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Visualforce Developer Guide
Version 41.0, Winter ’18

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Last updated: October 12, 2017

© Copyright 2000–2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc.,

as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.

CONTENTS
Chapter 1: Introducing Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
What is Visualforce? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Which Editions Support Visualforce? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Which Permissions are Required for Visualforce Development? . . . . . . . . . . . . . . . . . . . . . . . 4
How is Visualforce Architected? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What are the Benefits of Visualforce? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
When Should I Use Visualforce? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
How Do Visualforce Pages Compare to S-Controls? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
How is Visualforce Versioned? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
What’s New in Visualforce Version 41.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Documentation Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Tools for Visualforce Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using the Development Mode Footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
About the Visualforce Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Accessing Metrics for Your Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3: Getting a Quick Start with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Compiling Visualforce Successfully . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating Your First Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Displaying Field Values with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Using the Visualforce Component Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Overriding an Existing Page with a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Redirecting to a Standard Object List Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Using Input Components in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Adding and Customizing Input Field Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Setting the Tab Order for Fields in a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adding Dependent Fields to a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Creating Visualforce Dashboard Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Displaying Related Lists for Custom Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Enabling Inline Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Converting a Page to a PDF File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Building a Table of Data in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Editing a Table of Data in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Query String Parameters in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Getting Query String Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting Query String Parameters in Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Getting and Setting Query String Parameters on a Single Page . . . . . . . . . . . . . . . . . . . 42
Using Ajax in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

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Implementing Partial Page Updates with Command Links and Buttons . . . . . . . . . . . . . 43
Providing Status for Asynchronous Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Applying Ajax Behavior to Events on Any Component . . . . . . . . . . . . . . . . . . . . . . . . . 45

Chapter 4: Customizing the Appearance and Output of Visualforce Pages . . . . . . . . 47
Styling Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Using Salesforce Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Extending Salesforce Styles with Stylesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Using the Lightning Design System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Using Custom Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Suppressing the Salesforce User Interface and Styles . . . . . . . . . . . . . . . . . . . . . . . . . 51
Defining Styles for a Component’s DOM ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Using Styles from Salesforce Stylesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Identifying the Salesforce Style Your Users See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
HTML Comments and IE Conditional Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
HTML Tags Added or Modified by Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Relaxed Tidying for the HTML5 Doctype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Manually Override Automatic  and  Tag Generation . . . . . . . . . . . . . . . 56
Creating an Empty HTML5 “Container” Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Using a Custom Doctype . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Using a Custom ContentType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Setting Custom HTML Attributes on Visualforce Components . . . . . . . . . . . . . . . . . . . . . . . . 59
Offline Caching Using the HTML5 manifest Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Render a Visualforce Page as a PDF File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Add a Save as PDF Feature to a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Render a Visualforce Page as PDF from Apex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Fonts Available When Using Visualforce PDF Rendering . . . . . . . . . . . . . . . . . . . . . . . . 71
Visualforce PDF Rendering Considerations and Limitations . . . . . . . . . . . . . . . . . . . . . 74
Component Behavior When Rendered as PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Chapter 5: Standard Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Associating a Standard Controller with a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . 78
Accessing Data with a Standard Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Using Standard Controller Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Validation Rules and Standard Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Styling Pages that Use Standard Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Checking for Object Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Chapter 6: Standard List Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Associating a Standard List Controller with a Visualforce Page .
Accessing Data with List Controllers . . . . . . . . . . . . . . . . . .
Using Standard List Controller Actions . . . . . . . . . . . . . . . . .
Pagination with a List Controller . . . . . . . . . . . . . . . . . . . . .
Using List Views with Standard List Controllers . . . . . . . . . . .

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Contents

Editing Records with List Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Chapter 7: Custom Controllers and Controller Extensions . . . . . . . . . . . . . . . . . . . . . 90
What are Custom Controllers and Controller Extensions? . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Building a Custom Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Building a Controller Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Building a Custom List Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Controller Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Controller Class Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Working with Large Sets of Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Setting Read-Only Mode for an Entire Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Setting Read-Only Mode for Controller Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Considerations for Creating Custom Controllers and Controller Extensions . . . . . . . . . . . . . . 101
Order of Execution in a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Order of Execution for Visualforce Page Get Requests . . . . . . . . . . . . . . . . . . . . . . . . 103
Order of Execution for Visualforce Page Postback Requests . . . . . . . . . . . . . . . . . . . . 105
Examples of Visualforce Page Execution Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Testing Custom Controllers and Controller Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Validation Rules and Custom Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Using the transient Keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Chapter 8: Advanced Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Creating Your First Custom Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Creating a Custom Controller Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Defining Getter Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Defining Action Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Defining Navigation Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Creating a Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Advanced Visualforce Dashboard Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Integrating Visualforce and Google Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Mass-Updating Records with a Custom List Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Chapter 9: Overriding Buttons, Links, and Tabs with Visualforce . . . . . . . . . . . . . . . . 143
Overriding Tabs Using a Standard List Controller . . . . . . .
Defining Custom Buttons and Links for Visualforce . . . . . .
Adding Custom List Buttons using Standard List Controllers
Displaying Record Types . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 10: Using Static Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Creating a Static Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Referencing a Static Resource in Visualforce Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Chapter 11: Creating and Using Custom Components . . . . . . . . . . . . . . . . . . . . . . . 152
What are Custom Components? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Defining Custom Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Contents

Custom Component Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Using Custom Components in a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Managing Version Settings for Custom Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Custom Component Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Custom Component Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Chapter 12: Dynamic Visualforce Bindings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Using Dynamic References with Standard Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Using Dynamic References with Custom Objects and Packages . . . . . . . . . . . . . . . . . . . . . 169
Referencing Apex Maps and Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Working with Field Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Dynamic References to Global Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Dynamic References to Static Resources Using $Resource . . . . . . . . . . . . . . . . . . . . . 178
Dynamic References to Action Methods Using $Action . . . . . . . . . . . . . . . . . . . . . . . . 180
Dynamic References to Schema Details Using $ObjectType . . . . . . . . . . . . . . . . . . . . 182

Chapter 13: Dynamic Visualforce Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Dynamic Components Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Creating and Displaying Dynamic Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Deferred Creation of Dynamic Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Example Using a Related List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Chapter 14: Integrating Email with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Sending an Email with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Creating a Custom Controller with the Messaging Class . . . . . . . . . . . . . . . . . . . . . . 198
Creating an Email Attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Visualforce Email Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Creating a Visualforce Email Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Using a Custom Stylesheet in a Visualforce Email Template . . . . . . . . . . . . . . . . . . . . 208
Adding Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Using Custom Controllers within Visualforce Email Templates . . . . . . . . . . . . . . . . . . . 215

Chapter 15: Visualforce Charting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Visualforce Charting Limitations and Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
How Visualforce Charting Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
A Simple Charting Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Providing Chart Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Building a Complex Chart with Visualforce Charting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Updating Charts with Refreshed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Refreshing Chart Data Using  . . . . . . . . . . . . . . . . . . . . . . . . . 228
Refreshing Chart Data Using JavaScript Remoting . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Controlling the Appearance of Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Chart Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Chart Layout and Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Bar Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Contents

