For Developers

  • Custom Visualforce Page for Steelbrick Quote Apex
    July 11, 2017

    Custom Visualforce Page for CPQ Quote

    Business Use Case Salesforce CPQ makes it easy to create discount schedules for products to determine tiers for volume prices or discounts. Administrators can even provide sales users with the ability to customize the discount tiers for specific users in the Line Editor.   For some businesses, it is important to display rate tables on

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  • Autocomplete Lookup Fields Inside Flows
    June 22, 2017

    Autocomplete Lookup Fields Inside Flows

    The Problem Recently, I was asked by one of my co-workers if there was a way to implement a lookup field inside a visual flow. As some of you know, typically this can be handled by using a dynamic picklist on a drop-down box or radio button element. As I received more requirements, I found out that there could be hundreds of options to choose

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  • Search Attachments in Chatter
    May 25, 2017

    Make Attachments Searchable Using Chatter

    Have you ever wanted to filter the Attachments associated with a Salesforce record? While Salesforce provides a standard page for uploading Attachments and Notes, there is no way to gain access to the file before it is attached, and there is no way to customize the filename once it has been attached. Creating a custom Visualforce page

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  • autolookup
    August 5, 2016

    Visualforce Autocomplete For Lookup Fields

    The standard experience for lookup fields in Salesforce can be clunky. Unless you have recently viewed the record you are trying to look up, you have to type a search phrase (along with wildcards, if needed) in order to search for the record you are looking for. This is how we all know (and probably don't love) lookup fields: It's f

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  • August 10, 2015

    How to Dynamically Add a Configurable List of Fields to a Visualforce Page in Salesforce

    Recently while working on a project, I had a requirement to have the fields that were being displayed on a Visualforce page be data-driven. Meaning that the list had to be variable/configurable and not hard-coded. Typically this lends itself well to using a Field Set. But in this particular case there were multiple field “bundles” that

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  • 4 Types of Visualforce Page Data Input
    April 1, 2015

    4 Types of Visualforce Page Data Input

    [fusion_text]How do you get data into your VF pages? Standard controller with standard/custom fields? Apex input components? HTML inputs?  When you are first working with Visualforce the choices can seem overwhelming. I created an example to show some of the different ways to capture input on a Visualforce page and illustrate the differen

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  • How to Set a Background Image in VF Email Templates
    July 23, 2014

    How to Set a Background Image in VF Email Templates

    We want our business emails to reflect the excellence of the work we do. Salesforce lets us customize emails through HTML and Visualforce templates, and we tweak these arrangements so they look perfect in a web browser. We proudly save the template into Salesforce, send a sample, open the resulting email in a web client like Gmail, Yahoo! Ma

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  • How to Make Sorting Simple with Visualforce
    June 5, 2014

    How to Sort a Custom Product Table with Visualforce

    We recently implemented some customization around Products in a customer's Salesforce org. Everything was great except the customer wanted to easily sort the columns in the Product related list.  The standard behavior is not much fun: click the sort button to navigate to a sort page;  manually sort the Products;  click save or cancel

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  • Blog Image Report Charts Visualforce Charts
    January 15, 2014

    Pros & Cons of Report Charts vs Visualforce Charts

    In my previous post, I demonstrated some tricks in creating a stacked bar chart using Visualforce Charting which inspired me to write this post about Report Charts vs. Visualforce Charts on Pages. Report Charts on pages is the latest addition to the Page Layout customization, which came with the Winter'14 release of Salesforce.com.  I think

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  • Pros & Cons of Report Charts vs Visualforce Charts

    In my previous post, I demonstrated some tricks in creating a stacked bar chart using Visualforce Charting which inspired me to write this post about Report Charts vs. Visualforce Charts on Pages. Report Charts on pages is the latest addition to the Page Layout customization, which came with the Winter'14 release of Salesforce.com.  I think

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