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Templates & Customization

Universal Template System

🎨 Complete Organizational Adaptation: Comprehensive guide to transforming the Pastoral Care template system with 11+ flexipages, 9 record type examples, and complete workflow customization for any organization type.

🔧 Template Transformation: Master the art of adapting pre-built templates into organization-specific solutions with custom record types, dynamic page layouts, Lightning Web Component integration, and automated workflow customization.

🎯 Quick Start​

Template Mastery Essentials

✅ Step 1: Understand the template philosophy and adaptation approach
✅ Step 2: Clone and customize the 11 pre-built flexipages for organizational needs
✅ Step 3: Replace example record types with organization-specific care scenarios
✅ Step 4: Configure dynamic page layouts and field visibility rules
✅ Step 5: Integrate textMerge LWC across all relevant objects and workflows

📋 Table of Contents​

🏗️ Template System Philosophy​

🎨 Understanding the Template Approach​

Template System Alert

The Pastoral Care app is designed as a comprehensive template system. All included components are starting point examples that should be cloned, customized, and adapted to match your organization's specific care management needs and terminology.

Template-First Design Principles:

  • Flexibility Over Specificity - Generic templates that adapt to any organization
  • Clone, Don't Modify - Preserve original templates while creating customized versions
  • Progressive Customization - Start simple, add complexity as needs evolve
  • Organization-Agnostic - Templates work for religious, educational, healthcare, and corporate organizations
  • Scalable Architecture - Supports growth from small teams to large enterprises

Customization Strategy:

  1. Assessment Phase - Evaluate existing templates against organizational needs
  2. Planning Phase - Design customization approach and naming conventions
  3. Implementation Phase - Clone templates and implement organizational modifications
  4. Testing Phase - Validate customizations with realistic organizational scenarios
  5. Deployment Phase - Roll out customized system with training and support
  6. Optimization Phase - Refine based on user feedback and performance metrics

📱 Flexipage Customization​

🎨 Lightning Page Template Adaptation​

Available Flexipage Templates:

Page NamePurposeCustomization Priority
Caring Case Record PageMain case management interface✅ Critical
Contact Record PageNPSP-integrated contact management✅ High
Pastoral Care Home PageApp homepage and navigation✅ High
Text Template Builder PageSMS template creation interface✅ Medium
Pastoral Care Settings PageAdministrative configuration✅ Medium
Engagement Plan PagesNPSP integration interfaces✅ Medium
Campaign Integration PagesMember engagement tracking✅ Low
Report Dashboard PagesAnalytics and performance tracking✅ Low

Page Customization Strategy:

  1. Clone Original Pages - Preserve templates while creating customized versions
  2. Organizational Branding - Apply logos, colors, and styling guidelines
  3. Workflow Optimization - Arrange components for organizational processes
  4. Component Integration - Add custom components and integrations
  5. Mobile Optimization - Ensure pages work effectively on mobile devices

📊 Record Type Management​

🎯 Organizational Care Scenario Design​

Record Type Replacement Process:

  1. Needs Assessment - Identify organizational care scenarios and requirements
  2. Naming Convention - Develop consistent organizational terminology
  3. Field Mapping - Determine required fields for each care scenario
  4. Page Layout Design - Create dynamic layouts for each record type
  5. Automation Integration - Ensure workflows align with new record types
  6. Training Preparation - Develop user guidance for new care scenarios

Organizational Record Type Examples:

🏢 Complete Record Type Transformations

Religious Organization Record Types​

Original → Customized

  • Bereavement → Bereavement Support (maintain for applicable organizations)
  • Birth → New Member Welcome
  • Wedding → Life Cycle Celebrations
  • B'nai Mitzvah → Coming of Age Support
  • Bris/Baby Naming → Sacred Ceremonies
  • Illness → Health Challenge Support
  • Conversion → Spiritual Journey Support
  • Celebration → Community Milestones
  • Miscellaneous → General Pastoral Care

Educational Institution Record Types​

New Educational Focus

  • Academic Support Case
  • Mental Health Support
  • Family Emergency Assistance
  • Student Achievement Recognition
  • Academic Intervention
  • Behavioral Support
  • College Transition Support
  • Special Needs Coordination
  • Crisis Response Case