Other Linear Series Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Pie Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Gauge Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Radar Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Chapter 16: Creating Maps with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Creating Basic Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Adding Location Markers to a Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Using Custom Marker Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Adding Info Windows to Markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Example of Building Map Data in Apex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Chapter 17: Render Flows with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Embed Flows in Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
An Advanced Example of Using  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Set Flow Variable Values from a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Get Flow Variable Values to a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Control Whether Users Can Pause a Flow from a Visualforce Page . . . . . . . . . . . . . . . . . . . 267
Customize How Users Resume Paused Flow Interviews . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Configure the finishLocation Attribute in a Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Customize a Flow’s User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Render Lightning Flow Runtime in a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Chapter 18: Templating with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Defining Templates with  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Referencing an Existing Page with  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Chapter 19: Developing Salesforce1 Apps with Visualforce . . . . . . . . . . . . . . . . . . . . 280
What is Salesforce Mobile Classic? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
iPhone Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Using the JavaScript Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Try It Out: Building a Mapping Application for iPhone . . . . . . . . . . . . . . . . . . . . . . . . 285
Salesforce Platform Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Setting Up Your Development System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
The Development Process and the Importance of Testing . . . . . . . . . . . . . . . . . . . . . 293
Testing Visualforce Pages in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Understanding the Salesforce1 Container . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Tell Me More: Where Visualforce Pages Can Appear in Salesforce1 . . . . . . . . . . . . . . . . . . 295
Guidelines and Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Sharing Visualforce Pages Between Mobile and Desktop . . . . . . . . . . . . . . . . . . . . . 299
Excluding Visualforce Pages from Mobile or Desktop . . . . . . . . . . . . . . . . . . . . . . . . 300
Creating Visualforce Pages That Work in Mobile and Desktop . . . . . . . . . . . . . . . . . . 300
Choosing an Architecture for Visualforce Pages in Salesforce1 . . . . . . . . . . . . . . . . . . 301
Optimizing the Performance of Visualforce Pages in Salesforce1 . . . . . . . . . . . . . . . . . 309
Visualforce Components and Features to Avoid in Salesforce1 . . . . . . . . . . . . . . . . . . 309

Contents

Known Visualforce Salesforce1 Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Considerations and Limitations for Using Visualforce in Salesforce1 . . . . . . . . . . . . . . . 315
Prepare a Support Request for Problems with Visualforce Pages in Salesforce1 . . . . . . . 316
Choosing an Effective Page Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
User Input and Interaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Managing Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Introduction to the Salesforce Lightning Design System . . . . . . . . . . . . . . . . . . . . . . . 330
Style Existing Visualforce Pages with Lightning Experience Stylesheets . . . . . . . . . . . . . 331
Applying SLDS to Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Use SLDS Icons in Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Create a Visualforce Page for Salesforce1 Using SLDS . . . . . . . . . . . . . . . . . . . . . . . . 336
Responsive Page Design Using SLDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Using Visualforce Pages as Custom Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Performance Tuning for Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Chapter 20: Adding Visualforce to a Force.com AppExchange App . . . . . . . . . . . . . 343
Managing Package Version Settings for Visualforce Pages and Components . . . . . . . . . . . 344

Chapter 21: Using JavaScript in Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Using $Component to Reference Components from JavaScript . . . . . . . . . . . . . . . . . . . . . 345
Using JavaScript Libraries with Visualforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
JavaScript Remoting for Apex Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
What Is JavaScript Remoting? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
When to Use JavaScript Remoting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Adding JavaScript Remoting to a Visualforce Page . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Declaring a Remote Method in Apex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Handling the Remote Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Debugging JavaScript Remoting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
JavaScript Remoting Limits and Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
JavaScript Remoting Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
Visualforce Remote Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
A Simple Example of Remote Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Using Remote Objects in JavaScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
An Example of Using Remote Objects with jQuery Mobile . . . . . . . . . . . . . . . . . . . . . 377
Best Practices for Using Remote Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Remote Objects Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

Chapter 22: Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
Best Practices for Improving Visualforce Performance .
Best Practices for Accessing Component IDs . . . . . . . .
Best Practices for Static Resources . . . . . . . . . . . . . . .
Best Practices for Controllers and Controller Extensions
Best Practices for Using Component Facets . . . . . . . .
Best Practices for Page Block Components . . . . . . . . .

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Contents

Best Practices for Rendering PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
Best Practices for  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Chapter 23: Standard Component Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
analytics:reportChart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
apex:actionFunction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
apex:actionPoller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
apex:actionRegion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
apex:actionStatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
apex:actionSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
apex:areaSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
apex:attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
apex:axis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
apex:barSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
apex:canvasApp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
apex:chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
apex:chartLabel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
apex:chartTips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
apex:column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424
apex:commandButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
apex:commandLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432
apex:component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
apex:componentBody . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
apex:composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
apex:dataList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
apex:dataTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
apex:define . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
apex:detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450
apex:dynamicComponent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
apex:emailPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
apex:enhancedList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
apex:facet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
apex:flash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
apex:form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
apex:gaugeSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
apex:iframe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
apex:image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
apex:include . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468
apex:includeLightning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469
apex:includeScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469
apex:inlineEditSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470
apex:input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472
apex:inputCheckbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
apex:inputField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

Contents

apex:inputFile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
apex:inputHidden . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
apex:inputSecret . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
apex:inputText . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
apex:inputTextarea . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
apex:insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
apex:legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
apex:lineSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
apex:listViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
apex:logCallPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 500
apex:map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
apex:mapInfoWindow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
apex:mapMarker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
apex:message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
apex:messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508
apex:milestoneTracker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
apex:outputField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
apex:outputLabel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513
apex:outputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
apex:outputPanel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 518
apex:outputText . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520
apex:page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
apex:pageBlock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
apex:pageBlockButtons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
apex:pageBlockSection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 533
apex:pageBlockSectionItem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
apex:pageBlockTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
apex:pageMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
apex:pageMessages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
apex:panelBar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
apex:panelBarItem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
apex:panelGrid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
apex:panelGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
apex:param . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 556
apex:pieSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 557
apex:radarSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558
apex:relatedList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560
apex:remoteObjectField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
apex:remoteObjectModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
apex:remoteObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
apex:repeat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
apex:scatterSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
apex:scontrol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568
apex:sectionHeader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569

Contents

apex:selectCheckboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570
apex:selectList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574
apex:selectOption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
apex:selectOptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
apex:selectRadio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582
apex:slds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
apex:stylesheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
apex:tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
apex:tabPanel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591
apex:toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
apex:toolbarGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
apex:variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
apex:vote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
chatter:feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
chatter:feedWithFollowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602
chatter:follow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603
chatter:followers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603
chatter:newsfeed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
chatter:userPhotoUpload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
chatteranswers:aboutme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605
chatteranswers:allfeeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
chatteranswers:changepassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
chatteranswers:datacategoryfilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
chatteranswers:feedfilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
chatteranswers:feeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608
chatteranswers:forgotpassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609
chatteranswers:forgotpasswordconfirm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609
chatteranswers:guestsignin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 610
chatteranswers:help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 610
chatteranswers:login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611
chatteranswers:registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611
chatteranswers:searchask . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
chatteranswers:singleitemfeed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
flow:interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
ideas:detailOutputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
ideas:listOutputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615
ideas:profileListOutputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
knowledge:articleCaseToolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
knowledge:articleList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
knowledge:articleRendererToolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
knowledge:articleTypeList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
knowledge:categoryList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
liveAgent:clientChat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
liveAgent:clientChatAlertMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623

Contents

liveAgent:clientChatCancelButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
liveAgent:clientChatEndButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
liveAgent:clientChatFileTransfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
liveAgent:clientChatInput . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
liveAgent:clientChatLog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627
liveAgent:clientChatLogAlertMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628
liveAgent:clientChatMessages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
liveAgent:clientChatQueuePosition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
liveAgent:clientChatSaveButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
liveAgent:clientChatSendButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
liveAgent:clientChatStatusMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
messaging:attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
messaging:emailHeader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
messaging:emailTemplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
messaging:htmlEmailBody . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636
messaging:plainTextEmailBody . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
site:googleAnalyticsTracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 638
site:previewAsAdmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
social:profileViewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 640
support:caseArticles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
support:caseFeed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 643
support:caseUnifiedFiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
support:clickToDial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
support:portalPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645
topics:widget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
wave:dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647

APPENDICES

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650

Appendix A: Global Variables, Functions, and Expression Operators . . . 650
Global Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650
$Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 652
$Api . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 660
$Asset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 660
$Cache.Org . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
$Cache.Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662
$Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663
$ComponentLabel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 664
$CurrentPage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 664
$FieldSet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665
$Label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665
$Label.Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665
$Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667
$ObjectType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668

