Case Study : Battle Card

Case Study: Battle Card
cloud.analogy info@cloudanalogy.com +1(415)830-3899

- Essentially, Battle Cards are concise compilations of information about your product, the market, your customers,
and your competition. They can show this important information as graphs/graphics, text, or even videos to the
sales team members.
- In addition to giving your sales team the ammunition to get into conversations with potential customers, the
creation of battle cards can also help your organization create consistent messaging when sales and marketing
teams work together — and customers love consistency. Battle cards can also be used to improve the work
productivity of new employees and identify shortcomings in your products or offerings.
- Battle cards include information about your product/service, competitive intelligence, pricing, unique selling
points, possible counter questions from customers, and a lot more.
OBJECTIVE

KEY POINTS
● Admin can configure the item/cards details in the Battle Card Configuration page.
● Admin can create the fields of Battle cards dynamically according to their types.
● Admin can map the salesforce standard/custom objects fields with Battle card fields for filter the data according
to selected object.
● Admin can import the Battle card information using CSV file according to the type of Battle card.
● Battle Card users can create the Battle card with all details and comments from Card create page.
● User can Modify and Clone and Deep Clone the Battle Cards from Card create page.
● User can filter the Battle cards according to their mapped fields and values.
● In the Battle Card, the user can like and unlike the cards and comment also on each Battle Card
individually.
3cloud.analogy info@cloudanalogy.com +1(415)830-3899

4www.cloudanalogy.com
How we did it?
1) For Data Model: For this project, we have used Custom/Standard Objects, Card, Contents, Content Feedback, Card
Field Setting, Reactions, Card UI Configuration, and Card Mapping Setting.
2) For Development: Basically we developed this project in Salesforce by using React JS and Aura Lightning:
- In the first step, we installed the unmanaged package of Battle Card. This package contained an app
called Battle Card. Using that app, we configured Battle Card on Salesforce with Battle Card
configuration page and all Battle Card objects.
- In the second step, we configured the card fields of Battle Card according to types.
- In the third step, We mapped the Battle Card fields with Selected object fields.
- In the fourth step, we created the inline page of Battle card for selected object and set in to the
Object as inline view. Here, the user receive the opportunity to filter the Battle Card according to
mapped fields and their values.

Battle Card Configuration Page
● Battle Card Configuration Page is used to configure the cards fields and mapping with object.
● There are three options/tabs in the Battle Card Configuration page :-
1. Card Configuration
2. Card Mapping
3. Card Creation
● Card Configuration :-
○ Card Configuration tab is used to configure the Battle Card fields.
○ On this tab, the user/admin can create, modify, or delete the Battle card fields.
● Card Mapping :-
○ Card Mapping tab is used for mapping the Card fields with selected objects fields for filter the Battle
Cards.
○ On this tab, the admin/user can create the in-line Battle card page for the selected object.
○ Card Mapping tab has two options :-
■ Card Mapping
■ Mapped Fields
○ Mapped Fields tab is using to show the table of mapped fields with custom and standard objects fields.
● Card Creation :-
○ Card Creation tab is used to create the card by importing the CSV file according to Battle Card types.

Battle Card Configuration

Card Configuration Tab

Card Mapping Tab

Mapped Fields Tab

Card Creation Tab

Battle Card Creation Page
● User can create the Battle Card from the Card Creation page.
● There are the following functionalities in the Battle card Creation page:
● Card Create page is using for create the Battle Card, modify the card, and clone & deep clone the battle card.
● Clone and Deep Clone options have different functionalities. In the Clone option, the user/admin can clone the card details only.
● In Deep Clone, the user can clone the card details with contents also.
● On the Battle Card Creation page, the user can create/modify the contents of selected card individually.
● On the Battle Card creation page, the user can set the priority and force priority of the Card individually.
● User can configure the column of the contents of each Battle Card.
Card Create Card Clone
Card Deep
Clone
Content

Battle Card Creation Page

Battle Card Page
User can see the list of Battle
cards according to mapped fields
of related object
(custom/standard).
On the Battle Card page, the user
can see the list of cards in Table
and Card views.
User can search the Battle Cards
by any fields value or by name.
User can filter the cards by
fields value from mapped filter
block.
User can like or dislike the cards
individually.
On the Battle Card page, the user can
comment on the cards individually.

Battle Card Page(Card View)

Battle Card Page(Table View)

THANK YOU
16www.cloudanalogy.comcloud.analogy info@cloudanalogy.com +1(415)830-3899

Case Study : Battle Card

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