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Salesforce1 – Flexible Pages
Koen Vermachelen
@KoenVM
Safe Harbor Statement 
http://goo.gl/kpgzcY
Agenda
• What & why
• Anatomy of a Flexible Page
• Build
• Deploy
• Adding the page in Salesforce1
• Limitations
• App landing page
• Key info in one place
• Mix & match objects
• More control to display your data
What & Why
• Salesforce1 app only
• XML-based page
• Listviews & Recent Items
• Global publisher actions
In your setup area:
How it looks like in the end
In the Salesforce1 app:
Mobile Navigation
Custom Tabs
Anatomy of a Flexible Page
• 2 componentInstanceProperties
– entityName =API name of object
– filterName =API name of listview
• Component name : flexipage:filterListCard
List Component
Getting the Listview API Names
• By editing a view
API NAME
Getting the Listview API Names
• Through workbench
API NAME
• flexipage:recentItems
• 1 componentInstanceProperties
• entityNames = name of objectS
• only custom objects! (until Spring 14, fixed as of
Summer 14)
Recent Items
Component
• quickActionList
• add 1 or multiple global actions in the list items
Global Actions
The full picture
Build
• Any of your favorite tools (I prefer MavensMate)
• Just copy-paste the XML
• The files need to have a .flexipage extension
Deploy
• Folderstructure should be as below
• Select the flexipages folder + package.xml and ZIP them
• Use the metadata API to deploy the package (workbench, ant, ...)
Adding the page in the Salesforce1 app
• Once deployed, create a Flexible Page Tab for it
– (Setup > Create Tab > Flexible Page Tab)
• Then, just add the tab in the Mobile Navigation
– MobileAdministration > Mobile Navigation
Limitations
• List component supported objects :
– Before Summer 14 release:
• Custom Objects,Account, Campaign, Case, CollaborationGroup, Contact, Contract, Lead, LiveChatTranscript,
Opportunity
• No support for theActivity object (tasks & events)
– After Summer 14 release
• All list views associated with standard and custom objects except
– Activity
– ContentVersion
– Task
– User
– UserProfile
Limitations - Continued
• Recent Items component supported objects :
– Before Summer 14 release:
• Only Custom Objects
– After Summer 14 release
• All custom objects
• All standard objects for which both of these conditions are true:
– Acompact layout is definedfor the object
– The objectis trackedin the most recentlyused objectslist(meaning, the objecthas a LastViewedDate or LastReferencedDatefield)
• So no support still for theActivity object (tasks & events)
Limitations - Continued
• Flexible Pages in Communities:
– Before Summer 14 : not available
– After Summer 14 : available!
• General limit of 25 components per Flexible Page
Resources
• Salesforce documentation on Flexible Pages: http://goo.gl/feG2jL
• Deploying a Flexible Page : http://goo.gl/U9sT7i
Flexible Pages - Quick Recap
• Nice landing pages for your Salesforce1 apps with key infos
• More flexible then the smart search items
• Easy to build (copy paste and just some renaming)
Koen Vermachelen
@KoenVM

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Salesforce Flexible Pages

  • 1. Salesforce1 – Flexible Pages Koen Vermachelen @KoenVM
  • 2. Safe Harbor Statement  http://goo.gl/kpgzcY
  • 3. Agenda • What & why • Anatomy of a Flexible Page • Build • Deploy • Adding the page in Salesforce1 • Limitations
  • 4. • App landing page • Key info in one place • Mix & match objects • More control to display your data What & Why • Salesforce1 app only • XML-based page • Listviews & Recent Items • Global publisher actions
  • 5. In your setup area: How it looks like in the end In the Salesforce1 app: Mobile Navigation Custom Tabs
  • 6. Anatomy of a Flexible Page
  • 7. • 2 componentInstanceProperties – entityName =API name of object – filterName =API name of listview • Component name : flexipage:filterListCard List Component
  • 8. Getting the Listview API Names • By editing a view API NAME
  • 9. Getting the Listview API Names • Through workbench API NAME
  • 10. • flexipage:recentItems • 1 componentInstanceProperties • entityNames = name of objectS • only custom objects! (until Spring 14, fixed as of Summer 14) Recent Items Component
  • 11. • quickActionList • add 1 or multiple global actions in the list items Global Actions
  • 13. Build • Any of your favorite tools (I prefer MavensMate) • Just copy-paste the XML • The files need to have a .flexipage extension
  • 14. Deploy • Folderstructure should be as below • Select the flexipages folder + package.xml and ZIP them • Use the metadata API to deploy the package (workbench, ant, ...)
  • 15. Adding the page in the Salesforce1 app • Once deployed, create a Flexible Page Tab for it – (Setup > Create Tab > Flexible Page Tab) • Then, just add the tab in the Mobile Navigation – MobileAdministration > Mobile Navigation
  • 16. Limitations • List component supported objects : – Before Summer 14 release: • Custom Objects,Account, Campaign, Case, CollaborationGroup, Contact, Contract, Lead, LiveChatTranscript, Opportunity • No support for theActivity object (tasks & events) – After Summer 14 release • All list views associated with standard and custom objects except – Activity – ContentVersion – Task – User – UserProfile
  • 17. Limitations - Continued • Recent Items component supported objects : – Before Summer 14 release: • Only Custom Objects – After Summer 14 release • All custom objects • All standard objects for which both of these conditions are true: – Acompact layout is definedfor the object – The objectis trackedin the most recentlyused objectslist(meaning, the objecthas a LastViewedDate or LastReferencedDatefield) • So no support still for theActivity object (tasks & events)
  • 18. Limitations - Continued • Flexible Pages in Communities: – Before Summer 14 : not available – After Summer 14 : available! • General limit of 25 components per Flexible Page
  • 19. Resources • Salesforce documentation on Flexible Pages: http://goo.gl/feG2jL • Deploying a Flexible Page : http://goo.gl/U9sT7i
  • 20. Flexible Pages - Quick Recap • Nice landing pages for your Salesforce1 apps with key infos • More flexible then the smart search items • Easy to build (copy paste and just some renaming)
  • 21.

Editor's Notes

  1. more control: Smartsearch items shows all tabs your users can see (maybe they don’t need all) also shows your available object types sorted by how recent you accessed it OR if you pinned an object to the top through the search results on a tab, shows the recently visited list views (might not be desired)
  2. flexiPageRegions (only 1) masterLabel (title of your page) quickActionList (global actions)
  3. 3 records per view + “more” link to see full list view Tip: edit a listview in SFDC to see the unique name of a listview. Tip2: only the first 6 columns of your listview are shown Tip3: sorting happens on the first column