Friday, June 13, 2014


Modals are part of the Visualstrap from very beginning but I never talked much about them. Modals can be really help to enhance the user experience. They can let you do many things without going to and fro between pages.

In Salesforce, we are used to this type of arrangement. For example have a look at the "New" / "Edit" buttons, they will take you to a another page to accomplish the task. It feels a bit clunky.
To make the experience  fluid and fast these pages can be replaced with modals.

Scenario 

Lets say we want a page where
  • See all the cases
  • Create new cases
The page can be extended to close and update the cases as well

Prerequisite 

The Page & Controller 

The page and controller are pretty simple.


The Catch

  •  Opening Modal : Modal can be opened using JS or html attribute. In this demo we are using JS
    <a class="btn btn-success btn-md" onclick="$('#newCase').modal('show');return false;">New Case</a> 
    
    
    
Closing the Modal Only when insert is success : We cannot just close the Modal when the user presses the Save button because there can be validation errors/required fields missing etc. To control this we are using a controller variable "isSuccess". We are setting it to true only if the transaction was success and based on the variable value we are calling the modal hide on the page.

Controller : This method sets the isSuccess flag to true only when the records is saved successfully.
    public void saveCase(){
        try{
            insert caseObj;
            init();
            isSuccess = true;
        }
        catch(Exception ex){
            Apexpages.addMessages(ex);
            isSuccess = false;
        }
    }

Page : The below section only renders when isSuccess is true ( and lets the page to close only when the save was success )

<apex:outputPanel rendered="{!isSuccess}">
     <script>
         $('#newCase').modal('hide');
     </script>
</apex:outputPanel>

VSModal in action



Below is the live demo of the page, you are welcome to try creating some cases for me :)

Saturday, June 7, 2014


Salesforce has just released RemoteObjects and its really promising. You can now do lot more by just writing a page and without any need of a controller.

RemoteObjects now lets you do DML, Query etc just using the Javascript and to add they are not even counted against the limit. Lets see how can we use the same to create a stateless Pageblock table.

Ingredients 

  • Jquery : For DOM Manipulation
  • JSRender : For templating
  • Some styling

Jquery

Jquery is a very popular DOM manipulation library and if you are into JS you probably don't need any introduction of the same. Jquery in this DEMO does the job of DOM manipulation like picking up templates, changing DOM etc.


JSRender

JSRender is not so popular templating engine which is successor of JQuery Templates. Lot of things have changed from JQuery Templates and they are now much more easier to use than ever. I have been preferring JSRender because they need very less code and are easier to use and understand.


Styling

To give our table a familiar look of PageBlockTable we will have to borrow some styling for Salesforce.

Styling from Salesforce


The Page



The end result

Whats Advantage ?

  • Almost zero viewstate
  • Pretty fast loading time and refresh
  • Suitable for mobiles and large pages



Monday, May 19, 2014


Well this weekend something surprising happened, Visualstrap crossed 1000 install limit (inlcuding appexchange & from my blog). I am really excited and happy that people are finding this small little package useful. Thanks for all the support !

So to make this package more delightful and easy to learn, I have redesigned the Visualstrap site to include all the documents and instruction at one place.



This site itself is an example of how you can create a good custom ui inside salesforce. I am still working on making the site better and putting all the documentation at one place. Thanks for all the support and love!

Saturday, May 17, 2014


This is quick little post on how to create a force.com site/page to access Salesforce even if you don't have the access codes and to some extent to create your own custom login screen. Generally helpful when same login is shared by multiple user.

There are already apps like Trapdoor for mac that lets you do the same, but this one just an cloud version of the same and of course you can build one for yourself!

What you need to make this work ?

  • Username and Password
  • The security token

How this works ?

  • The username  & password entered are used to make a SOAP call to Salesforce using the partner Endpoint
  • The response is parsed to retrieve the SessionId and Salesforce Server URL
  • Using the ServerURL and SessionId the user is redirected to "frontdoor.jsp" page of Salesforce which lets user log into Salesforce using session Id.