Healthcare Organization Record Types​

Patient-Centered Approach

  • Patient Advocacy Case
  • Family Support Services
  • Treatment Coordination
  • Discharge Planning Support
  • Medical Emergency Response
  • Insurance Navigation
  • Resource Coordination
  • Recovery Milestone Support
  • End-of-Life Care Support

Corporate Organization Record Types​

Employee-Focused Support

  • Employee Assistance Case
  • Wellness Support
  • Work-Life Balance Assistance
  • Career Transition Support
  • Family Leave Coordination
  • Performance Support
  • Team Conflict Resolution
  • Leadership Development Support
  • Retirement Transition Support

🎨 Page Layout Optimization​

📱 Dynamic Layout Configuration​

Page Layout Design Principles:

  • Record Type Driven - Different layouts for different care scenarios
  • Field Relevance - Only show fields relevant to specific care type
  • User Experience - Intuitive organization and minimal scrolling
  • Mobile Optimization - Touch-friendly design for field team use
  • Progressive Disclosure - Essential fields first, details in secondary sections

Layout Organization Pattern:

SectionPurposeField TypesOrganization Examples
HeaderKey identificationName, Record Type, StatusStudent ID, Patient ID, Employee ID
PrimaryEssential detailsContact, Description, PriorityAcademic concerns, Medical situation, Assistance type
SecondaryAdditional contextDates, References, NotesFamily contact, Insurance info, Manager details
CommunicationContact methodsPhone, Email, PreferencesParent contact, Emergency contact, Supervisor
TrackingProgress monitoringStatus, Milestones, OutcomesAcademic progress, Treatment progress, Goal achievement
SystemAdministrativeOwner, Created, ModifiedAssignment, Audit trail, Workflow status

⚙️ Lightning Web Component Integration​

📱 Component Deployment Strategy​

textMerge LWC Universal Deployment:

📱 Adding textMerge to Any Object

Object Identification​

Identify all objects where SMS communication is valuable:

  • Standard Objects - Contact, Lead, Account, Opportunity
  • Custom Objects - Student, Patient, Employee, Member
  • Case Objects - Caring Case, Support Case, Advocacy Case
  • Related Objects - Emergency contacts, family members, team members

Deployment Process​

  1. Object Manager Navigation - Setup → Object Manager → Select Target Object
  2. Lightning Record Pages - Navigate to Lightning Record Pages section
  3. Page Selection - Choose primary record page or create new page
  4. Lightning App Builder - Open page in Lightning App Builder
  5. Component Addition - Drag textMerge LWC to appropriate page section
  6. Configuration - Set component properties and visibility rules
  7. Activation - Save and activate page for users
  8. Testing - Verify component works correctly on mobile devices

Component Placement Strategy​

  • Primary Communication Section - Alongside phone and email fields
  • Action Panel - With other quick action components
  • Mobile Priority Section - Prominent placement for mobile users
  • Related List Area - Near communication-related information

Configuration Options​

  • Component Size - Small, medium, or large depending on page layout
  • Visibility Rules - Show only for users with SMS permissions
  • Mobile Optimization - Ensure component works well on mobile devices
  • Help Text - Include guidance for users new to SMS functionality

Component Permission Strategy:

  • SMS Permission Set - Create specific permission set for SMS users
  • Role-Based Access - Different access levels based on organizational roles
  • Mobile Device Requirements - Ensure users understand mobile-only limitation
  • Training Integration - Include component usage in user training programs

🔄 Workflow Template Adaptation​

⚙️ Process Flow Customization​

🔄 Workflow Adaptation Strategy

Flow Customization Process​

  1. Flow Analysis - Review existing flow logic and trigger conditions
  2. Organizational Mapping - Map flow steps to organizational processes
  3. Customization Planning - Design modifications for organizational needs
  4. Testing Strategy - Plan comprehensive testing with organizational data
  5. Deployment Process - Staged rollout with monitoring and feedback
  6. Optimization - Continuous improvement based on performance and feedback

Organization-Specific Flow Adaptations​

Educational Institution Flows:

