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Filtered Related Lists Without Code
Nashville Salesforce Users Group
Doug Ayers
3/31/2016
Doug Ayers
• Senior Developer @ Virsys12
• Nashville Salesforce Developers Group
• 3+ years Salesforce Administration / Development
• 8+ years Java Enterprise Web Development
• @DouglasCAyers
• github.com/DouglasCAyers
• douglascayers.com
This is a story about User Experience (UX)
http://www.adminhero.com/adoption/ http://cloud4good.com/announcements/six-steps-to-improve-user-experience/
Problem: One Related List of Mixed Data
Users Want Records Separated by Purpose
Custom Criteria
Record
Type
We all want happy users, right?
Same Object, Different Related Lists
Same Object, Different Related Lists
Different Titles
Same Object, Different Related Lists
Different Columns
Same Object, Different Related Lists
Different Buttons
Example: Active vs. Inactive Contacts
How can we separate these records into two lists?
IdeaExchange – Vote Early, Vote Often!
http://bit.ly/IdeaFilteredRelatedListsByAdmin http://bit.ly/IdeaFilteredRelatedListsByUser
Workaround 1: Custom Report Links
Workaround 2: Visualforce & ApexCustom 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 add Visualfoce page to your page layout• Use Change Sets to deploy config to
productionhttps://www.linkedin.com/in/kevinpoorman
Check out this link 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
No Action Links(Edit, Delete)
No Pagination
No Buttons
Open Source, Contributions Welcome
Then, as my children say, “I have an idea!”
Lookup fields create Related Lists!
Account
Contacts Tasks Opportunities
ID =
AccountId
http://bit.ly/TrailheadObjectRelationships
Create a Lookup field for each Related List
Create a Lookup field for each Related List
Add New Related Lists to Page Layout
Lists are empty because we have not yet assigned account ids to the new lookup fields.
Account
Contacts ActiveContacts
InactiveContacts
Assign Values to New Lookup Fields
ID =
AccountId
ID =
Active_Lookup__c
ID =
Inactive_Lookup__c
Assign Values to New Lookup 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!
Assign Value to New Lookup Fields
Automate with Process Builderhttp://bit.ly/TrailheadProcessBuilder
Filtered Related Lists without Code!!!
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
Create “New Contact” Button
Create “Merge Contacts” Button
Add Custom Buttons to Related Lists
Voila!
Go Make Happy Users
http://bit.ly/FilteredRelatedListsWithoutCode
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