The Metric Widgets and Record List/Form Components add-on package brings powerful, metadata-driven components to Lightning Home Pages, Record Pages, and Experience Cloud sites. Designed for Salesforce Admins, this no-code framework lets you configure dynamic dashboards, filtered lists, and curated record forms—all using Custom Metadata Types.

Metric Widgets

Use Metric Widgets to highlight KPIs, status indicators, and performance metrics for users or records.

Where You Can Use Them

• Lightning Record Pages: Show contextual KPIs like revenue targets, project progress, or SLA scores
• Experience Cloud: Display portal-friendly metrics like “Cases This Month” or “Partner Revenue”

Record Lists

Use Record Lists to present dynamic collections of records; like open tasks, high-priority cases, or recently closed deals based on user or record context.

Where You Can Use Them

• Lightning Record Pages: Show only relevant related records (e.g., “Active Opportunities” instead of all)

• Lightning Home Pages: Create personalized dashboards with lists like “My Open Cases” or “Team Tasks”

• Experience Cloud: Tailor record visibility to logged-in users (e.g., “My Orders,” “My Invoices”)

How They’re Different from Salesforce Related Lists and List Views

• Fully customizable fields, filters, and sort order via metadata

• Use dynamic filters (like current user ID or account ID) without needing code

• Not tied to page layout—can place multiple lists with unique filters

• Work outside of record context—great for home pages and portals

Record Forms

Use Record Forms to create customized layouts for displaying key fields—replacing or enhancing the standard record detail section.

Where You Can Use Them

• Lightning Record Pages: Streamline record views with curated layouts (e.g., Account Summary, Case Snapshot)

• Lightning Home Pages: Show a specific record’s key info directly on the dashboard

• Experience Cloud: Deliver simplified, branded views for customers and partners

How They’re Different from Salesforce Record Detail Components

• Choose which fields to show and in what order

• Override field labels and add custom help text

• Control column count and layout without relying on page layout editor

• More responsive and flexible, especially for portal/mobile use

Prerequisites Permissions

• End Users need the "Precursive Metrics & Record Lists User" permission set — best added to existing user Permission Set Groups.
• Administrators need "Precursive Metrics & Record Lists Admin", plus Customize Application and Modify All Data.

NOTE: Users must have Read access to the objects used in metric or list configurations (e.g., Account, Contact, Opportunity, Case, and any custom objects).