Introduction to Flexible page aka Lightning Page with example

Display Visualforce page only in Salesforce1 mobile application and not in desktop version

What you will do if you need to display a visualforce tab only in Salesforce1 app and not in desktop version of Salesforce, not even after clicking on “+” link of tab ?

We all are well aware about PageLayout and Visualforce Pages. From API 29 (Winter 14 release), Salesforce has introduced new functionality in platform named “FlexiPage”. Like Pagelayout, We can add Custom components in Flexipage however Flexipage will be visible only in Salesforce1 application in sidebar.

We can use Flexipage to make custom Homepage for some product which will be accessed directly from Salesforce1. One important thing to note here is that, till date (at the time of writing this tutorial) Flexipage can be defined in XML file and then deploying it using Eclipse, Ant Migration tool, workbench or any other migration tool. There is no way to define Flexipage directly in Salesforce using point and click functionality.

Flexi page can contain List View, Recent Items, Report chart, Visualforce page and Global actions.

Update 8-JulyFlexipage is refered as “Lightning Page” in Salesforce documentation.

Step1 : Defining XML file for Flexipage containing detail of components

Filename – “AccountFlexi.flexipage” Continue reading “Introduction to Flexible page aka Lightning Page with example”

Import User Quotas in Quantity (Unit) for Collaborative Forecasting

In Previous article we have seen that how to import Quota in Amount (Revenue) for Collaborative forecasting.  I got many request on how to upload Quota in Units, as in Forecasting tab you can see that there is option to see Forecast in Unit or Amount.

Salesforce Display Forecast as Quantity or Revenue
Salesforce Display Forecast as Quantity or Revenue

If we switch from Revenue to Quantity the Quota of user will show blank user. In this article we will upload User Quota in Quantity.

After Winter 14 release also salesforce has not provided any Out of the box tool to upload quota from User Interface. So in this article also, we will depend on Dataloader. Continue reading “Import User Quotas in Quantity (Unit) for Collaborative Forecasting”

Salesforce Winter 14 – New Features

Author posted by Jitendra on Posted on under category Categories Salesforce and tagged as Tags , , with 4 Comments on Salesforce Winter 14 – New Features
Salesforce Winter 14
Salesforce Winter 14

Major Area of Release:

  • Developer Console
  • Canvas
  • HTML5 Support in Visualforce
  • Deployment related features like improved deployment Monitoring
  • New Database methods to get records deleted , updated in specific time

Renaming

  • Service Cloud Console“ is renamed to “Salesforce Console for Service“
  • Configuration Only“ sandbox renamed to “Developer Pro“
  • Agent Configuration“ renamed to “Live Agent Configuration“

1. Add Report Charts in Detail Page Layout of Standard or Custom Object

Starting from Winter 14, Now we have one more option in Page Layout Editor, which is “Report Charts”. Instead of Visiting Dashboard and Report we can see chart right in Detail page of record.

Charts in Detail Page
Charts in Detail Page

Considerations:

  • You can have two report charts only per page.
  • Report chart can only be added from enhanced page layout and is not supported in mini Console or original page layout editor.

2. Get Report Data as JSON – Analytics API
This is REST based API which will return data of report as JSON. This will revolutionize the way we access and visualize Salesforce data.

3. Search Metadata
One of my favorite features is searching Metadata. We have Global search which will search any record. But what if you have more than 200 Workflow rules, Email templates and struggling to find out what you need? You must be thinking for search feature which can search your setup, and this feature is available from Winter 14. Continue reading “Salesforce Winter 14 – New Features”