I am a very newbie to SF so pardon my ignorance. I am doing the trailheads and logged into developers org. There I quickly created a custom object with some fields. Now how do I get a CRUD page for the custom object. I have been looking through the documentation and trailheads but I finding everything except this simple step. Can someone please suggest how I can get a CRuD page automatically generated from custom object that I can use to add edit and delete records?
Thanks
You'll need to Create a Tab for your custom object. This tab can be exposed in both Salesforce Classic and Lightning and allows you to create a new record in the object, view list views, and so on.
Related
Background:
I just started researching on DocuSign a couple days back and was told by DocuSign Customer Support to post questions here on SO. I am running a trial version of DocuSign to evaluate the capabilities and see if it fits our needs. We are using Classic version of Salesforce.
Business Case:
We generate hundreds of documents that need to be sent to different signatories based on certain conditions and once the signatories receive the doc, they need to select a value from a custom tag (dropdown) on the doc which will then be passed back to Salesforce.
Thanks to answers posted on SO, I know how I can dynamically add recipients to a DocuSign doc and also how I can pass values from Custom Tags back to Salesforce.
However is it possible to dynamically prepopulate documents with one or more updateable custom fields or does it have to be manually dragged and dropped onto the document each time we send the doc over?
Any pointers/references to documentation would really be appreciated.
Referencing the API documentation (below), it does look like its possible to add dynamic tabs. There is limited information on wether they can be updated, but I would suggest you try something like POSTMAN or any other REST API client that you can test this on.
Presumably, you can create this on SalesForce if you're inclined. Otherwise, you'll need to use some sever-side language to send the request.
https://developers.docusign.com/esign-rest-api/guides/features/tabs
We have DNN Sharp's Action Form being used by client-partners to post new job listings. The Locations and Categories for these jobs are managed in a little 2sxc apps. We want to extend the ActionForm a little so that the user has the ability to add a new Location or Category when they post the job listing.
What method/action would I use in Action Form to be able to add a record to Locations or Categories data which are both inside the 2sxc App?
At the moment there is no quick way, because there is no adapter. You could create some manual code or create an adapter - but that's probably a day or so of work since you probably don't know the Action-Form APIs for all that.
But if you do do it, please share :)
I had a similar project. I wanted a form configuration tool for commonly used forms so that a staff person could fill out date, price etc. without getting under the hood.
I kludged it together using
var formFields;//Angular Controller For Form Fields
formFields = getScope('ActionFormCtrl').form.fields;
Then shoved in my 2SXC values
formFields.EventDate = "#Content.SessionDates";
formFields.$digest();
This is definitely not the angular way but it does work. Note that you need to run the JS after the form is rendered.
i am able to refresh view page using actionpoller at some interval time in salesforce but
i want to refresh my datatable, only when any changes made to the object that is bind to my view page like insert , update ,delete happen to object must reflect my datatable automatically.
please guide me..
Thanks
You can use Force.com Streaming API for this. Force.com Streaming API Developer's Guide contains the details regarding how to use it along with a example of refreshing a Visualforce page automatically using streaming api.
First of all I'm really sorry if i'm asking a Dumb Question. But unfortunately i can't find out a way to take inputs for my salesforce Application.
I am developing a simple CV Management app, but i can't figure out how to interact users(input data) to the App? I have created Candidate Custom object, and manually i can create the Candidates, but my requirement is to create records by Candidates themselves.
I followed SalesForce Tutorials and i found out a way to display data using VisualForce Custom Pages. But what i want to## Heading ## do is when i giving a link to the user, he can go to that link and there having form to fill with his personal data, and submit only. But i'm just confused how to user input data map with our Custom Candidate object fields.
when i'm searching i saw some FormAssembly and Custom VisualForce Pages. But Problem is I don't hope to use any 3rd party apps.
Tutorials says that;
In the past, to make Force.com data available to the general public, you had to set up a Web
server, create custom Web pages (JSP, PHP, or other), and use the API to integrate Force.com
apps with an external website. This is no longer the case, thanks to Sites!
Please if you can, help me Friends, Really Appreciate it & Thank you soo much..
You'll probably want to do something along these lines...
Create a Visualforce page with standard controller set to your custom object which is the "CV Entry" page (to send candidates to)
Create a Force.com site in your salesforce org to allow public or restricted access to the page
Setup page authentication/permissions as required
I have a doubt, i've been working with salesforce for a while and now i have a requirement from a customer.
They need that some custom fields be populated with a value of parent object, making some research on stackoverflow, i found this post, but this isn't working for me because my project is a manage package and when this is installed on a another salesforce instance the id of custom field change.
if someone could help me, I will be grateful.
Thanks!.
I can't see any way of doing the same as that post without using the IDs, I was thinking you could route via a VF page and build up the URL in the controller but it doesn't seem as though you can get the IDs of fields, just their type etc..
I think the best you could do in this instance is to override the default new recordpage with a visualforce page. In the constructor of your controller you could then loop through the page parameters and pre-fill the corresponding fields on the new record before it's displayed on screen. Using fieldsets or just an <apex:Detail> component would keep the level of effort down and also maximise the flexibility of the page for the end users.