Posts Tagged ‘Visualforce’

WeDid: RTOs populate student enrolment data directly to Salesforce

The education industry has gone through significant changes over the past few years. To keep up with the changes, most of the registered training organisation (RTO) are adopting a more seamless student management process particularly using Salesforce as a tool to facilitate student sales and administration – one of the main areas is the student…

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Visualforce Tips: Button Action With Javascript Not Compatible in Lightning

Recently, we were working on a project to convert the existing visualforce page to support the Lightning experience. An issue that I encountered was the command button with javascript action was no longer working in the Lightning experience mode. This was due to the change mentioned in this post. Below is an example:   ……

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Salesforce: Visualforce CommandButton to Bypass Validation/Required Fields

In Visualforce apex:CommandButton component, there is an attribute called “immediate” that allows us to invoke the controller action bypassing the validation rules associated with the fields (especially those that mark with required=”true”) in a visualforce page. I have been using this attribute alongside with the cancel button which does not required any input from users.…

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WeDid: Custom CPQ

Challenges This company earns their revenues through providing services and lab products. Currently, all the product details e.g selling prices, promo prices are stored in different external systems. These details are not available in Salesforce. The sales team will need to manually check for product details – product prices from different systems before adding them into the Salesforce quote.…

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WeDid: Custom Invoice Administration

Challenges This company earns their revenues through bookings services that they have planned and executed for their clients. Their invoicing practice is to invoice all completed line items of the bookings in end of each month. For an example,  they would like to prepare the bookings and line items completed this month for invoicing. Booking A 1) Account:…

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Salesforce Visualforce Page View State

Have you ever encountered the “Maximum view state size limit” error on the Visualforce page that you developed even though you only capture very little information (e.g, like 3 input fields)?   “Maximum view state size limit (135KB) exceeded. Actual view state size for this page was xxx.xxKB”   The way that the view state…

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WeDid: Automated Record Link

Challenges Certain products that are up for sale require product activation code. In Salesforce, a custom object is created to store all the product activation code records. Whenever an opportunity is closed won, the opportunity products should be assigned with activation codes and details. This can then be generated out in PDF form and sent…

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WeDid: Salesforce Community Customisation

Challenges The customer would like to host a community forum in Salesforce which allows customers to discuss and contribute ideas by using Salesforce Chatter function. They also would like to consolidate the information that they have in the website to the community forum.   Solution: The Salesforce Visualforce page is used to build a custom…

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WeDid: Custom workflow in Salesforce

Challenges The customer is a professional property buyers group in Australia. They help their clients to analyse, purchase and manage the properties. As the whole process is tedious and hard to manage (e.g, information gathering, activity tracking, customer meetings and etc), they would like to implement a clean and lean workflow wizard in Salesforce that…

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