Install Highlight Badges

Post-Installation Steps

Once the package is installed, complete these steps to enable Highlight Badges for users in your org.

1. Assign Highlight Badges access to users

2. Add Highlight Badges component to Lightning Pages

3. Configure Highlight Badge Definitions

Configure Highlight Badge Definitions

Create Highlight Badge Definition records for each badge that should be displayed in components for included SObject types.

Assign Highlight Badges access to users

1. Navigate to Setup > Users > Permission Sets

2. Select the Highlight Badges Viewer permission set

3. Click Manage Assignments and then Add Assignment

4. Select users to grant access to and click Next, then Assign

Alternatively, add the following permissions to preferred profiles/permission sets:

Highlight Badges Admin

• System Permissions

  • Customize Application

• Apex Classes

  • HighlightBadgeActionEditorCtrl

  • HighlightBadgeActionsMgrController

  • HighlightBadgesController

  • HighlightBadgeSetupController

  • HighlightBadgesStarterPacksCtrl

  • LookupController

• Object Settings (Object Access, Field Level Security, Platform Events and Tabs)

  • Highlight Badge Definition (Read, Create, Edit, Delete)

    • Read/Write access to all fields

  • Highlight Badge Action (Read, Create, Edit, Delete)

    • Read/Write access to all fields

  • Highlight Badges Starter Packs

    • Tab available and visible

  • Highlight Badges Refreshes (Read, Create)

  • Highlight Badges Deploy Results (Read, Create)

• Custom Permissions

  • Can View Highlight Badges

• Assigned Apps

  • Highlight Badges Setup

• Custom Metadata Types

  • Badge Action Template

  • Badge Definition Template

  • Highlight Badges Starter Pack

Highlight Badges Viewer

• Apex Classes

  • HighlightBadgesController

• Custom Permissions

  • Can View Highlight Badges

• Object Settings (Object Access, Field Level Security, Platform Events and Tabs)

  • Highlight Badge Definition (Read Only)

    • Read Only access to all fields

  • Highlight Badge Action (Read, Create, Edit, Delete)

    • Read Only access to all fields

  • Highlight Badges Refreshes (Read, Create)

Add Highlight Badges component to lightning pages

The Highlight Badges component can be added to any record page, app page, Flow screen, or Experience Cloud page. In Lightning App Builder, search for Highlight Badges in the Components menu, and drag the component to a preferred location on the layout.

Consider adding a filter to ensure the user has the Highlight Badges View Access custom permission assigned to their user.

1. In the Set Component Visibility section of the design panel, click Add Filter

2. Set the Filter Type to Advanced

3. Click Select to select a field, and select Permissions > Custom Permission > bdgs.Can_View_Highlight_Badges from the dropdown menus

4. Click Done

5. Set the Operator to Equal

6. Set the Value to True

7. Click Done

All set! Please enjoy Highlight Badges.

Anything not behaving? Let us know how we can help by contacting support.

NOTE: If you haven’t set up any Highlight Badge Definitions yet, this should look like an empty container in Lightning App Builder.

DOCUMENTATION

Release Notes

Contact Support

Can we help? Fill out the form below or email support@serkinsolutions.com