Book Image

Visualforce Development Cookbook

By : Keir Bowden
Book Image

Visualforce Development Cookbook

By: Keir Bowden

Overview of this book

Visualforce, in conjunction with Apex, makes it easy to develop sophisticated, custom UIs for Force.com desktop and mobile apps without having to write thousands of lines of code and markup. The "Dynamic Binding" feature of Visualforce lets you develop generic Visualforce pages to display information related to the records without necessarily knowing which data fields to show. This is accomplished through a formula-like syntax, which makes it simple to manage even a complex hierarchy of records. "Visualforce Development Cookbook" provides solutions for a variety of challenges faced by Salesforce developers and demonstrates how easy it is to build rich, interactive pages using Visualforce. Whether you are looking to make a minor addition to the standard page functionality or override it completely, this book will provide you with the required help throughout. "Visualforce Development Cookbook" starts with explaining the simple utilities and builds up to advanced techniques for data visualization and reuse of functionality. This book contains recipes that cover various topics like creating multiple records from a single page, visualizing data as charts, using JavaScript to enhance client-side functionality, building a public website and making data available to a mobile device. "Visualforce Development Cookbook" provides lots of practical examples to enhance and extend the Salesforce user interface.
Table of Contents (16 chapters)
Visualforce Development Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Preventing duplicates by searching before creating


A very common problem in Salesforce implementations is duplicate data. While training users to search for existing records before creating can help, this relies on users remembering to follow the process, which can be especially problematic if some users create records on an infrequent basis.

In this recipe, we will create a Visualforce page that overrides the lead sObject create button and requires a user to search for existing matching records before they are allowed to create a new record. In order to avoid the user having to rekey data in the event that no matches are found, the search criteria is carried through to the create page.

Getting ready

This recipe makes use of a controller extension, so this must be created before the Visualforce page.

Note

This page does not make use of the standard controller, but the page is required to use the lead standard controller in order to be able to override a standard button.

How to do it…

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