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Metric Widgets, Record Lists, and Record Forms

Metric Widgets, Record Lists, and Record Forms

The Metric Widgets and Record List & Form Components add-on enhances your Salesforce Lightning experience by offering highly configurable, metadata-driven components designed for home pages, record pages, and Experience Cloud sites.

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Metric Widgets, Record Lists, and Record Forms

Metric Widgets and Record List & Form Components

The Metric Widgets and Record List & Form Components add-on enhances your Salesforce Lightning experience by offering highly configurable, metadata-driven components designed for home pages, record pages, and Experience Cloud sites.

Adding Metrics to Lightning Pages and Communities

Once you've created Metrics and Metric Groups using Custom Metadata, you can surface them in Salesforce by adding them to Lightning Pages and Experience Cloud sites. This guide explains how to add and configure these components using Lightning App Builder and Experience Builder.

Adding Record Lists and Forms to Lightning Pages and Communities

After configuring your Record Lists and Record Forms with Custom Metadata, the final step is adding them to your Salesforce UI using Lightning App Builder and Experience Builder. This article guides you through placing these components and configuring them for the right context—whether it’s a dashboard, a record detail page, or a portal.

Building Metric Widgets, Record Lists, and Record Forms

Building Metrics and Metric Groups

Metric Widgets allow you to display performance indicators, progress bars, and comparisons directly on Lightning pages and Experience Cloud sites. This guide walks you through setting up individual Metrics and grouping them into Metric Groups using Custom Metadata Types—no Apex or Visualforce needed.

Building Record Lists and Record Forms

This guide covers how to build filtered record lists and custom record forms using Custom Metadata. These components go far beyond Salesforce’s standard list views and record details—giving you control over what users see, how it's filtered, and how it's displayed across Home Pages, Record Pages, and Experience Cloud.