3. Agenda
• What & why
• Anatomy of a Flexible Page
• Build
• Deploy
• Adding the page in Salesforce1
• Limitations
4. • App landing page
• Key info in one place
• Mix & match objects
• More control to display your data
What & Why
• Salesforce1 app only
• XML-based page
• Listviews & Recent Items
• Global publisher actions
5. In your setup area:
How it looks like in the end
In the Salesforce1 app:
Mobile Navigation
Custom Tabs
7. • 2 componentInstanceProperties
– entityName =API name of object
– filterName =API name of listview
• Component name : flexipage:filterListCard
List Component
10. • flexipage:recentItems
• 1 componentInstanceProperties
• entityNames = name of objectS
• only custom objects! (until Spring 14, fixed as of
Summer 14)
Recent Items
Component
13. Build
• Any of your favorite tools (I prefer MavensMate)
• Just copy-paste the XML
• The files need to have a .flexipage extension
14. Deploy
• Folderstructure should be as below
• Select the flexipages folder + package.xml and ZIP them
• Use the metadata API to deploy the package (workbench, ant, ...)
15. Adding the page in the Salesforce1 app
• Once deployed, create a Flexible Page Tab for it
– (Setup > Create Tab > Flexible Page Tab)
• Then, just add the tab in the Mobile Navigation
– MobileAdministration > Mobile Navigation
16. Limitations
• List component supported objects :
– Before Summer 14 release:
• Custom Objects,Account, Campaign, Case, CollaborationGroup, Contact, Contract, Lead, LiveChatTranscript,
Opportunity
• No support for theActivity object (tasks & events)
– After Summer 14 release
• All list views associated with standard and custom objects except
– Activity
– ContentVersion
– Task
– User
– UserProfile
17. Limitations - Continued
• Recent Items component supported objects :
– Before Summer 14 release:
• Only Custom Objects
– After Summer 14 release
• All custom objects
• All standard objects for which both of these conditions are true:
– Acompact layout is definedfor the object
– The objectis trackedin the most recentlyused objectslist(meaning, the objecthas a LastViewedDate or LastReferencedDatefield)
• So no support still for theActivity object (tasks & events)
18. Limitations - Continued
• Flexible Pages in Communities:
– Before Summer 14 : not available
– After Summer 14 : available!
• General limit of 25 components per Flexible Page
20. Flexible Pages - Quick Recap
• Nice landing pages for your Salesforce1 apps with key infos
• More flexible then the smart search items
• Easy to build (copy paste and just some renaming)
more control:
Smartsearch items
shows all tabs your users can see (maybe they don’t need all)
also shows your available object types sorted by how recent you accessed it OR if you pinned an object to the top through the search results
on a tab, shows the recently visited list views (might not be desired)
flexiPageRegions (only 1)
masterLabel (title of your page)
quickActionList (global actions)
3 records per view + “more” link to see full list view
Tip: edit a listview in SFDC to see the unique name of a listview.
Tip2: only the first 6 columns of your listview are shown
Tip3: sorting happens on the first column