I am looking for a way to compare two views in salesforce. I want to create a visual force page that lets a user select two views associated with the Account object and show all the accounts that appear on both views.
I am struggling pretty hard here, I can't figure out how to get the results from the views, but I am hoping there is a way to get all accounts that match the filters for each view.
Here is my SOQL query:
Select Id, Name, Owner.Name FROM Account WHERE
Id IN ( SELECT AccountId FROM Opportunity WHERE RecordTypeId = :RecordType1ID AND StageName IN :StageOneList )
AND Id IN ( SELECT AccountId FROM Opportunity WHERE RecordTypeId = :RecordType2ID AND StageName IN :StageTwoList )
This is the basis of the VF page I have made so far. It is possible to filter the Account with Account Owner and a drop down list from province. The idea is, many people in the organization have already created views with the accounts filtered as they need it. Instead of including every possible account field as a filter, I would like a drop down list of the active users views associated with Account, and then they can select Opportunity 1 and Opportunity 2 and have a list of Accounts matching.
I assume you mean views as in the available views in the dropdown box on a standard tab for an object? If so I don't believe you can query the results from them directly although you can query the Account object using a SOQL statement where you provide the filter.
My suggestion would be either create a set VF page that has 2 drop downs to switch the SOQL query that is used to return the list of accounts being displayed (would mean you have a set of predetermined views and updates to them require code updates) or give more details of your use case and we may be able to provide other suggestions.
It sounds like you just need to compare the results of the filters here. My suggestion would be that you're really trying to do something that should be done with reports, not with views.
Put two enhancedList components on the page.
Related
I have the following three custom objects:
Order__c
Design__c (has a lookup to Order and a lookup to Location, so the design ojbect is the junction object)
Location__c
On the order page layout I want to add a blank section that contains a VF page in order to display the Location records for all the design records for an order.
An order can have many designs and a design can have many locations. I need a way to group and display each design/locations in the VF page on the Order.
How can I build this query and display the results on the VF page?
I was trying a query like this: Select Location_r.Name, Location_r.Mockup From Design_c where Order_c = 'xxxxxxxxxxxxxx'
Also, is there a better way to display the results besides a VF page section in a related list?
Thanks for any help!
Regards.
First things, first. since design is related to the other 2 objects via lookup, it is not a junction object. junction objects are only when it's 2 parents have a master-detail relationship with the child.
I think what you're trying to achieve is to traverse a parent-child-parent relationship. You'll need to use subqueries for the last half. From the documentation- here you go: http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_soql_relationships.htm
Query **child-to-parent relationships**, which are often many-to-one. Specify these relationships directly in the SELECT, FROM, or WHERE clauses using the dot (.) operator.
For example:
SELECT Id, Name, Account.Name
FROM Contact
WHERE Account.Industry = 'media'
This query returns the ID and name for only the contacts whose related account industry is media, and for each contact returned, the account name.
Query **parent-to-child**, which are almost always one-to-many. Specify these relationships using a subquery (enclosed in parentheses), where the initial member of the FROM clause in the subquery is related to the initial member of the outer query FROM clause. Note that for subqueries, you should specify the plural name of the object as that is the name of the relationship for each object.
For example:
SELECT Name,
(
SELECT LastName
FROM Contacts
)
FROM Account
The query returns the name for all the accounts, and for each account, the last name of each contact.
I want to pass a SOQL query to a page, or have the users enter it on the page themselves, process it, and then display results in a table.
Biggest problem is displaying the results, as VF dynamic binding only seems to be working one level deep, after that it gives null pointer exceptions (seems to be some bug in SF).
I have a dynamic main object with multiple related lists coming from the query, for example: user may be pulling a list of Accounts, with all related Contacts, and all related Opportunities. Here is an example query:
select id, name, BillingState, (select id, name, title from Contacts), (select id, amount from Opportunities) from Account where name like '%Corp%'
Another time, the query might be on a completely different parent object, like:
select id, name, accountId, (select id, Cost from OpportunityLineItems), (select id, name from Attachments) from Opportunitiy limit 20
It's not a problem parsing the field and object names from the query, but using dynamic binding for displaying those results in a table on a VF page is a nightmare, and is not working for me. Any ideas? or maybe you have seen VF code for this specific situation somewhere?
As a side note, below is the error i keep running into on the VF page when trying to use dynamic binding
Error: java.lang.NullPointerException
Error: null
In these situations I always rely on an object relational mapper pattern, or referred to simply as a wrapper class. For the trickier fields, what you wind up displaying are single level, class member abstractions rather than fields directly from the result of a SOQL statement. One benefit of this is that you can simply do a few SOQL calls, prepare the data in any way that will best support your page and then render it smoothly. The additional work of having this abstraction class pays off very well in the end - imo.
