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Salesforce - Filtered Related Lists Without Code
The document discusses methods for creating filtered related lists in Salesforce to enhance user experience by separating records based on specific criteria. It presents workarounds such as using custom report links and Visualforce pages, along with the creation of lookup fields to facilitate tailored lists like 'active' and 'inactive' contacts. The final recommendation emphasizes automating processes with a process builder and adding custom buttons to related lists for improved usability.
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Salesforce - Filtered Related Lists Without Code
- 1. Filtered Related Lists WithoutCode Nashville Salesforce Users Group Doug Ayers 3/31/2016
- 2. Doug Ayers • SeniorDeveloper @ Virsys12 • Nashville Salesforce Developers Group • 3+ years Salesforce Administration / Development • 8+ years Java Enterprise Web Development • @DouglasCAyers • github.com/DouglasCAyers • douglascayers.com
- 3. This is astory about User Experience (UX) http://www.adminhero.com/adoption/ http://cloud4good.com/announcements/six-steps-to-improve-user-experience/
- 4. Problem: One RelatedList of Mixed Data
- 5. Users Want RecordsSeparated by Purpose Custom Criteria Record Type Status
- 6. We all wanthappy users, right?
- 7. Same Object, DifferentRelated Lists
- 8. Same Object, DifferentRelated Lists DifferentTitles
- 9. Same Object, DifferentRelated Lists Different Columns
- 10. Same Object, DifferentRelated Lists Different Buttons
- 11. Example: Active vs.Inactive Contacts How can we separate these records into two lists?
- 12. IdeaExchange –Vote Early,VoteOften! http://bit.ly/IdeaFilteredRelatedListsByAdmin http://bit.ly/IdeaFilteredRelatedListsByUser
- 13. Workaround 1: CustomReport Links
- 14. Workaround 2:Visualforce &Apex Custom Related Lists by Kevin Poorman (@CodeFriar) http://noeticpenguin.github.io/Custom-Related-Lists/ • Free, Unmanaged Package • Declarative Setup like Rollup Helper by Andy Fawcett • Generates Apex Class /Visualforce Page for you • You addVisualfoce page to your page layout • Use Change Sets to deploy config to production https://www.linkedin.com/in/kevinpoorman
- 16. Check out thislink for more info about embedding visualforce pages on page layouts https://developer.salesforce.com/docs/atlas.en-us.workbook_vf.meta/workbook_vf/overrides_2.htm
- 18. No Action Links (Edit,Delete)
- 19.
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- 22. Then, as mychildren say, “I have an idea!”
- 23. Lookup fields createRelated Lists! Account Contacts Tasks Opportunities ID = AccountId http://bit.ly/TrailheadObjectRelationships
- 24. Create a Lookupfield for each Related List
- 25. Create a Lookupfield for each Related List
- 26. Add New RelatedLists to Page Layout Lists are empty because we have not yet assigned account ids to the new lookup fields.
- 27. Account Contacts Active Contacts Inactive Contacts AssignValues to NewLookup Fields ID = AccountId ID = Active_Lookup__c ID = Inactive_Lookup__c
- 28. AssignValues to NewLookup Fields Records display in the “Contacts” related list because their AccountId matches the account being viewed. Likewise, records will display in the new related lists if the corresponding lookup field value matches the account being viewed. We need to assign these field values!
- 29. AssignValue to NewLookup Fields
- 30. Automate with ProcessBuilder http://bit.ly/TrailheadProcessBuilder
- 38. Filtered Related Listswithout Code!!!
- 39. One Last Step…Create Custom Buttons Buttons on related lists populate the lookup field corresponding to that related list. In this case, the “New Contact” button on “Active Contacts” assigned the AccountId to the “Active Lookup” field, not the “Account Name”. ID = AccountId ID = Active_Lookup__c
- 40. Create “New Contact”Button
- 41. Create “Merge Contacts”Button
- 42. Add Custom Buttonsto Related Lists
- 43.
- 44. Go Make HappyUsers http://bit.ly/FilteredRelatedListsWithoutCode