appexchange
Prevent Duplicates in Salesforce - The Smart and Easy way using Unique Entry from RingLead
9:25 PM
Note: This is a sponsored article from RingLead
Become RingLead's fan on Facebook
Follow RingLead on Twitter
The Need:
Information is reliable and effective only when it is accurate. Organizations strive to maintain the quality of information as clean and updated as possible. Clean data leads to better insights which means better planning and better business.
RingLead offers a great product Unique Entry, which helps you prevent duplicates in Salesforce. It's easy to install and get started in just a few minutes.
What's great about Unique Entry?
Traditionally duplicates are prevented in Salesforce using Validation rules, Apex Triggers or custom Visualforce Pages. In such cases, the system prevents duplicates only after the user tries to Save the record, which is a lot frustrating after taking the time and effort to enter all the information.
Unique Entry acts smart and detects duplicates as and when you start entering information into a new record. Unique Entry alerts the user of possible duplicates found, and displays the duplicate records it identified. This saves time and effort particularly when your organization deals with huge amounts of data.
How Does it work?
I created a new Account 'A&A Associates'.
Unique Entry is a Force.com native app, installs quickly and easily.
Become RingLead's fan on Facebook
Follow RingLead on Twitter
The Need:
Information is reliable and effective only when it is accurate. Organizations strive to maintain the quality of information as clean and updated as possible. Clean data leads to better insights which means better planning and better business.
RingLead offers a great product Unique Entry, which helps you prevent duplicates in Salesforce. It's easy to install and get started in just a few minutes.
What's great about Unique Entry?
Traditionally duplicates are prevented in Salesforce using Validation rules, Apex Triggers or custom Visualforce Pages. In such cases, the system prevents duplicates only after the user tries to Save the record, which is a lot frustrating after taking the time and effort to enter all the information.
Unique Entry acts smart and detects duplicates as and when you start entering information into a new record. Unique Entry alerts the user of possible duplicates found, and displays the duplicate records it identified. This saves time and effort particularly when your organization deals with huge amounts of data.
How Does it work?
I created a new Account 'A&A Associates'.
Now, i try to create a new Account with the same information as 'A&A Associates'.
As you could see, Unique Entry has detected the original account created earlier after i entered the 'Account Number' and 'Account Site'. It also displays prominent information about the original record, and the user could choose to edit it instead.
How to SetUp Unique Entry:
Unique Entry is easy to setup, with just a few clicks. First, install the package from the app exchange by Clicking here.
Override the new button of Account, Contact or Leads with the corresponding Visualforce Pages as shown below. The screenshot below shows overriding the 'New' button for Accounts. That's it and you are ready to start preventing duplicates.
The Visualforce pages provided with the package mimic your Custom Page Layouts, and they still honor your record type and profile mappings.
Screenshot:
The example below illustrates the way to REMOVE any given row in a table in visualforce and ADD new rows.
The REMOVE button only removes the contact from the UI.
The REMOVED rows are deleted from the database when the "SAVE Changes" button is clicked.
To execute this example include a valid Account ID in the URL as below
https://na5.salesforce.com/apex/deleteRowsExample?id=0017000000UIvsg
VF PAGE: deleteRowsExample
Apex Controller: deleteRowsExample
The example below illustrates the way to REMOVE any given row in a table in visualforce and ADD new rows.
The REMOVE button only removes the contact from the UI.
The REMOVED rows are deleted from the database when the "SAVE Changes" button is clicked.
To execute this example include a valid Account ID in the URL as below
https://na5.salesforce.com/apex/deleteRowsExample?id=0017000000UIvsg
VF PAGE: deleteRowsExample
Apex Controller: deleteRowsExample
The Profile Page of Salesforce Chatter can be customized to add additional TAB's. Here are the steps to do it. WEB TAB's and Visualforce TAB's can be added to the Profile page allowing to embed visualforce pages into the standard chatter profile page. Standard TAB's cannot be added.
