Declaratively build and visualize applications and business processes.
When should you think about using a builder? Start, as always, with the user. If users will be doing one or more of these things, there could be a builder in your future:
- Working with WYSIWYG (“what you see is what you get”) declarative elements that can be added with clicks and customized with forms
- Designing a business process on a blank canvas
- Creating and defining a series of logical actions that result in different outputs
- Defining the relationship of one element to another—for example, in a workflow or visual layout
- Saving and tracking multiple drafts or versions
Where to Launch a Builder
Depending on your target user, a builder can be opened from Setup, an app, or a record page.
For Admins and Developers Customizing Salesforce
- In Setup, launch the builder in full-screen mode.
- Make sure that the builder, its list-view, and any detail pages can be accessed from the builder home page in Setup.
For Salesforce App and Console Users
- Launch a builder from a relevant record detail page or app page. For example, Journey Builder can be launched from any Journey record page.
- In Salesforce Console, a builder should open in a new window or browser tab—not in a console tab or subtab.
- A utility bar that overlays the interface can persist over a builder. If the user navigates away from the builder by clicking the utility bar, an alert should warn that unsaved changes may be lost. See Modal usage for warning messages.
- Builder record metadata can be represented in a console tab or sub-tab.
Record Information: Names, Versions, and Statuses
Before opening a builder, start on the record list page, which includes a clear summary of file names, versions, and statuses. Display this information in the builder, in the record list, record detail, and builder header.
Display file name, version, and status in the builder list.
To orient users without making them return to the builder, provide a dedicated view of file name and version(s) for each record.
The builder header should include the builder name, file name, and save status.
Settings and Help
The top right of the builder’s header bar is reserved for links to builder-level settings and help documentation.
Saving Builder Records
When working in a builder, users tend to save changes often. Some builders also let users activate, run, or publish.
Saving is a server-side snapshot of an object and its state. Note that saving does not equal approval to push an object for activation or publication; these are two separate actions. If saving does activate/publish a file or execute a process, explicitly call this out.
When and how can I save my builder objects?
- Use a Save button to initiate a server-side save of the entire object.
- When a builder allows manual saving, users should be allowed to save even when their work contains errors. (See Validation for more information on messaging.)
- When a save also triggers activation/publication, allow the file to be saved without push. Alert the user to any errors blocking activation/publication.
What about versioning?
- Builders may allow object versioning. If your builder does so, let users clone or copy objects with a Save As command.
- If a builder autosaves (and creates auto-versions for each save), batch any changes into a new version. Make it easy for users to view and revert to previous versions.
What happens when I save with multiple records open?
- Multiple records can be viewed simultaneously in new browser windows or tabs.
- An explicit save affects only the record currently in focus—not other open records.
- When a user attempts to closes a browser window with unsaved records, display a warning that they will lose all unsaved changes.
Clearly communicate the status of save, activate, and other actions, without overwhelming users or drawing focus from the task at hand.
For more information, see Status Text in the Header Toolbar section.
Consider these principles when using autosave:
- Confidence. Make clear what is and isn’t saved at all times. Can an autosave offer the trust of an explicit save button?
- Simplicity. How are previous versions presented? Reinstated? What’s a simple, easy, and on-pattern way for users to perform these actions?
- Data. Where do autosave versions live? Do they affect a user’s data limits? Are both users and Salesforce prepared to deal with the data implications?
- Performance. What effect will constant saving have on performance? Are the benefits of autosaving and versioning enough to outweigh any lag?
Activating or Publishing
Most builders separate save functionality from publication/activation, allowing users to edit without affecting runtime or live business processes.
Place the Activate or Publish action at the right side of the builder toolbar, with other action buttons. If technical or other factors make that difficult, place it on the Builder Home or Record Overview page.
For more information, see Activate/Deactivate in the Header Toolbar section.
Exiting a Builder
To exit a builder, users close the browser window or click the Back button in the header bar. The user will return to the page from which the builder was launched.