Salesforce - Filtered Related Lists Without Code

Filtered Related Lists Without Code

Nashville Salesforce Users Group

Doug Ayers

3/31/2016

Doug Ayers

• Senior Developer @ Virsys12

• Nashville Salesforce Developers Group

• 3+ years Salesforce Administration / Development

• 8+ years Java Enterprise Web Development

• @DouglasCAyers

• github.com/DouglasCAyers

• douglascayers.com

This is a story about User Experience (UX)

http://www.adminhero.com/adoption/ http://cloud4good.com/announcements/six-steps-to-improve-user-experience/

Problem: One Related List of Mixed Data

Users Want Records Separated by Purpose

Custom Criteria

Record

Type

We all want happy users, right?

Same Object, Different Related Lists

Same Object, Different Related Lists

Different Titles

Same Object, Different Related Lists

Different Columns

Same Object, Different Related Lists

Different Buttons

Example: Active vs. Inactive Contacts

How can we separate these records into two lists?

IdeaExchange – Vote Early, Vote Often!

http://bit.ly/IdeaFilteredRelatedListsByAdmin http://bit.ly/IdeaFilteredRelatedListsByUser

Workaround 1: Custom Report Links

Workaround 2: Visualforce & ApexCustom Related Lists by Kevin Poorman (@CodeFriar)http://noeticpenguin.github.io/Custom-Related-Lists/ • Free, Unmanaged Package• Declarative Setup like Rollup Helper by Andy

Fawcett• Generates Apex Class / Visualforce Page for

you• You add Visualfoce page to your page layout• Use Change Sets to deploy config to

productionhttps://www.linkedin.com/in/kevinpoorman

Check out this link for more info about embedding visualforce pages on page layouts

https://developer.salesforce.com/docs/atlas.en-us.workbook_vf.meta/workbook_vf/overrides_2.htm

No Action Links(Edit, Delete)

No Pagination

No Buttons

Open Source, Contributions Welcome

Then, as my children say, “I have an idea!”

Lookup fields create Related Lists!

Account

Contacts Tasks Opportunities

ID =

AccountId

http://bit.ly/TrailheadObjectRelationships

Create a Lookup field for each Related List

Create a Lookup field for each Related List

Add New Related Lists to Page Layout

Lists are empty because we have not yet assigned account ids to the new lookup fields.

Account

Contacts ActiveContacts

InactiveContacts

Assign Values to New Lookup Fields

ID =

AccountId

ID =

Active_Lookup__c

ID =

Inactive_Lookup__c

Assign Values to New Lookup Fields

Records display in the “Contacts” related list because their AccountId matches the account being viewed.

Likewise, records will display in the new related lists if the corresponding lookup field value matches the account being viewed. We need to assign these field values!

Assign Value to New Lookup Fields

Automate with Process Builderhttp://bit.ly/TrailheadProcessBuilder

Filtered Related Lists without Code!!!

One Last Step… Create Custom Buttons

Buttons on related lists populate the lookup field corresponding to that related list.

In this case, the “New Contact” button on “Active Contacts” assigned the AccountId to the “Active Lookup” field, not the “Account Name”.

ID =

AccountId

ID =

Active_Lookup__c

Create “New Contact” Button

Create “Merge Contacts” Button

Add Custom Buttons to Related Lists

Voila!

Go Make Happy Users

http://bit.ly/FilteredRelatedListsWithoutCode