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Conditional Field Formatting | Winter ’25 Be Release Ready

September 4, 2024 by Elizabeth Martin Leave a Comment

Winter ’25 is almost here! Learn more about Conditional Field Formatting and check out Be Release Ready to discover more resources to help you prepare for Winter ’25. 

The challenge with configuring visual indicators today

Creating custom visual indicators to call attention to key fields is a common Salesforce configuration requirement. Visual indicators make it easier to understand the status of a record at a glance, eliminating the need to sift through all of the details to understand what’s really going on. We use these in our internal Salesforce instances to provide quick visibility into Lead and Opportunity status and epic health. 

Unfortunately, the steps to configure a visual indicator on a Lightning record page have not historically been the most intuitive. One must create a separate custom formula field for each custom visual indicator they’d like to display, as there’s no way to display the indicator on the field

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