Introduction to SmallBuilder List

Hello, this is the SmallBuilder team.

Salesforce provides List Views for viewing data. These standard List Views are convenient features that even new users can quickly adapt to and use easily.

However, in many projects, there are cases where custom lists need to be developed.

When Custom Lists Are Needed

When intuitive conditional searches are required
When Excel export or import functionality is needed
When bulk record processing is necessary
When fast, line-by-line actions are needed
When a list of Detail objects is required in a Master-Detail relationship

SmallBuilder Lists is a tool that enables you to implement such custom lists without coding.

Why SmallBuilder Lists?

Fast Implementation – Can be implemented in under 30 minutes using the No Code Builder
Wide Usability – Can be used anywhere custom lists are required
Mobile Support – Enable to use custom lists on mobile
Managing Change – Quickly respond to change requests from the field
Free for 10 Users – Start with no financial burden
Verified Product – Listed and trusted on the AppExchange

USE CASE #1 – Intuitive Criteria Search (1/2)

When implementing Salesforce, internal users can receive sufficient training. However, external users, such as dealers who are new to Salesforce, may find the standard Salesforce List View inconvenient.

Here’s an example where SmallBuilder List is utilized to create a list in the dealer portal that allows external users to intuitively search for Cases based on various conditions, such as category and status.

USE CASE #2 – Intuitive Conditional Search (2/2)

Even for internal users who easily adapt to List Views through training, there may be situations where a custom list is needed, such as when searching requires combining multiple conditions or dynamic date range searches.

Here’s an example where a manufacturer can quickly search for technical bulletins issued to dealers based on various conditions.

USE CASE #3 – Excel Import & Export

When dealing with information such as a wide variety of parts, it’s often essential to download or upload data in bulk using Excel.

Here’s an example where a part promotion feature has been implemented in Salesforce.

In this example, the Excel template automatically generated by SmallBuilder List is used to bulk upload the parts targeted for promotion.

USE CASE #4 – Bulk Actions and Quick Actions

User requirements for processing selected records in bulk or quickly managing items from a list without navigating to individual record detail pages are common in Salesforce projects.

Here’s an example where multiple selected parts can be added to the cart using a Mass Action, as well as a Row Action to add a single product to the cart.

Note that both the Mass Action and Row Action in this example are implemented using Flow. Action buttons in SmallBuilder List can be created using Screen Flow.

USE CASE #5 – Mobile Support

During project development, it’s common to develop custom lists with code. However, in such cases, mobile compatibility can often be overlooked.

Lists implemented with SmallBuilder List are designed to support both desktop and mobile platforms by default, allowing you to avoid the hassle of developing a separate list for mobile after creating a desktop version.

Conclusion

Companies are increasingly integrating more business processes into Salesforce.

To ensure that users can conveniently utilize each business process in Salesforce, it is crucial to implement a user-friendly UX.

Especially for quick task handling, the implementation of Lists that allow users to manage various tasks with minimal navigation can significantly impact user efficiency.

SmallBuilder List is the optimal tool for implementing these user-friendly lists.

Thank you.