This page can be hosted in any org and not necessarily in the org you are trying to log in

Code 

Page

The Page uses Visualstrap to create a custom login screen. Same can be installed from here . And you can always copy the page code to create your own custom login screen for salesforce :)

<apex:page controller="SalesforceLogin_Con" showHeader="false" docType="html-5.0">
    <style>  
     body{  
         font-family: "Helvetica Neue", Helvetica, Arial, sans-serif;  
         background: #344A5F;
         
     }    
     
     .logo{
         text-align:center;
         height:44px;
         width:44px;
         margin: auto;
         background-color: #2A94D6;
         padding-top:8px;
         border-radius:8px;
         font-size:200%;
         color:white;
         display:inline-block;
         font-weight:bold;
     }
     
     .logoTxt{
         margin-left:10px;
         font-weight:bold;
         color:#8199af;
         display:inline-block;
     }
     
     .spcl{
         color:#1abc9c !important;
         padding-bottom:-20px;
         margin-bottom:0px !important;
     }
     
     label{
         font-size:130%;
     }
     
     .msgIcon{display:none}
     .messageText h4{display:none}
   </style>
   
    <vs:importvisualstrap />
    <apex:form >
        <vs:visualstrapblock >
            <c:navbar brand="Blogforce9" logo="http://blogforce9dev-developer-edition.ap1.force.com/resource/1385742741000/BlogForce9__BlogForce9WhiteLogo" inverse="true" type="fixed-top">
            <a href="http://blogforce9.blogspot.in/" target="_blank" class="btn btn-primary btn-danger"><vs:glyph icon="home"/> Home</a>
        </c:navbar>
           <div class="container">
                <apex:outputPanel layout="block" styleClass="row">
                    <div class="col-md-6 col-md-offset-3">
                        <div class="jumbotron spcl">
                           <vs:panel >
                               <div style="margin-bottom:10px">
                                   <div class="logo">S</div>
                                   
                                   <div class="logoTxt">
                                       <div style="font-size:150%;">Salesforce Login</div>
                                       <small style="font-weight:normal">Login to Salesforce using Security token to avoid Access Code emails</small>
                                   </div>
                               </div>
                           </vs:panel>
                            <vs:panel >
                                <apex:pageMessages ></apex:pageMessages>
                                <vs:formblock alignment="horizontal" style="margin-top:5px;padding:10px">
                                    <vs:formgroup >
                                        <apex:outputLabel >Username</apex:outputLabel>
                                        <apex:inputText value="{!Username}" styleClass="form-control" required="true"/>
                                    </vs:formgroup> 
                                    <vs:formgroup >
                                        <apex:outputLabel >Password + Security Token</apex:outputLabel>
                                        <apex:inputSecret value="{!Password}" styleClass="form-control" required="true"/>
                                    </vs:formgroup>
                                    <vs:formgroup >
                                        <apex:outputLabel >Domain</apex:outputLabel>
                                        <apex:selectList value="{!domain}" styleClass="form-control" size="1">
                                            <apex:selectOption itemValue="login" itemLabel="login"></apex:selectOption>
                                            <apex:selectOption itemValue="test" itemLabel="test"></apex:selectOption>
                                        </apex:selectList>                                        
                                    </vs:formgroup>
                                    <vs:formgroup >
                                        <apex:commandButton value="Login" action="{!doLogin}" styleClass="btn btn-success btn-md pull-right" style="width:200px"/>
                                    </vs:formgroup>
                                    <small class="text-info">*Passwords are not saved by this page</small>
                                </vs:formblock>
                            </vs:panel>                            
                        </div>
                    </div>
                </apex:outputPanel>
            </div>
            
            <c:navbar brand="Blogforce9" inverse="true" type="fixed-bottom" layout="none" >              
                <div class="text-muted" style="margin:10px;font-size:130%;text-align:Center" layout="block">  
                    Site built with  <a href="http://blogforce9dev-developer-edition.ap1.force.com/ProjectDetail?id=a0290000009MI61" target="_blank" class="btn btn-sm btn-danger"><vs:glyph icon="heart"/> VisualStrap</a> 
                </div>  
            </c:navbar>
        </vs:visualstrapblock>
    </apex:form>
</apex:page>