Contents

$Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
$Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
$Permission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
$Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
$Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
$SControl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
$Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
$Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 677
$System.OriginDateTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679
$User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
$User.UITheme and $User.UIThemeDisplayed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
$UserRole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681
Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681
Expression Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 693

Appendix B: Security Tips for Apex and Visualforce Development . . . . . 696
Cross Site Scripting (XSS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 696
Unescaped Output and Formulas in Visualforce Pages . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Cross-Site Request Forgery (CSRF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 699
SOQL Injection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700
Data Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702

Appendix C: Apex Classes Used in Visualforce Controllers . . . . . . . . . . . 703
ApexPages Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704
ApexPages Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704
Action Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 706
Action Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 707
Action Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 707
Cookie Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 708
Cookie Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Cookie Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711
IdeaStandardController Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713
IdeaStandardController Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714
IdeaStandardSetController Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 715
IdeaStandardSetController Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718
KnowledgeArticleVersionStandardController Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 719
KnowledgeArticleVersionStandardController Constructors . . . . . . . . . . . . . . . . . . . . . 721
KnowledgeArticleVersionStandardController Methods . . . . . . . . . . . . . . . . . . . . . . . . 721
Message Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722
Message Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 723
Message Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725
PageReference Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 726
PageReference Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729
PageReference Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 730

Contents

SelectOption Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 736
SelectOption Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 737
SelectOption Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 738
StandardController Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 742
StandardController Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 743
StandardController Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 743
StandardSetController Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 747
StandardSetController Constructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 748
StandardSetController Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 749

Appendix D: Execution Governors and Limits . . . . . . . . . . . . . . . . . . . . . . . 757
GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765
INDEX

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 774

CHAPTER 1

Introducing Visualforce

Over the past several years, Salesforce has created a comprehensive platform for building on-demand applications. Like other sophisticated
application development platforms, the Force.com platform offers separate tools for defining:
• The structure of the data—that is, the data model
• The rules that detail how that data can be manipulated—that is, the business logic
• The layouts that specify how that data should be displayed—that is, the user interface
Note: Splitting up application development tools based on whether they affect the data model, business logic, or user interface
is also known as the Model-View-Controller (MVC) application development pattern—the Model is the data model, the View is
the user interface, and the Controller is the business logic.
While the tools for building the data model and business logic for applications are powerful solutions that run natively on Force.com
platform servers, the existing tools for defining user interfaces have had certain limitations:
• Page layouts, the point-and-click tool that allows application developers to organize fields, buttons, and related lists on record
detail pages, do not provide much flexibility in how sets of information are displayed. Fields must always appear above related lists,
buttons must always appear above fields, and s-controls and custom links can only be placed in particular areas.
• S-controls, the tool that allows application developers to display custom HTML in a detail page or custom tab, provide more flexibility
than page layouts, but:
– Execute from within a browser, causing poor performance if displaying or updating values from more than a few records at a
time
– Do not provide an easy way to give custom user interface elements the same look-and-feel as standard Salesforce pages
– Require developers to enforce field uniqueness and other metadata dependencies on their own
Important: Visualforce pages supersede s-controls. Organizations that haven’t previously used s-controls can’t create them.
Existing s-controls are unaffected, and can still be edited.
For these reasons, Salesforce has introduced Visualforce, the next-generation solution for building sophisticated custom user interfaces
on the Force.com platform.
SEE ALSO:
How is Visualforce Architected?
What are the Benefits of Visualforce?
Which Editions Support Visualforce?
How Do Visualforce Pages Compare to S-Controls?
What is Visualforce?
What’s New in Visualforce Version 41.0

1

Introducing Visualforce

What is Visualforce?

What is Visualforce?
Visualforce is a framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the
Force.com platform. The Visualforce framework includes a tag-based markup language, similar to HTML, and a set of server-side “standard
controllers” that make basic database operations, such as queries and saves, very simple to perform.
In the Visualforce markup language, each Visualforce tag corresponds to a coarse or fine-grained user interface component, such as a
section of a page, a related list, or a field. The behavior of Visualforce components can either be controlled by the same logic that is used
in standard Salesforce pages, or developers can associate their own logic with a controller class written in Apex.
Sample of Visualforce Components and their Corresponding Tags

What is a Visualforce Page?
Developers can use Visualforce to create a Visualforce page definition. A page definition consists of two primary elements:
• Visualforce markup
• A Visualforce controller

Visualforce Markup
Visualforce markup consists of Visualforce tags, HTML, JavaScript, or any other Web-enabled code embedded within a single
 tag. The markup defines the user interface components that should be included on the page, and the way they should
appear.

Visualforce Controllers
A Visualforce controller is a set of instructions that specify what happens when a user interacts with the components specified in associated
Visualforce markup, such as when a user clicks a button or link. Controllers also provide access to the data that should be displayed in a
page, and can modify component behavior.
A developer can either use a standard controller provided by the Force.com platform, or add custom controller logic with a class written
in Apex:
• A standard controller consists of the same functionality and logic that is used for a standard Salesforce page. For example, if you use
the standard Accounts controller, clicking a Save button in a Visualforce page results in the same behavior as clicking Save on a
standard Account edit page.

2

Introducing Visualforce

Which Editions Support Visualforce?

If you use a standard controller on a page and the user doesn't have access to the object, the page will display an insufficient privileges
error message. You can avoid this by checking the user's accessibility for an object and displaying components appropriately.
• A standard list controller enables you to create Visualforce pages that can display or act on a set of records. Examples of existing
Salesforce pages that work with a set of records include list pages, related lists, and mass action pages.
• A custom controller is a class written in Apex that implements all of a page's logic, without leveraging a standard controller. If you
use a custom controller, you can define new navigation elements or behaviors, but you must also reimplement any functionality
that was already provided in a standard controller.
Like other Apex classes, custom controllers execute entirely in system mode, in which the object and field-level permissions of the
current user are ignored. You can specify whether a user can execute methods in a custom controller based on the user's profile.
• A controller extension is a class written in Apex that adds to or overrides behavior in a standard or custom controller. Extensions
allow you to leverage the functionality of another controller while adding your own custom logic.
Because standard controllers execute in user mode, in which the permissions, field-level security, and sharing rules of the current
user are enforced, extending a standard controller allows you to build a Visualforce page that respects user permissions. Although
the extension class executes in system mode, the standard controller executes in user mode. As with custom controllers, you can
specify whether a user can execute methods in a controller extension based on the user's profile.
Note: Although custom controllers and controller extension classes execute in system mode and thereby ignore user permissions
and field-level security, you can choose whether they respect a user's organization-wide defaults, role hierarchy, and sharing rules
by using the with sharing keywords in the class definition. For information, see “Using the with sharing or without
sharing Keywords” in the Apex Developer Guide.

Where Can Visualforce Pages Be Used?
Developers can use Visualforce pages to:
• Override standard buttons, such as the New button for accounts, or the Edit button for contacts
• Override tab overview pages, such as the Accounts tab home page
• Define custom tabs
• Embed components in detail page layouts
• Create dashboard components or custom help pages
• Customize, extend, or integrate the sidebars in the Salesforce console (custom console components)
• Add menu items, actions, and mobile cards in Salesforce1
SEE ALSO:
Building a Custom Controller
Building a Controller Extension

Which Editions Support Visualforce?
Visualforce is available in Contact Manager, Group, Professional, Enterprise, Unlimited, Performance, and Developer Editions.

3

Introducing Visualforce

Which Permissions are Required for Visualforce Development?

