SFM Lightning Delivery Capabilities
SFM Lightning Delivery includes a comprehensive set of functional, UI, lookup, and data-entry improvements designed to provide a modern and optimized transaction experience.
The following capabilities are available in SFM Lightning Delivery.
Lookup and Search
• Advanced lookup with auto-filter improvements: Lookups automatically filter records based on entered text and contextual rules, improving search relevance.
• Lookup sort order configuration: Lookup search results follow a configured sort order to show the most meaningful records first.
• Add new record directly from lookup field: Users can create a new related record directly from a lookup dialog when no appropriate record exists.
• Display secondary field info in lookup results: Lookup search results display additional field values, giving more context for choosing the right record.
• Advanced search filters for users on related objects: Users can apply multiple filters while searching related object data.
• Product lookup with Product Structure configuration: Product-related lookups respect the hierarchical product structure and show items accordingly.
Validation and Business Rules
• Real-time DVR evaluation: Data validation rules run instantly as users enter information, helping identify issues before submission.
• Improved handling of DVR errors and warnings on Save: Enhanced feedback and management of validation errors after save attempts.
• Real-time validation warnings in extended edit view: Validation warnings appear instantly during extended editing, helping users correct data before saving.
• Salesforce Duplicate Rule respected: Duplicate rules configured in Salesforce are enforced in the SFM interface.
Fields and Data Entry
• Rich Text Field support: Users can enter formatted content such as bold text, lists, or links directly within SFM fields.
• Time field support: Time inputs are standardized, and the UI automatically selects the closest valid time interval.
• Time component presenting nearest value: Time inputs adjust to the nearest valid interval based on user entry.
• Currency symbol display: Currency fields display the correct symbol based on the user’s locale and field configuration.
• Date Picker with configurable first day of week: Admins can control whether the Date Picker starts on Sunday, Monday, or another configured weekday.
• Checkbox set value with a single click: Checkbox fields can be mass-selected or deselected with a single click.
• Improved interactions for Date, DateTime, and Lookup components: Input fields behave more consistently and predictably across browsers and devices.
• Polymorphic field support: Lookups to multiple object types dynamically adjust search options and display attributes for each object.
• Picklist inline search: Picklist fields provide a type-ahead search to quickly find values in long lists.
• Advanced Code Snippet support: Enhanced editing and handling of code snippets within forms.
Grid and Detail Lines
• Bulk delete detail lines: Users can delete multiple child records in a single action.
• Bulk update detail lines: Users can update selected child records at once, improving efficiency for high-volume edits.
• Freeze columns in grid view: Key columns remain visible while horizontal scrolling, helping users maintain context in wide tables.
• Pagination to view and load more records: Large lists load in pages, improving performance and reducing initial load time.
• New detail lines appear at the top of the grid: Inserted child records display first so users can immediately review new entries.
UX and Display
• User preference: Comfy vs Compact form display: The UI automatically applies the user’s Salesforce display preference to provide a familiar experience.
• Dynamic SFM Form: The form layout adjusts automatically based on configured rules, making the UI responsive to data changes.
• Hide empty child sections: Child sections without data are automatically hidden, reducing visual clutter.
• Hide parent header section title: Admins can remove parent object headers to streamline the page layout.
• Improved UX for forms with multiple child sections: Child sections load and display more efficiently, improving readability in complex SFM layouts.
• Anchored header section: The header stays visible while the rest of the page scrolls.
• Modal window for long text field entry: Long text entries open in a focused modal dialog.
• Tooltip for truncated text: Tooltips reveal the full content when text is truncated on the screen.
Administration and Configuration
• Admin-controlled Clone: Admins determine whether records can be cloned, offering control over data duplication.
• Launch SFM Designer from Delivery (setting-driven): Admins can open the SFM Designer directly from the delivery screen for quick configuration updates.
• Automatic Clear ServiceMax Cache on load: The system clears cached metadata automatically to ensure the UI reflects the latest configuration.
• Accessible from Task: SFM transactions can be launched directly from Salesforce Tasks for streamlined workflows.
• Multi-level mapping support: Mappings can reference multiple hierarchical levels, enabling more complex automation.