Controller

public class SalesforceLogin_Con {
    
    public String username{get;set;}
    public String password{get;set;}
    public String domain{get;set;}

    public Pagereference doLogin(){
        Pagereference loginReference;
        try{
            
            String loginRes = sendLoginRequest(username,password,domain);
            if(!String.isBlank(loginRes) && !loginRes.containsIgnoreCase('INVALID_LOGIN')){
                Dom.Document loginDoc = new Dom.Document();
                loginDoc.load(loginRes);
                Dom.XmlNode resultElmt = loginDoc.getRootElement()
                  .getChildElement('Body','http://schemas.xmlsoap.org/soap/envelope/')
                  .getChildElement('loginResponse','urn:partner.soap.sforce.com')
                  .getChildElement('result','urn:partner.soap.sforce.com');
                /*Extract the session Id and Server url*/
                String serverurl = resultElmt.getChildElement('serverUrl','urn:partner.soap.sforce.com').getText().split('/services')[0];
                String sessionId = resultElmt.getChildElement('sessionId','urn:partner.soap.sforce.com').getText();
                /*Use frontdoor.jsp to login to salesforce*/
                loginReference =  new Pagereference(serverurl+'/secur/frontdoor.jsp?sid='+sessionId);
            }
            else{
                Apexpages.addMessage(new ApexPages.Message(ApexPages.Severity.ERROR,'Please check your Username and Password.'));
            }
       }
       catch(Exception ex){
            Apexpages.addMessages(ex);
       }
        
        return loginReference;
    }
    
    /*Method to send login request using using SOAP*/
    private static String sendLoginRequest(String un,String pw,String domain){
        HttpRequest request = new HttpRequest();
        request.setEndpoint('https://' + domain + '.salesforce.com/services/Soap/u/30.0');
        request.setMethod('POST');
        request.setHeader('Content-Type', 'text/xml;charset=UTF-8');
        request.setHeader('SOAPAction', '""');
        request.setBody('<Envelope xmlns="http://schemas.xmlsoap.org/soap/envelope/"><Header/><Body><login xmlns="urn:partner.soap.sforce.com"><username>' + un + '</username><password>' + pw + '</password></login></Body></Envelope>');
        Http h = new Http();
        HttpResponse res = h.send(request);
        return res.getBody();
    } 
}
This Code can further be Reused for
  • Generate SessionId to Call Salesforce REST Endpoints
  • Salesforce to Salesforce custom Integration
  • This page can be hosted in Force.com site as a Custom/Branded Salesforce Login

Monday, May 12, 2014


For a while I have been wondering how to build a Resumable form , which resumes the last tucked in values somehow. Earlier attempts of mine included storing the data somewhere in a Sobject so that they can be fetched back, but that seemed very cumbersome!

The other day I came across a JS plugin called GarlicJS and it looked very promising, and provided a better way to solve the above problem of retaining values. GarlicJS stores the values entered in the fields in local storage and whenever there is a page refresh it loads the values from the local storage. I took the JS plugin and wrapped it inside a VF component to create what I am calling as "VFResumable"


VFResumable : What it is ?


VFResumable is a Visualforce component based on GarlicJS which helps to resume previously entered values. VFResumable provides some control over GarlicJS using wrapper methods and attributes.


Features

  • Resumes the previously entered values, even in case of full Page Refresh
  • Exposes enable and clear JS method to clear/enable resumable
  • Works with any VF page
  • GarlicJS automatically clears the stored values on form submit, in case you are using AJAX you may want to use the helper functions clearVFResumable and initVFResumable

Attributes & JSFunctions

  • Attributes
    • formid : A comma seperated list of Ids of target apex form
    • importjquery : Set this false incase you are already using Jquery in your pages
    • enable : Set true if you want to enable the VFresumable as soon as page loads, set false to disable this, when false you may have to use js handler to enable VFResumable
  • JSFunctions
    • initVFResumable : Call this JS function if you want to explicitly enable the VFResumable.
    • clearVFResumable : Call this JS function if you want to clear the stored values. Generally should be called from oncomplete of a button/action function (assuming you want to store values if the record was not saved)