Which Permissions are Required for Visualforce Development?
Visualforce development requires various permissions, depending on the specific activity.
User Permissions Needed
To enable Visualforce development mode:

“Customize Application”

To create, edit, or delete Visualforce pages:

“Customize Application”

To create and edit custom Visualforce components:

“Customize Application”

To edit custom Visualforce controllers or Apex

“Author Apex”

To set Visualforce page security:

“Manage Profiles and Permission Sets”

To set version settings for Visualforce pages:

“Customize Application”

To create, edit, or delete static resources:

“Customize Application”

To create Visualforce Tabs:

“Customize Application”

How is Visualforce Architected?
All Visualforce pages run entirely on the Force.com platform, both when a developer creates the page, and when an end user requests
a page, as shown in the following architecture diagrams.
Visualforce System Architecture - Development Mode

4

Introducing Visualforce

What are the Benefits of Visualforce?

When a developer finishes writing a Visualforce page and saves it to the platform, the platform application server attempts to compile
the markup into an abstract set of instructions that can be understood by the Visualforce renderer. If compilation generates errors, the
save is aborted and the errors are returned to the developer. Otherwise, the instructions are saved to the metadata repository and sent
to the Visualforce renderer. The renderer turns the instructions into HTML and then refreshes the developer's view, thereby providing
instantaneous feedback to the developer for whatever changes were made in the markup.
The architecture diagram below shows the process flow when a non-developer user requests a Visualforce page. Because the page is
already compiled into instructions, the application server simply retrieves the page from the metadata repository and sends it to the
Visualforce renderer for conversion into HTML.
Visualforce System Architecture - Standard User Mode

Note: Your Visualforce pages may be run on one of the force.com servers instead of a salesforce.com server.

SEE ALSO:
What is Visualforce?
What are the Benefits of Visualforce?
How Do Visualforce Pages Compare to S-Controls?

What are the Benefits of Visualforce?
As a markup language, Visualforce provides the following benefits:
User-friendly development
Developers can edit their Visualforce markup in the same window that displays the resulting page. Consequently, developers can
instantly verify the result of an edit just by saving their code. The Visualforce editor pane also includes auto-completion and syntax
highlighting.

5

Introducing Visualforce

When Should I Use Visualforce?

Visualforce also supports “quick fixes” that allow developers to create supporting components on the fly. For example, a developer
can define a new Visualforce page simply by logging in to Salesforce and then entering the name of the new page in a URL. Much
like a wiki, if the page does not yet exist, the platform creates it for you.
Integration with other Web-based user interface technologies
Because Visualforce markup is ultimately rendered into HTML, designers can use Visualforce tags alongside standard HTML, JavaScript,
Flash, or any other code that can execute within an HTML page on the platform, including Force.com platform merge fields and
expressions.
Model-View-Controller (MVC) style development
Visualforce conforms to the Model-View-Controller (MVC) development pattern by providing a clear division between the view of
an application (the user interface, defined by Visualforce markup), and the controller that determines how the application works (the
business logic, defined by a Visualforce controller written in Apex). With this architecture, designers and developers can easily split
up the work that goes with building a new application—designers can focus on the look and feel of the user interface, while
developers can work on the business logic that drives the app.
Concise syntax
Visualforce pages can implement the same functionality as s-controls but with approximately 90% fewer lines of code.
Data-driven defaults
Visualforce components are rendered intelligently by the platform. For example, rather than forcing page designers to use different
component tags for different types of editable fields (such as email addresses or calendar dates), designers can simply use a generic
 tag for all fields. The Visualforce renderer displays the appropriate edit interface for each field.
Hosted platform
Visualforce pages are compiled and rendered entirely by the Force.com platform. Because they are so tightly integrated, they display
the same performance as standard Salesforce pages, regardless of the amount of data being displayed or edited.
Automatically upgradeable
Visualforce pages do not need to be rewritten when other parts of the Force.com platform are upgraded. Because the pages are
stored as metadata, they are automatically upgraded with the rest of the system.

When Should I Use Visualforce?
The Salesforce prebuilt applications provide powerful CRM functionality. In addition, Salesforce provides the ability to customize the
prebuilt applications to fit your organization. However, your organization may have complex business processes that are unsupported
by the existing functionality. When this is the case, the Force.com platform includes a number of ways for advanced administrators and
developers to implement custom functionality. These include Visualforce, Apex, and the SOAP API.

Visualforce
Visualforce consists of a tag-based markup language that gives developers a more powerful way of building applications and customizing
the Salesforce user interface. With Visualforce you can:
• Build wizards and other multistep processes.
• Create your own custom flow control through an application.
• Define navigation patterns and data-specific rules for optimal, efficient application interaction.

Apex
Use Apex if you want to:

6

Introducing Visualforce

How Do Visualforce Pages Compare to S-Controls?

• Create Web services.
• Create email services.
• Perform complex validation over multiple objects.
• Create complex business processes that are not supported by workflow.
• Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object).
• Attach custom logic to another operation, such as saving a record, so that it occurs whenever the operation is executed, regardless
of whether it originates in the user interface, a Visualforce page, or from SOAP API.
For more information, see the Apex Developer Guide.

SOAP API
Use standard SOAP API calls if you want to add functionality to a composite application that processes only one type of record at a time
and does not require any transactional control (such as setting a Savepoint or rolling back changes).
For more information, see the SOAP API Developer's Guide.

How Do Visualforce Pages Compare to S-Controls?
Important: Visualforce pages supersede s-controls. Organizations that haven’t previously used s-controls can’t create them.
Existing s-controls are unaffected, and can still be edited.
Visualforce pages are considered the next-generation of s-controls and should be used instead of s-controls whenever possible, both
for their increased performance and the ease with which they can be written. The following table outlines the differences between
Visualforce pages and s-controls.
Visualforce Pages

S-Controls

Required technical skills

HTML, XML

HTML, JavaScript, Ajax Toolkit

Language style

Tag markup

Procedural code

Page override model

Assemble standard and custom
components using tags

Write HTML and JavaScript for entire page

Standard Salesforce component library Yes

No

Access to built-in platform behavior

Yes, through the standard controller

No

Data binding

Yes

No

Developers can bind an input component
(such as a text box) with a particular field
(such as Account Name). If a user saves a
value in that input component, it is also
saved in the database.

Developers can't bind an input component
with a particular field. Instead, they must
write JavaScript code that uses the API to
update the database with user-specified
field values.

Yes

No, must bring in Salesforce stylesheets
manually

Stylesheet inheritance

7

Introducing Visualforce

How is Visualforce Versioned?

Visualforce Pages

S-Controls

Respect for field metadata, such as
uniqueness

Yes, by default

Yes, if coded in JavaScript using a
describe API call

Interaction with Apex

Direct, by binding to a custom controller

Indirect, by using Apex webService
methods through the API

Performance

More responsive because markup is
generated on the Force.com platform

Less responsive because every call to the
API requires a round trip to the server—the
burden rests with the developer to tune
performance

Page container

Native

In an iFrame

If a user attempts to save a record that
violates uniqueness or requiredness field If a user attempts to save a record that
attributes, an error message is automatically violates uniqueness or requiredness field
displayed and the user can try again.
attributes, an error message is only
displayed if the s-control developer wrote
code that checked those attributes.

SEE ALSO:
What is Visualforce?
What are the Benefits of Visualforce?
How is Visualforce Architected?

