

  2. This Directory should ONLY be available to authenticated users.
    1. In the Visibility section of the Display tab, [Confirm] that the Authenticated Users Only checkbox is checked.

  3. Include a banner image (Image 1) and logo image (Image 2).
    1. From the Display tab, next to the Banner Image field, [Click] the Browse button. [Select] Image 1 from the Media Library. 
    2. From the Crop Image modal, [Crop] the image as desired and [Click] the Save button.
    3. From the Display tab, next to the Logo Image field, [Click] the Browse button. [Select] Image 2 from the Media Library. 
    4. From the Crop Image modal, [Crop] the image as desired and [Click] the Save button.

  4. Front end users should be able to search this Directory by Account Name, City, or State.
    1. From the Search, Filter, & Sort tab, [Drag and Drop] the following fields from the Available Search Fields text box to the Selected Search Fields text box: 
      1. First Name
      2. Last Name
      3. Full Name
      4. City
      5. State

  5. Front end users should be able to filter their results by Account Type, and be able to Sort by Annual Revenue.
    1. From the Search, Filter, & Sort tab, [Drag and Drop] the following fields from the Available Filter Fields text box to the Selected Field Fields text box: 
      1. Account Type
    2. From the Search, Filter, & Sort tab, [Drag and Drop] the following fields from the Available Sort Fields text box to the Selected Sort Fields text box: 
      1. Annual Revenue

  6. The Default Sort View should be by Account Name and in Alphabetical Order (Top of results should be A, end of results should be Z).
    1. From the Search, Filter, & Sort tab, from the Default Sort Field field drop down [Select] Account Name. 
    2. From the Search, Filter, & Sort tab, from the Default Sort Field Order picklist [Select] ASC. 

  7. NAP would like all 3 view types to be available, Geo, Enhanced, and Table View, and the Default View should be Enhanced List. Each view should display 5 results per page.
    1. From the Display tab, from the Default View menu, [Select] Enhanced List.
    2. From the Enhanced List tab, [Check] the Enable Enhanced List View checkbox. 
    3. From the Table tab, [Check] the Enable Table List checkbox. 
    4. From the Table tab, in the Display Results field, [Enter] 5. 
    5. From the Enhanced List tab, in the Display Results field, [Enter] 5. 
    6. From the GeoLocation tab, in the Display Results field, [Enter] 5. 
    7. From the GeoLocation tab, in the Longitude field [Select] Billing Longitude.
    8. From the GeoLocation tab, in the Latitude field [Select] Billing Latitude.

  8. The following 4 fields be viewable on each view type – Account Name, City, State, and Annual Revenue. For clarification purposes, they would like to have the Label visible for Annual Revenue.

    1. From the Table tab, [Drag and Drop] the following fields from the Available Fields text box to the Selected Fields text box: 
      1. Account Name
      2. Billing City
      3. Billing State
      4. Annual Revenue

    2. From the Enhanced List tab, [Enter] the following values into the corresponding fields:
      1. Position 1 (Name) - Account Name
      2. Position 2 (Subtitle) - Annual Revenue
      3. Position 3 - Billing City
      4. Position 4 - Billing State

    3. From the Enhanced List tab, next to the Position 2, [Check] the Show Label checkboxes. 
    4. From the Geo Location tab, [Enter] the following values into the corresponding fields:
      1. Position 1 (Name) - Account Name
      2. Position 2 (Subtitle) - Annual Revenue
      3. Position 3 - Billing City
      4. Position 4 - Billing State

    5. From the Geo Location tab, next to the Position 2, [Check] the Show Label checkboxes. 

  9. On the Enhanced List view, they would additionally like to display the Account Description.
    1. From the Enhanced List tab, [Enter] the following value into the corresponding field:
      1. Position 5 - Account Description

  10. On Enhanced List view, include an action button that will direct users to the Account’s website.
    1. From the Enhanced List tab, [Check] the Enable Action Button checkbox. 
    2. From the Enhanced List tab, in the Action Button Field [Select] Website (custom field).
    3. From the Enhanced List tab, in the Action Button Label field [Type] Click Here. 