Usage & Code


<apex:page standardController="Lead">
    <apex:sectionHeader title="VFResumable" subtitle="Restore previous values using VFResumable"/>
    
    <apex:form id="myForm" >       
        <apex:pageBlock >
            <apex:pageBlockButtons >
                <!-- Button to clear the resumable -->
                <apex:commandButton value="Destroy" onclick="clearVFResumable();return false;"/>
            </apex:pageBlockButtons>
            <apex:pageBlockSection >
                <apex:inputField value="{!Lead.FirstName}"/>
                <apex:inputField value="{!Lead.LastName}"/>
                <apex:inputField value="{!Lead.MobilePhone}"/>
            </apex:pageBlockSection>
        </apex:pageBlock>
    </apex:form>
    <!-- actual vf component -->
    <c:VFResumable formids="myForm"/>
</apex:page>

Saturday, May 3, 2014


Working with VisualForce and JS always fascinates me, I am constantly trying to do things a bit differently, trying to use more JS on my pages. And here is something from the same stable.

PDFAttacher - What it is ?


Its a VF page that is capable to pull PDF from another VF page (rendered as PDF) and attach the same to a record as an attachment.

Whats so special about this ?


Well pulling PDF from a VF source and attaching to a record can easily be done using apex, but PDFAttacher on the other side doesn't uses apex and solely depends upon JS and AJAX Toolkit.
  • No Apex Solution : Makes it possible to run in orgs that doesn't have access to APEX but they have access to API and VF. Its really very helpful for those orgs as it gives you ability to easily attach a Dynamically generated PDF.
  • Configurable & Reusable : Page run on some of the easily configurable parameters, that can be changed to attach attachments to different Parent Records and even Objects.

URL Parameters


  • pdfSrcUrl : VF page url from where the PDF needs to be extracted
  • pid : Parent record Id where the attachment needs to be attached
  • pdfName : Filename to be used to save the PDF
  • retUrl : URL where browser needs to be redirected on successful generation of PDF

Other Configurations 


  • Make sure Developer Footer is off.
  • Make sure the Source VF page is rendered as PDF.
  • API access is needed


How to use ?


Create a Button on a Object and set the URL as described in the "URL Parameters" section.



Sample URL 



https://blogforce9.ap1.visual.force.com/apex/PDFAttacher?pdfSrcUrl=https://blogforce9.ap1.visual.force.com/apex/TestPageB&pid={!Account.Id}&pdfName=PDFAttacherTest.pdf&retUrl=/{!Account.Id}


  • Source PDF is : https://blogforce9.ap1.visual.force.com/apex/TestPageB
  • Parent Record Id : {!Account.Id}
  • Generated File Name : PDFAttacherTest.pdf
  • Return URL : /{!Account.Id}


