SalesForce Class 15

8/13/2019 SalesForce Class 15

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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part XV

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginners Gide !or Sales"orce. The docment !ocses on

#isal"orce Page ,standard control and action list.$oin or pro!essional

training program and learn !rom e%perts.

History:Version Description Change Athor P!"ish Date#$% &nitia" Dra't Chandra Pra(ash Shar)a %*th+o, -#%-#$% Re,iew.% A)it Shar)a %*th+o, -#%-

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Contents(ontents.......................................................................................................................... )

*hat is #isal"orce......................................................................................................... +

*h& se #isal"orce ..................................................................................................

How To (reate #isal"orce Page ..............................................................................

Standard (ontrollers........................................................................................................

Standard (ontrol /ist ...............................................................................................0

1ction /ist In #isal"orce .........................................................................................0

(reate 2ecords ........................................................................................................3

................................................................................................................................ '4

................................................................................................................................ '4

5ispla& 2ecords67t "ield ....................................................................................'4

................................................................................................................................ ''

................................................................................................................................ ''

Editing 2ecords 6 8ass 9pdate with /ist (ontrollers ..............................................''................................................................................................................................ ')

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/hat is Visa"Force

#isal"orce is !ramewor: that allows developers to bild re!ined, cstom ser

inter!aces that can be hosted nativel& on the "orce.com plat!orm. The #isal"orce

!ramewor: incldes a tag-based mar:p langage, similar to HT8/.

In #isal"orce page &o can se html code, $avaScript, css, 1;a%, "lesh.

5evelopers can se #isal"orce to create a #isal"orce page de!inition. 1 page

de!inition consists o! two primar& elements

- #isal"orce mar:p.

- 1 #isal"orce controller.

Visa"Force 0ar(p :1

#isal"orce mar:p consists o! #isal"orce tags, HT8/, $avaScript, or an& other *eb-

enabled code embedded within a single tag. The mar:p de!ines the

ser inter!ace components that shold be inclded on the page, and the wa& the&

shold appear.

Visa"Force Contro" :1

1 #isal"orce controller is a set o! instrctions that speci!& what happens when a serinteracts with the components speci!ied in associated #isal"orce mar:p, sch as

when a ser clic:s a btton or lin:.

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/hy se Visa"Force :

- To create cstom inter!aces.

- To bild wiew btton.

Step % :1

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1!ter Save this page. clic: on this icon !or view Home page.

I! &o have getting error !or view page solve this problem !ollowing some steps &o

can see below.

(lic: on Setp= 0anage 3sers= 3sersthen clic: on Edit lin: btton !or edit ser

settings.

Then &o can !ind 5evelopment 8ode and chec:ed

chec: bo% then clic: on save btton.

1!ter then &o can go clic: on view icon that time there is

#isal"orce as: to create new page becase this page is

open in development mode.

I! &o need to help or see more component o! Sales"orce clic: on component

2e!erence btton &o can see below.

1!ter clic: on (omponent 2e!erence btton &o can see new page on this page &o

can see below this page.

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Standard Contro""ers

1 #isal"orce controller is a set o! instrctions that speci!& what happens when a ser

interacts with the components speci!ied in associated #isal"orce mar:p, sch as

when a ser clic:s a btton or lin:. (ontrollers also provide access to the data that

shold be displa&ed in a page, and can modi!& component behavior.

i! &o se the standard 1cconts controller, clic:ing a Sa,ebtton in a #isal"orce

page reslts in the same behavior as clic:ing Sa,eon a standard 1ccont edit page.

E4a)p"e :1(reate 1cconts Standard (ontrollers.

(lic: on Setp= de,e"op= Pages5Then (lic: on >ew btton.

>ote - best wa& o! create pages on Sales"orce.

"irstl& enable 5evelopment 8ode Go Setp= 0anage 3sers= 3sersthen (lic: on

Editlin: and chec:ed De,e"op)ent 0odechec:bo%.

1!ter that go to address bar and write https66c.ap'.visal.!orce.com6ape%6Hom

(lic: on (reate Page lin: &o can create new page. 1!ter clic: on lin: &o can see new

page below on this page designing and coding both part is available in same page &o

can see below.

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Standard Contro" List :

1ccont

1sset

(ampaign

(ase

(ontact

(ontract

Idea

/ead 7pportnit&

7rder

Prodct)

Soltion

9ser

(stom ob;ects

Action List &n Visa"Force :

Action Description

sa,e Inserts new records or pdates e%isting

records that have been changed. 1!ter this

operation is !inished, the saveaction

retrns the ser to the original page, i!

:nown, or the home page.

6ic(sa,e Inserts new records or pdates e%isting

records that have been changed. 9nli:e

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the saveaction, quicksavedoes not

redirect the ser to another page.

cance" 1borts an edit operation. 1!ter this

operation is !inished, the cancelaction

retrns the ser to the page where the

ser originall& invo:ed the edit.

'irst 5ispla&s the !irst page o! records in the

set.

"ast 5ispla&s the last page o! records in the

set.

ne4t 5ispla&s the ne%t page o! records in the

set.

pre,ios 5ispla&s the previos page o! records in

the set.

How to se Action in code :1

Aape%page standard(ontrollerC1ccontC sidebarC!alseC=

Aape%!orm = Aape%pageBloc: titleC1ccont (reationC=

Aape%pageBloc:Section titleC>ew 1ccont In!ormationC collapsibleC!alseC

colmnsC+C=

Aape%inpt"ield valeCDaccont.nameFC6=

Aape%pagebloc:Bttons =

Aape%commandBtton valeCSaveC actionCDsaveFC6=

A6ape%pageBloc:=

A6ape%!orm=

A6ape%page=

Create Records :

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Disp"ay Records7Ot Fie"d :

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Editing Records 7 0ass 3pdate with List Contro""ers :

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There is &o can see ot pt .

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Documents

SalesForce Class 15