Here's a related post that shows exactly how to do this in Apex. In your case, you would extend on this example to add the values of multiple SObjects to one instance of this "ORM-style" class and then populate a list of instances of it from within Apex. This list of custom object instances becomes perfect food for Visualforce to consume.
If i assign two users to two roles,let's say CSM and sales rep. If I am the sales rep and I go to the campaigns tab and click on the Direct mail view to view records of type Direct mail,I will get a result set. Now if the CSM user tries to access the same view by clicking on the Direct mail view again he should be able to access a different set i.e different set of records of the type direct mail. How do I achieve this. This is of top priority in my task now.Thanks in advance!!
You could create two views with the same name then make them each visible to the appropriate set of users.
You need to create two Views, one that corresponds to each of the groups. For simplicity, you can name the Views the same thing so long as the Unique Name is, obviously, unique. I would recommend something like Direct_Mail_Sales and Direct_Mail_CSM for the unique names.
Set up the criteria for the views however you'd like.
When you get to the bottom of the configuration for each view, make sure to select "Visible to certain groups of users" and select the corresponding Role from the list. This will make sure that the view is only visible to the appropriate role.
Since The views have the same name, it will appear to the end user to be the same view.
I want to create a multi-select Contact Lookup.
What i want :
When user clicks on a lookup then he should be able to select multiple contacts from that.
What i have done:
I have created an object and a field inside that object using both
"Lookup" and
"MasterDetail Relationship" and
"Junction Object"
When i try to use this Field for any input text/Field then it always provides an option to select only one value from lookup but i want to have an option to select multiple.
Even in the Junction object i have created 2 master-detail relationships still lookup allows only one value to be selected.Moreover it makes the field mandatory which i don't want.
Links that i followed:
http://success.salesforce.com/questionDetail?qId=a1X30000000Hl5dEAC
https://ap1.salesforce.com/help/doc/user_ed.jsp?loc=help§ion=help&hash=topic-title&target=relationships_manytomany.htm
Can anybody suggest me how to do this.
Its same as we use Email CC/BCC under Send Email option for any Lead.
Even you use a junction object a lookup is just that, it references (looks up to) one other record: when you create a record on the junction object you still have to set each lookup individually and you're still creating only one record.
Master Detail relationships are essentially lookups on steroids, one object becomes the child of the other and will be deleted if the parent object is deleted, they're not going to provide an interface to lookup to many records at once.
If you're not a developer then your best bet is to either just create on junction object record at a time, or look into using dataloader. You could prepare your data in Excel or similar and then upload all the records into Salesforce in one go.
If you are a developer, or have developers at your disposal, then what we've done in the past is create a Visualforce page to do the job. So if, for example, you wanted to link a bunch of contacts up to an Account, we'd have a single account lookup field on the page, then some search fields relating to fields on the contact. Using a SOQL query you can then find all contacts matching the search parameters and display them in a list, where you may want to provide checkboxes to allow the user to select the contacts they want. Then it's just a case of looping through the selected contacts, setting their Account field to be the chosen account.
There are areas in Salesforce (such as the send Email functionality you mentioned) where it's clear to see that bespoke work has been done to fulfil a specific task — another instance of what you want is in the area where you can manage campaign members. This is the model I've copied in the past when implementing a Visualforce page as described.
Good luck!
For adding multiple junction objects at one time, the only solution we have found is a custom Visualforce page, as described by LaceySnr.
For a slightly different problem, where we need to assign many of object B to object A, We have trained our users to do this with a view on object B. We are assigning Billing Accounts (B) to Payment Offices (A). The view on Billing Account has check boxes on the left side. The user checks the Billing Accounts to be assigned, then double-clicks on the Payment Office field on any of the checked rows. A pop-up asks if you want to update only the single row or all checked rows. By selecting 'all checked rows', the update is done to all of them.
The view is created by the user, who enters the selection criteria (name, address, state, etc.). All user-created views are visible only to them.
I'm just getting started with the Salesforce Web Services API and I'm surprised that there isn't an obvious way to do a query for all e.g. Account objects that contain certain tags.
What would you say is the best way to find all objects that contain certain tags?
I imagine it involves a join on Account.id and AccountTag.id or something similar, but despite some real research, I'm not sure how best to solve this problem.
Thanks in advance!
Update: I guess I could do a select from AccountTag and then get the account objects based on ItemId, but the ideal would be to do a query on Account, with Tags being only one part of the criteria.
You can use the SOQL-R style queries to do this, e.g. this will fetch the account Id and account Name for all the accounts with the internet tag.
select item.id, item.name from accountTag where name='internet'
in this case the item relationship is to the account that was tagged, so you can select any field from the account object through the item relationship path.
See the SOQL-R docs for more info