How is Visualforce Versioned?
Starting with the Summer '09 release, Visualforce pages and components are versioned. When a page or component has a version
number, the functionality of older Visualforce elements does not change as new implementations are introduced. Visualforce versions
start at 15.0. If you try to set the version of a Visualforce page to a version earlier than 15.0, it will automatically be changed to 15.0.
To aid backwards-compatibility, each Visualforce page and custom component is saved with version settings for the specified version
of the API as well as the specific version of Visualforce. If the Visualforce page or component references installed managed packages,
the version settings for each managed package referenced by the page or component is saved too. This ensures that as Visualforce, the
API, and the components in managed packages evolve in subsequent versions, Visualforce pages and components are still bound to
versions with specific, known behavior.
Custom components that are referenced in Visualforce pages always perform under their own version number. Thus, if a custom
component is set at version 15.0, it always exhibits behavior from Visualforce version 15.0, whether running in a version 15.0 or a 16.0
page.
The release notes list any changes between Visualforce versions. The component reference also lists which Visualforce version a standard
component was introduced in, as well as whether a component or attribute was deprecated in a version.
To set the Salesforce API and Visualforce version for a Visualforce page or custom component:
1. Edit a Visualforce page or component and click Version Settings.
Note: You can only modify the version settings for a page or custom component on the Version Settings tab when editing
the page or component in Setup.

8

Introducing Visualforce

What’s New in Visualforce Version 41.0

2. Select the Version of the Salesforce API. This is also the version of Visualforce used with the page or component.
3. Click Save.
SEE ALSO:
Managing Version Settings for Custom Components
Managing Package Version Settings for Visualforce Pages and Components

What’s New in Visualforce Version 41.0
Review the current release notes for a summary of new and changed Visualforce features in the latest release.

Past Releases
Our archive of release notes includes details about features we introduced in previous releases.
• Summer ’17 Release Notes
• Spring ’17 Release Notes
• Winter ’17 Release Notes
• Summer ’16 Release Notes
• Spring ’16 Release Notes
• Winter ’16 Release Notes
• Summer ’15 Release Notes
• Spring ’15 Release Notes
• Winter ’15 Release Notes
• Summer ’14 Release Notes
• Spring ’14 Release Notes
• Winter ’14 Release Notes
• Summer ’13 Release Notes
• Spring ’13 Release Notes
• Winter ’13 Release Notes
• Summer ’12 Release Notes
• Spring ’12 Release Notes
• Winter ’12 Release Notes
• Summer ’11 Release Notes
• Spring ’11 Release Notes
• Winter ’11 Release Notes
• Summer ’10 Release Notes
• Spring ’10 Release Notes
• Winter ’10 Release Notes
• Summer ’09 Release Notes
• Spring ’09 Release Notes

9

Introducing Visualforce

Documentation Typographical Conventions

• Winter ’09 Release Notes
• Summer ’08 Release Notes
• Spring ’08 Release Notes
• Winter ’08 Release Notes
• Summer ’07 Release Notes
• Spring ’07 Release Notes
• Force.com Mobile 7.0 for BlackBerry Release Notes
• Force.com Mobile 6.1 for Windows Mobile 5 Release Notes
• Winter ’07 Release Notes
• Summer ’06 Release Notes
• Winter ’06 Release Notes
• Force.com Mobile 6.0 Release Notes
• Summer ’05 Release Notes
• Winter ’05 Release Notes
• Summer ’04 Release Notes
• Spring ’04 Release Notes
• Winter ’04 Release Notes

Documentation Typographical Conventions
Apex and Visualforce documentation uses the following typographical conventions.
Convention

Description

Courier font

In descriptions of syntax, monospace font indicates items that you should type as shown,
except for brackets. For example:
Public class HelloWorld

Italics

In descriptions of syntax, italics represent variables. You supply the actual value. In the following
example, three values need to be supplied: datatype variable_name [ = value];
If the syntax is bold and italic, the text represents a code element that needs a value supplied
by you, such as a class name or variable value:
public static class YourClassHere { ... }

Bold Courier font

In code samples and syntax descriptions, bold courier font emphasizes a portion of the code
or syntax.

<>

In descriptions of syntax, less-than and greater-than symbols (< >) are typed exactly as shown.




10

Introducing Visualforce

Convention

Documentation Typographical Conventions

Description



{}

In descriptions of syntax, braces ({ }) are typed exactly as shown.

Hello {!$User.FirstName}!


[]

In descriptions of syntax, anything included in brackets is optional. In the following example,
specifying value is optional:
data_type variable_name [ = value];

|

In descriptions of syntax, the pipe sign means “or”. You can do one of the following (not all).
In the following example, you can create a new unpopulated set in one of two ways, or you
can populate the set:
Set set_name
[= new Set();] |
[= new Set tag.
In addition, the View State tab displays only on pages using custom controllers or controller extensions.
The View State tab is composed of folder nodes. If you click any folder, a pie chart with a Content tab appears. This chart displays the
folder's child Visualforce custom controllers, Apex objects, or fields. You can see which elements contribute to the parent's overall size
by hovering over pieces of the graph. This is the same information as the individual text nodes. The chart requires Flash version 6 or
greater enabled on your browser.
Salesforce allows Visualforce pages to have a maximum view state size of 135 KB. The View State tab shows you which elements on your
page are taking up that space. A smaller view state size generally means quicker load times. To minimize your pages' view state, you
can optimize your Apex controller code and remove any superfluous Visualforce components used. For example:
• If you notice that a large percentage of your view state comes from objects used in controllers or controller extensions, consider
refining your SOQL calls to return only data that's relevant to the Visualforce page.
• If your view state is affected by a large component tree, try reducing the number of components your page depends on.
For more information on how to improve Visualforce using the View State tab, see Best Practices for Improving Visualforce Performance
on page 384.
The View State tab contains the following columns (in alphabetical order):

13

Tools for Visualforce Development

About the Visualforce Editor

Column

Description

% of Parent

The percent of the overall size that the custom controller, Apex
object, or field contributes to the parent.

Name

The name of the custom controller, Apex object, or field.

Size

The view state size of the custom controller, Apex object, or field.

Type

The type of custom controller, Apex object, or field.

Value

The value of the field.

The Name column contains nodes defining the various parts of your Visualforce page. They are (in alphabetical order):
Node

Description

Component Tree

This represents the overall structure of your page. Its size is affected
by the number of components you have on the page. Generally,
fewer components means a smaller component tree, which could
result in faster load times. You can see how much of your view
state size is made up from the component tree by clicking the
View State folder.

Internal

This represents the internal Salesforce data used by your Visualforce
page. This can't be controlled by developers. You can see how
much of your view state size is made up from internal elements
by clicking the State folder.

Expressions

This represents the data used by formula expressions defined in
your Visualforce page.

State

This folder contains all the Visualforce custom controllers, Apex
objects, or fields. By expanding the child Controller and Controller
Extension folders, you can see each object that's on the page, its
fields, and the value of those fields. Generally, these are dependent
on your Apex controller logic.

View State

This folder contains all the nodes. By clicking on it, you can find
overall information about your Visualforce page's view state. The
Capacity tab tells you how much of your allotted view state size is
being used. If you exceed that amount, the graph will also tell you
how many kilobytes you've gone over.

About the Visualforce Editor
When editing Visualforce pages through the development mode footer or from Setup, an editor is available with the following functionality:
Syntax highlighting
The editor automatically applies syntax highlighting for keywords and all functions and operators.