  11. For Enhanced List and Geo Location view, NAP would also like to have Images and a stock placeholder image (Image 3) for Accounts that do not have images.
    1. From the Enhanced List tab, [Check] the Enable Image checkbox. 
    2. From the Enhanced List tab, next to the Placeholder Image field, [Click] the Browse button. [Select] Image 3 from the Media Library. 
    3. From the Enhanced List tab, in the Image Field, [Select] Image. 
    4. From the Geo Location tab, [Check] the Enable Image checkbox. 
    5. From the Geo Location tab, next to the Placeholder Image field, [Click] the Browse button. [Select] Image 3 from the Media Library. 
    6. From the Geo Location tab, in the Image Field, [Select] Image. 

  12. The Detail Page should consist of the Account Name, City, State, and Account Description.
    1. From the Detail tab, in the Name Field, [Select] Account Name.
    2. From the Detail tab, in the Detail Subtitle field, [Select] BillingCity.
    3. From the Detail tab, [Drag and Drop] the following fields from the Available Fields text box to the Selected Fields text box: 
      1. Billing State
      2. Account Description

  13. There should also be an Action Button on the Detail page that will direct Users to the Account’s web page.
    1. From the Detail tab, [Check] the Enable Action Button checkbox. 
    2. From the Detail tab, in the Action Button Field, [Select] Website.
    3. From the Detail tab, in the Action Button Label field, [Type] Click Here. 

  14. The Detail Page should also allow for end users to edit the fields on their personal Accounts's Detail Page.
    1. From the Detail tab, [Check] the Enable Listing Profile Edit checkbox. 
    2. In the Profile  Fields section of the Detail tab, [Drag and Drop] the following fields from the Available Fields text box to the Selected Fields text box: 
      1. Account Name
      2. Billing City
      3. Billing State
      4. Account Description

  15. The Contact Me functionality should be activated, so that users can contact these Accounts. These emails should consist of the Contact Me Template email template and come from the Organization Wide Email – (Trey Wilhoite) twilhoite@NAP.com.  
    1. From the Detail tab, [Check] the Enable Contact Me checkbox. 
    2. From the Detail tab, from the Email From Field, [Select] Org Wide Email. 
    3. From the Detail tab, in the blank field underneath the Org Wide Email, [Select] Trey Wilhoite. 
    4. From the Detail tab, from the Contact Me Button Label field, [Type] Contact Me. 
    5. From the Detail tab, from the Email Template field, [Select] Contact Me Template. 

  16. On their Detail page, they would also like to add a map component.
    1. From the Detail tab, in the Longitude field [Select] Billing Longitude.
    2. From the Detail tab, in the Latitude field [Select] Billing Latitude.
    3. From the Related List tab, underneath the Default Components column, [Drag and Drop] Map into the Drag and Drop Lightning Component box. 

  17. They would also like to add an Enhanced List component for Contacts that includes the following fields: First Name, Last Name, City, State, with 5 results per page.
    1. From the Related List tab, underneath the Default Components column, [Drag and Drop] Enhanced List into the Drag and Drop Lightning Component box. 
    2. On the previously created Enhanced List Lightning Component, [Click] the Edit (pencil) button. 
    3. From the Enhanced List Lightning Component Edit screen, in the Object field, [Select] Contact--Contact.
    4. From the Enhanced List Lightning Component Edit screen, [Enter] the following values into the corresponding fields:
      1. Position 1 (Name) - First Name
      2. Position 2 (Subtitle) - Last Name
      3. Position 3 - Billing City
      4. Position 4 - Billing State
    5. From the Enhanced List Lightning Component Edit screen, in the Display Results field, [Enter] 5. 
    6. From the Enhanced List Lightning Component Edit screen, [Click] the Save button. 

Final Step

From the top right corner of the Directory Builder, [Hover] your mouse over the downward pointing arrow next to the Save button. [Click] Save and Exit.