How to add a Pop-up message in the Salesforce Record Page

In this Salesforce tutorial, we will learn about adding a Pop-up message to the Salesforce Lightning Record Page. In addition, we will understand the core concept of Salesforce Pop-Up messages and also the installation steps of EvoluteMessage from the Salesforce App Exchange.

Salesforce Lightning Pop-up messages

In Salesforce, the PopUp component allows the user to add criteria-based pop-up notifications on a record for standard and custom objects, Home pages, or Record pages, and we can add this feature to lighting pages without writing any code just with the help of lightning app builder.

This pop-up will appear upon opening a record, Home, or app page, and is customizable according to custom fields.

While working as a system administrator for an organization that uses Salesforce as a Customer Relationship Management (CRM) tool, I was asked to add an alert pop-up message for the account record pages. The Sales team manage a large of account record and sometimes they miss out on some crucial information to enter in the account record for example Phone field.

By adding the pop-up message it will be easy for the sales team to make sure that they have added all important details in the record fields. In the below steps, I will you the method of adding pop-up messages to the Lightning Record Pages.

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Install the app EvoluteMessage from the Salesforce App Exchange

To install the app EvoluteMessage from Salesforce, go to the Salesforce App Exchange, log in with the credentials of your Trailhead account, and follow the steps below.

Step-1: In the Salesforce AppExchange go to the search bar and search for EvoluteMessage then from the search results, click on the application EvoluteMessage.

Step-2: In this step, we have to click on the Get it Now button to start the installation of this Salesforce app.

Step-3: In this step, we will select the location to install this app package. To install this app directly in the production click on the button Install in Production.

Step-4: In the Confirm Installation Details window, activate the checkbox I have read and agree to terms and conditions and then click on the button Confirm and Install.

Step-5: In this step, select the profiles to which you have to give access to this application. In this case, I have selected the option Install for All Users to give this app access to all users in the org. After selecting the profiles click on the Install button.

As we click on the Install button, the installation process will begin and will take a while.

Step-6: To check the app installation go to the Setup page of Salesforce Lightning and in the Quick box, search Installed Packages then in the dropdown select Installed Packages under the heading Packaging.

In the Installed Packages, we can see the app EvoluteMessage is successfully installed.

Till now we have successfully installed the app and with the help of this application, we will display pop-up messages in the Salesforce Lightning Record Page.

Add a Pop-up message in the Salesforce Record Page in Salesforce Lightning

To add a Pop-up message in the Salesforce Record Page, log in to your Salesforce account and follow the steps below.

Step-1: On the Setup page of Salesforce Lightning, click on the App Launcher, then in the dropdown click on View All.

Step-2: In the Sales app select the tab Accounts because in this example we are going to add a pop-up message in the record page of Accounts.

Step-3: In the Accounts window select an account to access the record page of accounts. We can choose any account since the page can be accessed from any of these accounts. In this example, I have selected the account Edge Communications.

Step-4: In the selected record, click on the Gear icon on the upper right side of the screen, and in the dropdown click on the option Edit Page as shown in the picture below.

As we click on the Edit Page option, the record page will open in the Lightning App Builder, and from here we will add a component to this page to enable a pop-up message in the Record Page.

Step-5: In the left sidebar, we can see a list of components. In this list, there is a component named Evm Simple Modal Message under the heading Custom-Managed and this component came with the app package we have installed above. Now drag to add the component Evm Simple Modal Message to the template region.

Step-6: After adding the component to the Record page to the right-hand sidebar enter the fields Message Header and Message Body. In the field Message Header, enter the header relevant to the pop-up message. In this example, I have entered the header as a Phone field not entered.

In the Message Body enter the message text that you want to display on screen in the pop-up message. For example, I have entered the message body as Please Enter the Phone field to complete the record.

Along with this, activate the checkbox Show Message in Builder to preview the pop-up message in the app builder.

Step-7: In this step, we will add a filter for the pop-up message i.e. the condition for the pop-up message to appear on the record page, and for that first click on the Add Filter button in the right-hand sidebar under the heading Set component Visibility.

Step-8: In this step, we will enter the fields to set conditions for the pop-up message to appear. In the Filter Type select the option Record Field. In the Field section select the field according to the pop-up message. For example, I have selected Field as Phone because I have to show a pop-up message regarding the Phone.

In the Operator field select the option Equal and then click on the Done button to apply changes.

Step-9: After applying the above changes click on the Save button to apply the settings in the Account Record Page.

As we click on the Save button, the pop-up message feature will be activated on the Account Record Page. Now, we will check the working of this added feature and for that go to the Accounts and follow the steps below.

Step-10: In the Accounts, I have one such account named Cardone Technologies that is without a Phone number field. So ideally, when I open this account it should show the pop-up message. Now I will open this account to see the pop-up message.

As we can see in the picture above the pop-up message feature is being added to the Record Page.

Conclusion

In this Salesforce tutorial, we have learned about adding a Pop-up message to a Record page in Salesforce Lightning, and with the help of the steps above we have successfully added the feature of pop-up message on the Account Record Page.

In addition to this, we have also seen the installation of the EvoluteMessage app which is helpful in adding this feature of Pop-up messages.

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