14

Tools for Visualforce Development

About the Visualforce Editor

Search ( )
Search enables you to search for text within the current page, class, or trigger. To use search, enter a string in the Search textbox
and click Find Next.
• To replace a found search string with another string, enter the new string in the Replace textbox and click replace to replace
just that instance, or Replace All to replace that instance and all other instances of the search string that occur in the page, class,
or trigger.
• To make the search operation case sensitive, select the Match Case option.
• To use a regular expression as your search string, select the Regular Expressions option. The regular expressions follow
JavaScript's regular expression rules. A search using regular expressions can find strings that wrap over more than one line.
If you use the replace operation with a string found by a regular expression, the replace operation can also bind regular expression
group variables ($1, $2, and so on) from the found search string. For example, to replace an 

tag with an

tag and keep all the attributes on the original

intact, search for and replace it with . Go to line ( ) This button allows you to highlight a specified line number. If the line is not currently visible, the editor scrolls to that line. Undo ( ) and Redo ( ) Use undo to reverse an editing action and redo to recreate an editing action that was undone. Font size Select a font size from the drop-down list to control the size of the characters displayed in the editor. Line and column position The line and column position of the cursor is displayed in the status bar at the bottom of the editor. This can be used with go to line ( ) to quickly navigate through the editor. Line and character count The total number of lines and characters is displayed in the status bar at the bottom of the editor. The editor supports the following keyboard shortcuts: Tab Adds a tab at the cursor SHIFT+Tab Removes a tab CTRL+f Opens the search dialog or searches for the next occurrence of the current search CTRL+r Opens the search dialog or replaces the next occurrence of the current search with the specified replacement string CTRL+g Opens the go to line dialog CTRL+s Performs a quick save. CTRL+z Reverses the last editing action CTRL+y Recreates the last editing action that was undone 15 Tools for Visualforce Development Accessing Metrics for Your Visualforce Pages Accessing Metrics for Your Visualforce Pages To query metrics on the Visualforce pages in your org, use the VisualforceAccessMetrics object in the Salesforce SOAP API. Make a SOQL query in Workbench to get information from the VisualforceAccessMetrics object. This is a sample SOQL call. SELECT ApexPageId,DailyPageViewCount,Id,MetricsDate FROM VisualforceAccessMetrics Each VisualforceAccessMetrics object tracks the daily page view count in the DailyPageViewCount field. The date the metrics were collected is specified in MetricsDate, and the ID of the tracked Visualforce page is specified in ApexPageId. Page views are tallied the day after the page is viewed, and each VisualforceAccessMetrics object is removed after 90 days. Using VisualforceAccessMetrics, you can track the number of views each Visualforce page in your org receives in a 24-hour time period. To find out how many views a page got over the course of multiple days, you can query multiple VisualforceAccessMetrics objects for the same ApexPageId. 16 CHAPTER 3 Getting a Quick Start with Visualforce To showcase the essential elements of Visualforce, this chapter includes a set of examples that demonstrate features of the language. While the examples do not go into every detail, rule, or exception for every tag or controller, new Visualforce developers can use this tutorial to understand how Visualforce works before proceeding to the more detailed descriptions in the remainder of this guide. The examples are broken up into beginner and advanced sections. The beginner examples primarily use Visualforce markup. The advanced examples use Force.com Apex code in addition to Visualforce markup. Advanced examples that require Apex are in their own chapter. Compiling Visualforce Successfully You can't save your Visualforce pages and components unless they correctly compile. Here's a list of things to watch out for when creating Visualforce pages: • Verify that your component tags start with the correct namespace identifier like apex:—that is, apex followed by a colon. • Make sure that every opening quote and bracket has a closing one. • Verify that the controller or controller extension is named correctly. • Visualforce pages and components created using Salesforce API version 19.0 or higher must be written as well-formed XML. In general, this means that elements must be correctly nested, non-empty elements must have an end tag, empty elements must be terminated with a closing slash (“/”), and so on. The World Wide Web Consortium (W3C) provides an article on the specifications of well-formed XML. The following exceptions are allowed: – Code that violates well-formed XML is permitted inside JavaScript. For example, you don't need to use tags in Visualforce. – Code that violates well-formed XML is permitted inside expressions. For example, you don't need to escape quotation marks inside formulas. – XML directives that are normally required at the beginning of a page—such as —can occur inside top-level container tags, like and . Creating Your First Page With development mode enabled, you can create your first Visualforce page by entering a URL for the page in your browser's address bar as follows: https://Salesforce_instance/apex/myNewPageName For example, if you want to create a page called “HelloWorld” and your Salesforce organization uses na3.salesforce.com, enter http://na3.salesforce.com/apex/HelloWorld. 17 Getting a Quick Start with Visualforce Creating Your First Page Because the page does not yet exist, you are directed to an intermediary page from which you can create your new page. Click Create Page to create it automatically. Note: If you do not have Visualforce development mode enabled, you can also create a new page from Setup by entering Visualforce Pages in the Quick Find box, then selecting Visualforce Pages, and then clicking New. Visualforce pages can always be edited from this part of setup, but to see the results of your edits you have to navigate to the URL of your page. For that reason, most developers prefer to work with development mode enabled so they can view and edit pages in a single window. A New Visualforce Page You now have a Visualforce page that includes default text. To edit your new page, click the Page Editor bar that appears at the bottom of the browser. It expands to show you the following Visualforce markup:

Congratulations

This is your new Apex Page: HelloWorld
This default markup includes the only required tag for any page— the tag that begins and ends any page markup. Embedded within the start and close tags is plain text, some of which is formatted with a standard HTML tag,

. As long as you keep the required tag you can add as much plain text or valid HTML to this page as you want. For example, after entering the following code and clicking Save in the Page Editor, the page displays the text “Hello World!” in bold: Hello World! Tip: Pay attention to warnings—the Visualforce editor displays a warning if you save a page with HTML that does not include a matching end tag for every opened tag. Although the page saves, this malformed HTML might cause problems in your rendered page. 18 Getting a Quick Start with Visualforce Displaying Field Values with Visualforce Displaying Field Values with Visualforce Visualforce pages use the same expression language as formulas—that is, anything inside {! } is evaluated as an expression that can access values from records that are currently in context. For example, you can display the current user's first name by adding the {!$User.FirstName} expression to a page: Hello {!$User.FirstName}! $User is a global variable that always represents the current user record. All global variables are referenced with a $ symbol. For a list of global variables that you can use in Visualforce, see Global Variables on page 650. To access fields from a record that is not globally available, like a specific account, contact, or custom object record, you need to associate your page with a controller. Controllers provide pages with the data and business logic that make your application run, including the logic that specifies how to access a particular object's records. While you can define a custom controller for any page with Apex, Salesforce includes standard controllers for every standard and custom object. For example, to use the standard controller for accounts, add the standardController attribute to the tag, and assign it the name of the account object: Hello {!$User.FirstName}! After you save your page, the Accounts tab is highlighted for the page, and the look-and-feel for the components on the page match the Accounts tab. Additionally, you can now access fields on the account record currently in context by using {!account.} expression syntax. For example, to display an account's name on a page, use {!account.name} in the page markup: Hello {!$User.FirstName}!

You are viewing the {!account.name} account.

