As you all are aware that Salesforce launches a new platform and apps called as Salesforce1 in Dreamforce’13. To understand the power of Salesforce1 and how to start with it. It’s highly recommended to attend a Salesforce1 developer week in your local user group. You can find the full list by visiting the URL. Salesforce1 Developer week will start from 27th April 2014. In this article, will discuss few things why it’s recommended to attend such type of meetup
Extend your network
At your local developer user group Meetup, there is no shame in networking in person and online. These sessions helps you to interact with your local Salesforce techies.You can learn about how other organization is using Salesforce1 and lot’s more. It will boost your knowledge and increase your network circle. You can find experts following the #Salesforce1 tags on Twitter.
Learning things that you can put into action immediately
You can also learn from your peers from their experience. To see some of the amazing examples rolled out during the session will fill you with incredible ideas for how you can improve business by using Salesforce1 and become a Salesforce hero. This session will give you brief idea about Salesforce1 platform and how you can development on it. start with You can also get Salesforce1 goodies and books.
Meet members of the Salesforce Evangelism team
As you all are aware that maximum of user group have Special Guest to guide you, to start with Salesforce1. For Navi-Mumbai Salesforce Developer User Group this time we have Raja Rao DV from Salesforce Developer Evangelists team as Special Guest.
Salesforce Developer groups meetup are informal, fun and friendly and a good chance for a chat over a drink.
These Meetups are free. You can register to your local user group Salesfore1 Developer Meetup. That means: free access to the session, free drinks, free foods.
You never know what connections you will make to boost your success in 2014!
A Lead is the identification of a person or entity that has the interest to purchase a product or service from your organization. People who Managing Lead in Salesforce, they face one major problem i.e. LeadDe-duplication. Salesforce does not have any out-of-box app that will check based on some parameter for the duplicate lead while creating new Lead in the system. You can achieve this functionality by using Visualforce page and Apex, but it’s requiring knowledge of both. In this article, I will focus on how to achieve this functionality by using Visual workflow.
Business Use Case
Higher management in Universal Container wants to build functionality for LeadDe-duplication where they want to enter Company Name on the first screen and if any company exists with same name display all, the user will select one and redirect them to selected lead’s detail page. In case if the lead does not exist with Same Company Name it redirects them to New Lead page with auto populate Company Name that user entered as search criteria.
Next work is to create a decision, If multiple records exist with Same Company Name we will redirect the user to a screen from where he/she can choose existing record. If no record exists with same Company Name we will redirect the user to New lead creation page. Drag and drop decision element in canvas and create two outcomes Yes and No as shown in below screen shot
Now we will create screen and it will display multiple lead records. Drag & drop screen into Canvas and give name Dynamic choice display, Add dynamic Choice field and select
Create a choice for object: – Lead
Field: – Company equal to Company_Name (Variable)
Choice label: – Name (Lead Name)
Save ID of the record in variable ThirdID
You can take help from below screenshot
Dynamic Choice display
In the next Screen, we will display selected record (with a link from where a user can open selected record). To do that Drag & drop screen into Canvas and give the Name DisplayThirdID , add one output field and create a URL same as below screenshot
Now we will create two Screens. First Screen displays no record found with entered Company Name message and then we will redirect the user to next Screen where he/she found a link to create new Lead. To do that first Drag & drop Screen into Canvas and just display a message (No record exist with name Company_Name ).Again drag & drop screen into Canvas and give the name toOpenNnewLeadPage, add one output field and display field and display link
Save this Flow and create one VisualForce Page and reference your flow
Overwrite your New Button available on the Lead object. To do that follow the path Name | Setup | App Setup | Customize | Leads | Buttons, Links, and Actions | New Overwrite it with a VisualForce page that you created in the last step.
Now it’s time to test this feature
First, we will try to enter Campany name that already exists in the system. To Create New lead, navigate to Lead tab and click on New Button, it will open Visualforce page and enter Company Name ( In our case enter Salesforce.com) for which you want to create lead and click on Next, as shown in below screenshot
Step -1 Enter Company name
If Lead with same Company Name exist in system, it will return the whole list and click on Next, as shown in below screenshot
Step -2 Select One record
You will redirect to a new Screen where link will appear and click on it, to go to selected record detail page
Step -3 Click on Link to open record
2. Now we will create a lead with Company name that does not exist in System.
Again create new record by navigating Lead tab and click on New Button, Enter Company Name as Universal Container and click on Next, as shown in below screenshot
Step -1 Enter New Company Name
It will redirect you to screen where message will display like below screenshot and click on Next
Step -2 Display no record exist message
Now a screen will appear with link, click on the link to create NewLead
Step -3 Click on Link to Create New Record
Note: – You can add more fields on screen first as per your requirement to find lead records.