STEP 1:
Navigate to Setup -> Create -> Apps
STEP 2:
Edit the 'Profile (Self)' and select the TAB's to add. In this case you can see that I have added the 'iSalesforce' TAB.
STEP 3:
This is the way it displays finally.
STEP 1:
Navigate to Setup -> Create -> Apps
STEP 2:
Edit the 'Profile (Self)' and select the TAB's to add. In this case you can see that I have added the 'iSalesforce' TAB.
STEP 3:
This is the way it displays finally.
communities
Salesforce Login Page: Custom login page with Visualforce and Apex for Salesforce Communities
4:39 PM
This article is a simple explanation of the use of the Site.Login()
Apex method. The documentation in detail from Salesforce is here http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_classes_sites.htm.
STEP 1:
Enable Communities by going to the below path, Your Name -> Setup -> App Setup -> Customize -> Communities -> Settings
STEP 2:
Create a new Community as shown below
STEP 3:
Create a Apex Class as shown below
Note: Replace 'null' with the URL to be redirected to after login.
STEP 4:
Create a Visualforce page 'CustomLoginPage' as shown below
STEP 5:
Navigate to Manage Communities from the setup menu, and click the 'Force.com' link as below
STEP 6:
Make the following changes as shown below.
STEP 7:
Modify the Apex Class 'CommunitiesLoginController' as below
STEP 8:
Modify the Visualforce page 'CommunitiesLogin' as below
STEP 9:
Make sure you publish the community. Navigate to the URL and you should see the custom login page as below.
STEP 1:
Enable Communities by going to the below path, Your Name -> Setup -> App Setup -> Customize -> Communities -> Settings
STEP 2:
Create a new Community as shown below
STEP 3:
Create a Apex Class as shown below
Note: Replace 'null' with the URL to be redirected to after login.
STEP 4:
Create a Visualforce page 'CustomLoginPage' as shown below
STEP 5:
Navigate to Manage Communities from the setup menu, and click the 'Force.com' link as below
STEP 6:
Make the following changes as shown below.
STEP 7:
Modify the Apex Class 'CommunitiesLoginController' as below
STEP 8:
Modify the Visualforce page 'CommunitiesLogin' as below
STEP 9:
Make sure you publish the community. Navigate to the URL and you should see the custom login page as below.
A wrapper class is simply put a class which wraps variables of different data types into one single type.
We use List(account), List(string), List(integer) etc. But, what do you do when you want to create a list of all these three data types into one single list? That is when a wrapper class comes into help. Below is a simple code snippet to help understand this concept.
The Wrapper Class in our example is named 'sampleWrapperClass'. Every wrapper class has two parts. One part to declare the variables, and the other part to define the constructor for the class. In our example, we have only one constructor. However, you can have multiple constructors by altering the parameters based upon your needs. Note that we have created a list which holds Integer,String,Boolean,Account,Contact datatypes together into one single custom data type called 'sampleWrapperClass'. You can then process this List as any other normal list. In our Visualforce page we display the list using a pageBlockTable.
We use List(account), List(string), List(integer) etc. But, what do you do when you want to create a list of all these three data types into one single list? That is when a wrapper class comes into help. Below is a simple code snippet to help understand this concept.
VF Page:
Apex Class:
Analyzing the code:
The Wrapper Class in our example is named 'sampleWrapperClass'. Every wrapper class has two parts. One part to declare the variables, and the other part to define the constructor for the class. In our example, we have only one constructor. However, you can have multiple constructors by altering the parameters based upon your needs. Note that we have created a list which holds Integer,String,Boolean,Account,Contact datatypes together into one single custom data type called 'sampleWrapperClass'. You can then process this List as any other normal list. In our Visualforce page we display the list using a pageBlockTable.
Practical Examples:
A common application is to use wrapperClass to display a table with a List of Sobject records and a check box or radio button next to each record and enable the user to select records from the table and process.
Here is one such example: http://www.forcetree.com/2009/07/database-search-and-selection.html