Build a read-only opportunity list, make a change, and open the published app.
Open Wisty to build a list of open opportunities closing this quarter. You’ll add a filter, refine the result, and publish an app you can open outside the editor.
An opportunity list built from a prompt, shown in Preview. Your layout may differ.
You’ll need a Wisty account, a connected Salesforce org, and credits for generation. Use an org where you can read Opportunity records. If you haven’t connected one, follow Connect Salesforce first.This walkthrough uses the Wisty web app on a desktop browser. Prefer an existing layout? Start from a template instead.
1
Choose your org and style
On Home, check the org selected below the message box. If you’ve connected more than one, choose the org you want to build against.Open the design selector and choose Salesforce for a Salesforce-style interface or Adaptive for a design based on your prompt. This choice stays with the project.
2
Describe the opportunity list
Click the message box, type @Opportunity, and select Opportunity from the results. This inserts an object chip linked to your org’s metadata.
A selected object appears as a chip in your message. This example uses Opportunity.
After the chip, paste this prompt and send the message:Wisty creates a project and opens the editor. If it asks a clarifying question, answer it to continue.
3
Try the preview
Wait for the build to finish, then use the list in Preview. Check the columns and try the stage filter.The org selector in the header above the preview shows the connection in use. Check that it names the org you intended.The preview reads your live Salesforce data through your connection. An empty list can be correct if you have no matching opportunities. To widen the example, ask: “Show all open opportunities, regardless of close date.”Your layout may differ from the example. Check that it does the job you asked for.
4
Make one change
Send this follow-up in chat:When the change is ready, test the search in the preview. Saved versions are available through Show history above chat.
Generation uses credits. For small text or styling changes, make a visual edit without AI. Those cost no credits.
5
Publish the app
Click Publish in the editor header. Review the sharing settings and allowed Salesforce access, then click Publish app.Wait for publishing to finish. Your project remains editable; the published app uses the version you just published.
6
Open the result
Click View App beside Publish. You’ll see the published opportunity list outside the editor.Later edits stay in the project until you publish changes. To give other people access, follow Share and open apps.
