recordindicator.com

Changelog

Product updates

Release notes for Salesforce Record Indicator.

Feature update

Version 1.2.0

Current Version

Makes rule condition editing type-aware so values match what Salesforce expects, adds a one-click indicator value shortcut, and fixes relationship filters on boolean fields.

Smarter rule condition editor

  • Condition inputs now adapt to the selected Salesforce field's type, so the rule editor guides users to values Salesforce will accept.
  • Boolean fields use a true/false selector instead of free-text input.
  • Picklist fields offer a dropdown of the field's active values, so users no longer need to remember exact picklist values.
  • Numeric, date, and date/time fields use matching input controls.
  • Long text, rich text, and encrypted fields are limited to is-empty and is-not-empty checks, matching what Salesforce actually supports for filtering.
  • Address, location, and other unfilterable field types are hidden from the field picker.
  • Only operators that apply to the selected field type are offered, and disallowed operators auto-reset when the field changes.

Indicator text shortcut

  • New "Show field data as indicator value" button in the rule editor sets the indicator text to ((value)) in a single click.

Fixes

  • Relationship rule filters on boolean fields (for example, IsClosed = false on Opportunities) now correctly match records instead of returning zero results.

Feature update

Version 1.1.0

Previous Version

Adds support for relationship indicators, plus dynamic labels, copy-to-clipboard support, display controls, import and export, and reliability improvements.

Relationship indicators

  • Adds support for relationship indicators.
  • Lets users create indicator rules based on related Salesforce data, such as the number of open Opportunities or open Cases linked to an Account.

Indicator text and actions

  • Dynamic indicator text - Use ((value)) in indicator labels to display the actual field value that matched. For example, "Stage: ((value))" renders as "Stage: Closed Won."
  • Copy to clipboard - Enable per-indicator click-to-copy so users can click an indicator to copy the matched field value to their clipboard.

Indicator styling and display

  • Colour presets - Choose from Solid or Tonal colour palettes (Success, Information, Warning, Critical, Neutral) for quick, accessible indicator styling. Custom colours are still fully supported.
  • Indicator size - New display setting to choose Small, Medium, or Large indicators.
  • Active indicator limit increased from 5 to 10.
  • Up to 6 indicators now display on a record page before grouping (previously 5).

Configuration management

  • Import & Export - Back up your full configuration (rules, orgs, preferences) to a JSON file and restore it on another machine or browser profile.
  • Org input validation - Prevents accidentally pasting a full URL when adding a Salesforce org.

Fixes and troubleshooting

  • Editing existing rules is no longer blocked when at the active indicator limit.
  • Improved API access error messages with link to support documentation.

Initial release

Version 1.0.0

Previous Version

First public release of Salesforce Record Indicator for Salesforce Lightning users who want visual record cues without Salesforce custom development.

Core functionality

  • Displays visual indicators on supported Salesforce Lightning record pages when user-defined rules match.
  • Supports Account, Contact, Lead, Opportunity, and Case records in the initial release.
  • Uses Salesforce API-backed field data from the current user's existing browser session.

Rule creation and display

  • Lets users create indicator rules with field-based conditions using available Salesforce fields.
  • Supports comparison operators for matching record values, including equals, contains, starts with, greater than, less than, and empty checks.
  • Lets users choose indicator colours and labels to fit their own workflow.
  • Provides configurable indicator placement at the top, bottom, left, or right side of the record page.

Popup and troubleshooting

  • Adds a popup record inspector showing the current object, record, fetch status, and available fields.
  • Includes searchable field lookup by field label or API name to help build and troubleshoot rules.
  • Shows clear fetch and session-related error states when record data cannot be retrieved.
  • Includes pause and resume controls directly from the extension popup.

User settings and privacy

  • Stores rules and preferences in Chrome storage for user-local configuration.
  • Supports saved Salesforce org management for switching between org-specific rule sets.
  • Only reads Salesforce records, fields, and metadata the current user can already access.
  • Does not send Salesforce record data to external servers or third parties.