Listing CMS Block (Advanced)
Please note that this is an advanced block. You may be expected to have technical skills and a solid understanding of Salesforce and its features. Advanced blocks are usually not covered in our standard training.
Advanced blocks usually have many uses, which make them challenging to document. We will provide some basics, but expect to spend some time tinkering with them and discovering what is possible.
The Listing CMS Block is not enabled by default. You need to request via our support desk that it be turned on for your instance. Once it is activated it will be available via the CMS underBlocks > Listing CMS.
The Listing Block allows you to organize collections of CMS pages (e.g., blogs, news listings) or collection of Salesforce data and display them as a listing, grid, and slider. It provides the tools to build and show these collections, but it is not meant to be a turnkey solution. That is, it requires some work and experimenting, especially because it can be used in many ways.
Since this is an advanced block, we are not going to cover the basics of CMS blocks (e.g., name, regions, title, advanced settings).
The Listing Block can be used in two primary ways:
- Content Types: Organize CMS pages into a collection that can be displayed in a list-like format and searched on.
- Salesforce Views: Organize Salesforce records from a Salesforce View into a collection that can be displayed in a list-like format and searched on.
The following video will give you a good sense of how to use theListing Block (and Featured Opportunities). We recommendseeing the whole video since the beginning covers some basics of the CMS and the Featured Opportunity Block, which is similar to the Listing Block, but if you want to jump to where we cover the Listing Block, it starts at 11 minutes and 20 seconds. (Note that the video does not cover Listing Blocks using Salesforce Views.)
The basic steps to create aListing Blocks using Salesforce Views are:
- In Salesforce go to the object that has the data you want to list on your public site and create a view with the columns that contain the information you want to list.
- Make sure the view Visibility is set to "Visible to all users"
- Got to your CMS and create a new Listing Block. Under Source select "Salesforce View".
- Select the Salesforce Object and View.
These steps will connect yourListing Block to your Salesforce View. Use the Listing Block settings and page instructions to complete the configuration you want. Remember to tinker!