  • Academic Intervention Assignment - Route cases to appropriate academic support teams
  • Parent Notification Automation - Automated family communication for student issues
  • Resource Allocation - Automatic assignment of tutoring and support resources
  • Progress Monitoring - Automated tracking of student improvement metrics

Healthcare Organization Flows:

  • Medical Team Coordination - Route cases to appropriate medical departments
  • Insurance Authorization - Automated insurance verification and authorization requests
  • Family Communication - HIPAA-compliant family notification and coordination
  • Discharge Planning - Automated coordination of discharge planning resources

Corporate Organization Flows:

  • Manager Notification - Appropriate supervisor notification based on case type
  • HR Coordination - Route cases to HR for policy compliance and resource allocation
  • Resource Assignment - Automatic assignment of EAP and wellness resources
  • Performance Integration - Link care outcomes with performance management systems

Flow Testing and Validation​

  • Unit Testing - Test individual flow components with controlled data
  • Integration Testing - Validate flow interaction with other system components
  • User Acceptance Testing - Confirm flows meet organizational workflow requirements
  • Performance Testing - Ensure flows operate efficiently under realistic load
  • Security Testing - Validate appropriate data access and privacy controls

🎯 Organizational Deployment​

🚀 Implementation Strategy​

Phase 1: Foundation Setup (Weeks 1-2)

  • Template Assessment - Evaluate existing templates against organizational needs
  • Customization Planning - Design organizational adaptation strategy
  • Resource Allocation - Assign team members and timeline for implementation
  • Training Preparation - Develop organizational training materials and schedule

Phase 2: Core Customization (Weeks 3-5)

  • Record Type Development - Create organizational care scenarios and record types
  • Page Layout Configuration - Design dynamic layouts for organizational workflows
  • Field Customization - Add organizational fields and validation rules
  • Basic Testing - Validate core functionality with organizational test data

Phase 3: Advanced Integration (Weeks 6-8)

  • LWC Deployment - Deploy textMerge and custom components across objects
  • Workflow Adaptation - Customize automation flows for organizational processes
  • External Integration - Connect with organizational systems and resources
  • Comprehensive Testing - Full system testing with realistic organizational scenarios

Phase 4: User Training and Rollout (Weeks 9-10)

  • Team Training - Comprehensive training on customized system
  • Pilot Deployment - Limited rollout to pilot user groups
  • Feedback Integration - Incorporate pilot feedback and system refinements
  • Full Deployment - Organization-wide rollout with ongoing support

Phase 5: Optimization and Maintenance (Ongoing)

  • Performance Monitoring - Track system performance and user adoption
  • Continuous Improvement - Regular optimization based on usage patterns
  • Feature Enhancement - Add new capabilities based on organizational growth
  • Support and Maintenance - Ongoing system support and user assistance

📊 Performance Optimization​

⚡ System Performance Enhancement​

⚡ Performance Optimization Strategy

System Performance Monitoring​

  • Response Time Tracking - Monitor page load times and component performance
  • User Experience Metrics - Track user interaction patterns and pain points
  • Mobile Performance - Specific monitoring for mobile device performance
  • Error Rate Analysis - Identify and resolve system errors and failures

Optimization Techniques​

  • Component Optimization - Streamline LWC components for faster loading
  • Data Loading - Optimize data queries and reduce unnecessary data transfer
  • Caching Strategy - Implement appropriate caching for frequently accessed data
  • Mobile Optimization - Specific optimizations for mobile device performance

Scalability Planning​

  • Usage Growth - Plan for increasing user base and data volume
  • Feature Expansion - Design for future organizational needs and capabilities
  • Integration Scaling - Ensure external integrations can handle growth
  • Resource Planning - Plan for increased system resource requirements

Performance Best Practices​

  • Regular Monitoring - Ongoing performance tracking and optimization
  • User Feedback - Incorporate user experience feedback into optimization
  • Technology Updates - Stay current with Salesforce platform improvements
  • Documentation - Maintain documentation of optimization efforts and results
Customization Success

🎨 Remember: The template system is designed to be completely adapted to your organization's needs. Don't try to force your workflows into the provided examples - instead, use them as inspiration to create something uniquely suited to your organization's mission and processes. Regular review and refinement ensure your customized system continues to evolve with your organization.

📖 Related Documentation: