Building Visualforce Custom Events Handlers

19
Custom Event Handling with Visualforce Opportunity Contact Roles Ritesh Aswaney, Technical Solution Architect, salesforce.com @techtrekker

description

Join us to learn how to create a mini framework for event handling on the OpportunityContactRole (OCR) and AccountContactRole (ACR) objects. Using a custom Visualforce page driven by a controller extension, you can replace the standard related lists, provide additional validation logic, and allow triggering of other actions, such as notifications to the sales team.

Transcript of Building Visualforce Custom Events Handlers

Page 1: Building Visualforce Custom Events Handlers

Custom Event Handling with VisualforceCustom Event Handling with VisualforceOpportunity Contact Roles

Ritesh Aswaney, Technical Solution Architect, salesforce.com

@techtrekker

Page 2: Building Visualforce Custom Events Handlers

Safe harborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Building Visualforce Custom Events Handlers

Ritesh AswaneyRitesh Aswaney

Technical Solution Architect

@techtrekker

Technical Solution Architect

@techtrekker

Page 4: Building Visualforce Custom Events Handlers

About : me

Technical Solution Architect Salesforce Services

• Based in London

• Certified Advanced Developer

• On the Road to CTA

Experience• 10 years of Enterprise Software

• 4 years of working on the Force.com Platform

• StackExchange junkie

Page 5: Building Visualforce Custom Events Handlers

Second among equals

Object Types ‘First Class’ Objects

• Triggers, Workflow

• Custom Fields

Non ‘First Class’ Objects• No Triggers or Workflow

• ‘Junction’ Objects

• No Custom Fields

Page 6: Building Visualforce Custom Events Handlers

Business Need

Junction Objects model real world business relationships, hotbed

of custom business logic Opportunity / Account Contact Role

• Sales Team need to know if Business Decision Maker Changes

• Downstream Systems notified of changes in OCR

Account Team• Custom Business Logic when people are added to Account Teams

Page 7: Building Visualforce Custom Events Handlers

Solution Option 1: Custom Junction Object Lose OOTB functionality such as sharing with teams

Triggers, Workflow can be created

Custom Fields can be added

Overhead of keeping (Custom & Standard Object) records in sync

Page 8: Building Visualforce Custom Events Handlers

Solution Option 2: Custom Visualforce Section Retain OOTB functionality

‘Touch’ Parent Object and update custom field

Multiplex Triggers, Wokflows to cater for Junction Objects

Integration Hooks to trigger Outbound Messages to External Systems

Page 9: Building Visualforce Custom Events Handlers

Meet the Paramters saveURL

• Redirect to this URL when a user hits Save

retURL• Redirect to this URL when a user hits Cancel

https://cs1.salesforce.com/02Z/e?retURL=

%2FRECORD_ID&saveURL=/apex/VF_PAGE_NAME

Page 10: Building Visualforce Custom Events Handlers

Solution Design : How does it flow

Page 11: Building Visualforce Custom Events Handlers

Demo

Page 12: Building Visualforce Custom Events Handlers

Solution Elements : URL Decoration$j( 'input[type="button"]', this ).each(function()

$j( this ).attr('onclick', "window.parent.location=" + onclicklink +

"&saveURL=/apex/SavePage?actionURI={!objId}_" + rlName + "';");

});

$j( 'a.actionLink', this ).each(function() {

onClickUrl += '&saveURL=/apex/SavePage?actionURI={!objId}_'+ rlName;

$j( this ).attr('onclick', "window.parent.location='" + onClickUrl +

"'" ); });

Page 13: Building Visualforce Custom Events Handlers

Solution Elements : Save HandlerString[] tokens = actionURI.split('_');

Id entityId = tokens[0];

String relatedList = tokens[1];

if(entityId.getSObjectType() == Opportunity.sObjectType){

if(relatedList == 'Contact Roles')

handleOpportunityContactRole(entityId); //callback

else if(relatedList == 'Opportunity Team')

handleOpportunityTeam(entityId); //callback

}

Page 14: Building Visualforce Custom Events Handlers

Solution Element: Visualforce Event Handler Page

Invoking Apex Code (Controller) on Page Load

Use action attribute

<apex:page action="{!handleOnLoad}"

controller="SavePageCon”>

Page 15: Building Visualforce Custom Events Handlers

Solution Elements : Dynamic Visualforce Controllerif(objId.getSObjectType() == Opportunity.sObjectType)

Schema.DescribeSObjectResult R =

Opportunity.SObjectType.getDescribe();

List<Schema.ChildRelationship> C = R.getChildRelationships();

List<String> relations = new List<String>();

for (Schema.ChildRelationship cr: C) {//only some

relationships

if ( (cr.getRelationshipName().contains('Role’) )

relations.add(relName);

}

Page 16: Building Visualforce Custom Events Handlers

Solution Elements : Dynamic Visualforce Controllerpublic Component.Apex.OutputPanel getOpportunityRelatedLists() {

Component.Apex.OutputPanel dynOutPanel= new

Component.Apex.OutputPanel();

for(String id: relations) {

Component.Apex.RelatedList dynRelList = new

Component.Apex.RelatedList();

dynRelList.list = id;

dynOutPanel.childComponents.add(dynRelList);

}

return dynOutPanel;

}

Page 17: Building Visualforce Custom Events Handlers

Solution Element: Dynamic Visualforce Page

Visualforce Markup generated dynamically in the Controller

Dynamic generation of custom related lists based on the relationship

<apex:dynamicComponent componentValue="{!

OpportunityRelatedLists}"/>

Page 18: Building Visualforce Custom Events Handlers

Ritesh AswaneyRitesh Aswaney

Program Architect,@techtrekker

Page 19: Building Visualforce Custom Events Handlers