The {!account.name} expression makes a call to the getAccount() method in the standard Account controller to return the record ID of the account currently in context. It then uses dot notation to access the name field for that record. Note: When you save a page, the value attribute of all input components—, , and so on—is validated to ensure it’s a single expression, with no literal text or white space, and is a valid reference to a single controller method or object property. An error will prevent saving the page. To bring an account record into the current context, you must add a query parameter to the page URL that specifies the ID of the record. To do this: 1. Find the ID of an account by any means you wish. One easy way is to view the detail page of an account record and copy the character code at the end of the URL. For example, if you navigate to an account detail page with the following URL: https://na3.salesforce.com/001D000000IRt53 Then 001D000000IRt53 is the ID for the account. 2. Back on your page, add the account ID as a query string parameter to the URL in your browser's address bar. For example, if your page is located at: https://na3.salesforce.com/apex/HelloWorld2 19 Getting a Quick Start with Visualforce Using the Visualforce Component Library Add ?id=001D000000IRt53 to the end of the URL: https://Salesforce_instance/apex/HelloWorld2?id=001D000000IRt53 Note: If you use the id parameter in a URL, it must refer to the same entity referred to in the standard controller. Once an account ID is specified in the URL, the page displays the appropriate account name, as shown in the following figure. Displaying Account Data in a Visualforce Page Using the Visualforce Component Library Up to this point, the only Visualforce tag that has been used in the examples is the mandatory tag that must be placed at the start and end of all Visualforce markup. However, just as you can insert images or tables into an HTML document with the or tags, respectively, you can add user interface components to your Visualforce pages using tags that are defined in the Visualforce component library. For example, to add a component that looks like a section on a detail page, use the component tag: You are viewing the {!account.name} account. 20 Getting a Quick Start with Visualforce Using the Visualforce Component Library The Component Tags also exist for other common Salesforce interface components, such as related lists, detail pages, and input fields. For example, to add the content of a detail page, use the component tag: You are viewing the {!account.name} account. The Component Without Attributes Without any specified attributes on the tag, displays the complete detail view for the context record. If you want to modify properties such as which record details are displayed, or whether related lists or the title appear, you can use attributes on the tag. For example, the following markup displays the details of the context account's owner, without related lists or a colored title bar: 21 Getting a Quick Start with Visualforce Overriding an Existing Page with a Visualforce Page You are viewing the {!account.name} account. The Component Without Related List or Title Elements If a component is updated or edited, the Visualforce page that references it is also updated. To browse the component library, click Component Reference in the Page Editor. From this page you can drill down into any component to see the attributes that are available for each, including any custom components that you define. SEE ALSO: Standard Component Reference Overriding an Existing Page with a Visualforce Page Suppose you want to change the format of an existing page, such as the standard account detail page. All the information for an account displays on a single page. If there's a lot of information, you might end up doing a lot of scrolling. Using a Visualforce page you can make each section for an account display in a tab, such as contacts, opportunities, and so on. First, create a new Visualforce page using the quick fix. 1. In your browser, add the text /apex/tabbedAccount to the URL for your Salesforce instance. For example, if your Salesforce instance is https://na1.salesforce.com, the new URL would be https://na1.salesforce.com/apex/tabbedAccount. You will get the following error message: 22 Getting a Quick Start with Visualforce Overriding an Existing Page with a Visualforce Page 2. Click Create Page tabbedAccount to create the new page. 3. Click the Page Editor link in the bottom left corner of the page. This displays the code for the new page, which should look like this:

Congratulations

This is your new Page: tabbedAccount
4. Replace the existing code with the following and click Save: 5. Notice that there is no data in the Account page. You need to specify the ID of a particular account in the URL, as you've done with previous pages, for example, https://Salesforce_instance/apex/tabbedAccount?id=001D000000IRt53. After you add in an account ID, your page should display as follows: 23 Getting a Quick Start with Visualforce Overriding an Existing Page with a Visualforce Page Things to note about the page markup: •

New Account Name!

36 Getting a Quick Start with Visualforce Converting a Page to a PDF File
Things to note about the page: •

This is some strong text!

This example references a style sheet that is defined as a static resource. First, create a style sheet and upload it as a static resource named customCSS. h1 { color: #f00; } p { background-color: #eec; } newLink { color: #f60; font-weight: bold; } Next, create a page that refers to this static resource.

Testing Custom Stylesheets

This text could go on forever...

But it won't!

Click here to switch to www.salesforce.com
50 Customizing the Appearance and Output of Visualforce Pages Suppressing the Salesforce User Interface and Styles Tip: If you’re not using Salesforce styles, you can shrink your page size by preventing the standard Salesforce style sheets from loading. To prevent loading, set the standardStylesheets attribute on the component to false. If you don’t load the Salesforce style sheets, components that require them don’t display correctly. Visualforce components that produce HTML have pass-through style and styleClass attributes. These attributes allow you to use your own styles and style classes to control the look and feel of the resulting HTML. style allows you to set styles directly on a component, while styleClass lets you attach classes for styles defined elsewhere. For example, the following code sets the class of the and applies a style. To apply a style using a DOM ID, use CSS attribute selectors for the style definition. See Defining Styles for a Component’s DOM ID on page 52. If you intend to use images in your style sheet, zip the images with the CSS file, and upload the file as a single static resource. For example, suppose your CSS file has a line like the following. body { background-image: url("images/dots.gif") } Combine the entire images directory and the parent CSS file into a single zip file. In this example, the zip file resource name is myStyles. Warning: If a style sheet has an empty string in a url value, you can’t render that page as a PDF. For example, the style rule body { background-image: url(""); } prevents any page that includes the rule from being rendered as a PDF. Suppressing the Salesforce User Interface and Styles By default, Visualforce pages adopt the same visual styling and user interface “chrome” as the rest of Salesforce. This makes it easy for you to create pages that look like they’re built right into Salesforce. If you don’t want a page to have the Salesforce look and feel, you can suppress various aspects of the Salesforce page and visual design. It’s easy to create pages with a different look and feel. You can change the page-level user interface resources added by Visualforce using the following attributes on the component. • sidebar—Set to false to suppress the standard sidebar. Removing the sidebar gives your page a wider canvas. For example, you can show more columns in a table. 51 Customizing the Appearance and Output of Visualforce Pages Defining Styles for a Component’s DOM ID This attribute doesn’t affect the rest of the Salesforce look and feel. You can continue to use components like , , and that render with Salesforce user interface styling. • showHeader—Set to false to suppress the standard Salesforce page design. The header, tabs, and sidebar are removed, along with their associated style sheets and JavaScript resources. You have a blank page ready to fill in with your own user interface. It does not, however, suppress all the style sheets that provide the Salesforce visual design. Visualforce components that you add to the page continue to adopt the Salesforce visual design. • standardStylesheets—Set to false, along with setting showHeader to false, to suppress the inclusion of the style sheets that support the Salesforce visual design. When you suppress the standard style sheets, your page is completely unstyled, except for your own style sheets. Note: If you don’t load the Salesforce style sheets, components that require them don’t display correctly. Setting this attribute to false has no effect if showHeader isn’t also set to false. Defining Styles for a Component’s DOM ID Use CSS attribute selectors for the style definition if you want to apply a style using a DOM ID. Attribute selectors rely on the definition of an attribute, rather than an HTML tag, to apply a CSS style. You can set the id value on any Visualforce component to set its DOM ID. However, the id in the rendered HTML is usually preprended with the id of parent components, as part of Visualforce’s automatic ID generation process. For instance, the actual HTML id of the following code is j_id0:myId: Your CSS should take this into consideration by using an attribute selector: This selector matches any DOM ID that contains “myId” anywhere within the ID, so the id you set on a Visualforce component should be unique on the page if you intend to use it for styling purposes. Using Styles from Salesforce Stylesheets Salesforce uses different stylesheets (.css files) throughout the application to ensure that every tab conforms to the Salesforce look and feel. These stylesheets are automatically included on a Visualforce page unless you specify false for the showHeader attribute of the tag. Warning: Salesforce stylesheets aren’t versioned, and the appearance and class names of components change without notice. Salesforce strongly recommends that you use Visualforce components that mimic the look-and-feel of Salesforce styles instead of directly referencing—and depending upon—Salesforce stylesheets. When you disable the inclusion of the Salesforce stylesheets, only your custom stylesheets affect the styling of the page. For the purposes of building up styles that partially or fully match the Salesforce look and feel, you might want to look at and use selected contents from the default stylesheets. 52 Customizing the Appearance and Output of Visualforce Pages Identifying the Salesforce Style Your Users See The following stylesheets contain style classes you can reference. They are located in the /dCSS/ directory of your Salesforce instance. • dStandard.css – Contains the majority of style definitions for standard objects and tabs. • allCustom.css – Contains style definitions for custom tabs. Important: Salesforce doesn’t provide notice of changes to or documentation of the built-in styles. Use at your own risk. Identifying the Salesforce Style Your Users See When you’re creating a Visualforce page, it’s often useful to know the Salesforce look and feel your user expects, in order to render a page that matches their style. For example, some users have the choice to customize their look and feel. You’ll need to design your Visualforce pages to take these differences into consideration. There are two global variables that can help you identify which style a user sees: $User.UITheme and $User.UIThemeDisplayed. The difference between the two variables is that $User.UITheme returns the look and feel the user is supposed to see, while $User.UIThemeDisplayed returns the look and feel the user actually sees. For example, a user may have the preference and permissions to see the Lightning Experience look and feel, but if they are using a browser that doesn’t support that look and feel, for example, older versions of Internet Explorer, $User.UIThemeDisplayed returns a different value. Both variables return one of the following values: • Theme1—Obsolete Salesforce theme • Theme2—Salesforce Classic 2005 user interface theme • Theme3—Salesforce Classic 2010 user interface theme • Theme4d—Modern “Lightning Experience” Salesforce theme • Theme4t—Salesforce1 mobile Salesforce theme • PortalDefault—Salesforce Customer Portal theme • Webstore—Salesforce AppExchange theme Suppose a developer has hard coded some CSS styles to resemble Salesforce. In order to preserve the same look and feel on the Visualforce page for new styles, the developer needs to select between several stylesheets to handle the preferences of the user. The following example shows one possible way of accomplishing this: Notice in this example that: • Using the rendered attribute you can “toggle” which sections display. • Since the tag doesn't have a rendered attribute, you’ll need to wrap it in a component that does. 53 Customizing the Appearance and Output of Visualforce Pages HTML Comments and IE Conditional Comments Even if a new look and feel is enabled for your users, they may not be running the right browser or accessibility settings to see it. Here’s a code example that makes use of the $User.UITheme variable to present alternate information to the user: We've noticed that the new look and feel is enabled for your organization. However, you can't take advantage of its brilliance. Please check with your administrator for possible reasons for this impediment. Notice that although $User.UITheme equals Theme3, $User.UIThemeDisplayed doesn’t, and so the page won’t render to its full potential. HTML Comments and IE Conditional Comments Visualforce removes most HTML and XML comments from the page before rendering, without processing their contents. Internet Explorer conditional comments, however, won’t be removed, allowing you to include IE-specific resources and meta tags. Internet Explorer conditional comments are most commonly used to address browser compatibility issues, generally with older versions of IE. Although conditional comments work wherever they’re used on the page, they’re frequently placed inside the page’s tags, where they can be used to include version-specific stylesheets or JavaScript compatibility “shims.” To place conditional comments inside a page’s tag, disable the standard Salesforce header, sidebar, and stylesheets, and add your own and tags:

