Installation
and Notes
QuickTrim is comprised of an Aura Component and a Lightning Web Component. The development team will focus mostly on the LWC.
An Aura Component can be set as a Global Action or in the Utility Bar.
A LWC can only be set in the Utility Bar and on a record page.
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A Permission Set is also available for users who are not System Admin.
An object is available to store the previous transactions to enable RollBack on Mass Update and Mass Delete.
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The Rollback button allows to revert the last change.​
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To revert other changes, find the job record on QT_Job__c, enable the available Lightning layout or add the RollBack LWC on the layout.
Standard Feature :
Object :
Dropdown with all the objects in the ORG.
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Source Field :
Dropdown with all the fields in the Selected Object
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Source Value :
Free text for text or number, Dropdown for picklist and checkbox, DatePicker for Dates
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WHERE : ( Optional if no Source Field and Value )
Freestyle WHERE Statement such as "CloseDate > TODAY"
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Target Field :
Dropdown with all the fields in the Selected Object
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Target Value :
Free text for text or number, Dropdown for picklist and checkbox, DatePicker for Dates
Standard feature is used to Mass Update or Mass Delete records.
Ideal for Sales Engineer to refresh data before a demo or Sales Ops and Team Managers.
RollBack is also available to revert those updates if necessary.
Tips :
- Object can be used solely with Target Field and Value to refresh all records.
- If you use WHERE, leave Source Field and Value empty.
Scrambler Feature :
Object :
Dropdown with all the objects in the ORG.
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Source Field :
Dropdown with all the fields in the Selected Object
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Source Value :
Free text for text or number, Dropdown for picklist and checkbox, DatePicker for Dates
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WHERE : ( Optional if no Source Field and Value )
Freestyle WHERE Statement such as "CloseDate > TODAY"
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Target Field :
If Picklist : it will randomly assign picklist values to all possibles matches
If Checkbox : it will randomly assign TRUE and FALSE
Scrambler feature is used to Mass Refresh Data with random values with pre-set options or all options.
Ideal for Sales Engineer to refresh data before a demo with random values or QA / QC teams to test any valid combination.
RollBack is also available to revert those updates if necessary.
Target Field :
If Date :
- Pick Min Date and Max Date from the DatePicker popup to the limits
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or
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- Add Days to add a select number of days to each date
Target Field :
If Number:
- Pick Min Value and Max Value as limits
​- Select Number Format
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Examples :
Number Format : Freestyle - Min and Max 1.00 - 10.00
Results : 1.15 - 3.52 - 6.47 - 9.41 - 2.24
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Number Format : x000 - Min and Max 1000 - 5000
Results : 2000 - 3000 - 6000 - 9000 - 2000
Target Field :
If Text :
- Enter random text values separated by columns
Example :
Customer | Prospect | Cancelled