Code 


<apex:page >  
   <apex:includeScript value="../../soap/ajax/29.0/connection.js" />  
   <script>  
     /*Mehtod to upload attachment to a parent record*/  
     function uploadAttachment(filecontent, filename, filetype, parentId) {  
       var attachment     = new sforce.SObject('Attachment');  
       attachment.Name    = filename;  
       attachment.IsPrivate  = false;  
       attachment.ContentType = filetype;  
       attachment.Body    = filecontent;  
       attachment.Description = filename;  
       attachment.ParentId  = parentId;  
       var result = sforce.connection.create([attachment]);  
       if(!result[0].getBoolean("success")){  
         alert('PDF download failed.');  
       }  
       else if({!$CurrentPage.parameters.retUrl != NULL}){  
         window.location.href = '/{!$CurrentPage.parameters.retUrl}';  
       }  
     }  
     /*Method to convert the attachment to base64 and attach the same to a record*/  
     function reqListener () {  
       var reader = new window.FileReader();  
        reader.readAsDataURL(this.response);   
        reader.onloadend = function() {  
               base64data = reader.result.replace('data:application/pdf;base64,','');   
               if(base64data.indexOf('text/html') == -1){        
                 uploadAttachment(base64data,'{!$CurrentPage.parameters.pdfName}','application/pdf','{!$CurrentPage.parameters.pid}');  
               }  
               else{  
                 alert('Please check the PDF source URL.');  
               }  
        }  
     }  
     /*Method to request the PDF and retreive the BLOB*/  
     function loadPDF(){  
       sforce.connection.sessionId = '{!$Api.Session_ID}';  
       var oReq = new XMLHttpRequest();  
       oReq.onload = reqListener;  
       oReq.responseType='blob'  
       oReq.open("get", "{!$CurrentPage.parameters.pdfSrcUrl}", true);  
       oReq.send();  
     }  
   </script>  
   <apex:outputPanel rendered="{!($CurrentPage.parameters.pdfSrcUrl != NULL && $CurrentPage.parameters.pid != NULL && $CurrentPage.parameters.pdfName != NULL)}">  
     <script>  
       loadPDF();  
     </script>  
   </apex:outputPanel>  
 </apex:page>  



Monday, April 7, 2014


With the rise of the Web and the HTML5, libraries like Angular , Knockout, Backbone started becoming popular. Among them somehow Angular stood out of the queue and looked more promising than others. It was also because of the fact that it is maintained by Google!

With VF pages I somehow couldn't find a good way to implement Angular, I have been tinkering with the library to make it work with Visualforce. I somehow wanted to marry Angular Factories with Visualforce Remoting and ended up doing the same using promise.


Here is small example how to use Visualforce Remoting with Angular.

Visualforce Page


<apex:page controller="AngularRemoting_Con">  
   <vs:importvisualstrap />  
   <vs:visualstrapblock >  
   <apex:includeScript value="https://ajax.googleapis.com/ajax/libs/angularjs/1.2.13/angular.min.js"/>  
   <!--Remoting Stuff-->  
   <script>  
     function getSobjects(callback){              
       Visualforce.remoting.Manager.invokeAction(  
         '{!$RemoteAction.AngularRemoting_Con.getData}',  
         callback,  
         {escape: false}  
       );        
     }  
   </script>  
   <script>  
     var vfremote = angular.module('VFRemoting',[]);  
     vfremote.factory('VFRemotingFactory',function($q,$rootScope){  
       var factory = {};  
       factory.getData = function(){  
         var deferred = $q.defer();  
         getSobjects(function(result){  
           $rootScope.$apply(function(){  
             deferred.resolve(result);  
           });  
         });  
         return deferred.promise;  
       }  
       return factory;  
     });  
     vfremote.controller('VFRemoteController',function($scope,VFRemotingFactory){  
       VFRemotingFactory.getData().then(function(result){  
         $scope.data = result;  
       });  
     });  
   </script>  
   <div ng-app="VFRemoting">  
     <div ng-controller="VFRemoteController">  
       <ul class="list-group">  
         <li ng-repeat="acc in data" class="list-group-item">{{acc.Name}}</li>  
       </ul>  
     </div>  
   </div>  
   </vs:visualstrapblock>  
 </apex:page>


Controller Class


 public class AngularRemoting_Con {  
   @RemoteAction  
   public static List<SObject> getData(){  
     return [SELECT Id,Name FROM Account];  
   }  
 }  


How it looks like ?


A bit more about the pages

  • The pages uses VisualStrap for styling, that can be removed along with all the components starting with namespace "vs".
  • The Angularjs brings data from controller using Visualforce Remoting, it depends on "getSobjects" method to call controller method.
  • AngularJs uses Factories to communicate with remoting method "getSobject"

This page can be extended to do a lot more things, bringing data dynamically to the VF pages, with the two way binding that angular provides, you can use this to make superfast single page apps.

I am looking forward to Visualforce Remote objects and probably will be posting a blog about how to use them with AngularJS, but at the end I don't think there would be much of differences rather than some basic changes in the code structure. And obviously with Remote objects you won't need a controller!