If you have one or more approval processes, you may find a requirement to be able to report on records that are pending approval. As well as knowing the records, we probably will want to know who the record has been assigned to for approval, so we can follow up or reassign if the person is not available. If you have a look at the standard reports, you won’t find… Read More

Salesforce Reports provide a variety of formats and options to enable us to build reports from our data. However, sometimes we cannot achieve exactly what we need either in terms of the way the data is presented, or having a requirement to report on data that is not related in a way that can be consolidated in a report. That is when we may consider a Visualforce report. A Visualforce… Read More

In the previous article we created a custom account interface by using Visualforce, in this article we’ll extend the functionality by creating a fully custom Opportunity related list. The Opportunity related list will be replaced with a custom table, and it will support: ✓ Pagination ✓ Filtering ✓ Sorting ✓ Quick filtering open Opportunities In order to implement this we need four steps: STEP 1: Create an Apex controller extension… Read More

Using Visualforce to build a tabbed user interface In this example we will override a standard view with a few lines of Visualforce to build a tabbed interface. Use case: Customize the interface for the Account object using Visualforce tabs. The following tabs should be available: Detail – Display general information about record. Inline edit feature should be supported; Contacts – Related Contacts list should be displayed in this section;… Read More