Browser Compatibility

It's not just a job. It's an adventure.

54 Customizing the Appearance and Output of Visualforce Pages HTML Tags Added or Modified by Visualforce
Visualforce doesn’t support or evaluate Visualforce tags, for example, , within standard HTML comments. However, it will evaluate the following expressions within IE conditional comments: • Global variables, such as $Resource and $User • The URLFOR() function See Microsoft’s documentation for Internet Explorer conditional comments for further details of how to use them. HTML Tags Added or Modified by Visualforce By default, Visualforce automatically adds required HTML tags to a page to ensure the result is a valid HTML (and XML) document. You can relax and even override this behavior. For pages using this automatic behavior, Visualforce adds HTML tags in two contexts: a simpler GET request context, when a page is initially loaded and rendered; and a POSTBACK context, when an is submitted back, an Ajax request is made using an tag, and so on. In a GET context, the HTML rendered by Visualforce is somewhat relaxed. It adds tags to wrap the page, tags to wrap the page’s title and any stylesheets or scripts added to the page using or , and tags to wrap the page’s content. HTML generated by other Visualforce tags will be complete and valid HTML, and you can’t save a Visualforce page with invalid static XML. However, HTML added by expressions that access controller methods, sObject fields, and other non-Visualforce sources isn’t validated by Visualforce before it’s returned. It’s therefore possible to return an invalid XML document via a GET request. In a POSTBACK context, Visualforce is more strict. Because the contents of the request might need to be inserted into an existing DOM, the response HTML is post-processed to ensure it’s valid. This “tidying” fixes missing and unclosed tags, removes invalid tags or attributes, and otherwise cleans up invalid HTML so that it will insert cleanly into the DOM of any page it’s returned back to. This behavior is intended to ensure that tags that update an existing DOM, such as , work reliably. Relaxed Tidying for the HTML5 Doctype To relax the default HTML tidying for HTML5 applications where it causes problems, set the docType to “html-5.0” and the API version to 28.0 or greater. Beginning in API version 28.0, the tidying behavior for Visualforce pages with docType="html–5.0" changed for the POSTBACK context, so that HTML5 tags and attributes aren’t stripped away. Visualforce always validates the XML correctness of every page when it’s saved, and requires that the page be well-formed XML, but post-process tidying no longer removes unknown tags or attributes for POSTBACK requests. This should make it much easier to work with HTML5 and JavaScript frameworks that use HTML attributes extensively. It’s worth remembering that while modern browsers are very good at doing their own tidying, that behavior is less consistent than rendering valid markup. Reduced HTML tidying in html–5.0 mode represents a smaller safety net, in return for significantly increased flexibility. We recommend you use this relaxed tidying mode only on HTML5 pages that need it, and with HTML validation and debugging tools in hand. Note: In API version 28.0 or greater, the scope of how the docType is determined for a page is different. When child pages are added to a root page using , if any page in the hierarchy is set to docType="html–5.0" and the root page is set to API version 28.0 or later, the entire page hierarchy is rendered in html–5.0 mode. 55 Customizing the Appearance and Output of Visualforce Pages Manually Override Automatic and Tag Generation Manually Override Automatic and Tag Generation Use the applyHtmlTag and applyBodyTag attributes of the tag to suppress the automatic generation of and tags, in favor of static markup you add to the page yourself. Here’s an example that illustrates how to do this:

Congratulations!

This page looks almost like HTML5!

The attributes act independently of each other; you can use them in any combination of true, false, or unset. When both attributes are set to true, the default, automatic generation of and tags is preserved. When either is set to false, you are fully responsible for adding the corresponding tags to your markup. In this mode, Visualforce won’t prevent you from creating nonsense tag combinations or attributes that give even modern browsers fits. Note: A section is always generated if required, regardless of the values for applyHtmlTag and applyBodyTag. For example, a tag is generated if you use or tags, set the page title, and so on. There’s one exception to this rule. If applyHtmlTag is set to false and there are no other elements in the page except for , no is generated. For example, the following code automatically adds tags, but doesn’t add a section: This behavior shouldn’t cause problems for real-world pages. The applyHtmlTag attribute is available on the tag for Visualforce pages set to API version 27.0 or higher. The applyBodyTag attribute is available on the tag for Visualforce pages set to API version 28.0 or higher. They both have the following additional restrictions: • The showHeader attribute must be set to false for the page, for example, . • The contentType attribute must be set to “text/html” (the default). • The values for the top level, or outermost, tag are used; applyHtmlTag and applyBodyTag attributes on pages added using the tag are ignored. 56 Customizing the Appearance and Output of Visualforce Pages Creating an Empty HTML5 “Container” Page Creating an Empty HTML5 “Container” Page Use an empty container page when you want to bypass most of Visualforce and add your own markup. A container page is especially useful for HTML5 and mobile development, and other web apps for which standard Visualforce output isn’t desired. You use Remote Objects, JavaScript remoting, or other Force.com APIs to make service requests and then render the results with JavaScript. The following code provides a sample container page to start with. HTML5 Container Page

An Almost Empty Page

This is a very simple page.

The component and its attributes is the core of a container page’s definition. • docType="html-5.0" sets the page to use the modern HTML5 docType. • applyHtmlTag="false" and applyBodyTag="false" tell Visualforce that your markup supplies the and tags so that it doesn’t generate its own. Note: When you set applyHtmlTag or applyBodyTag to false, the title attribute of the component is ignored. • The showHeader="false", sidebar="false", and standardStylesheets="false" attributes suppress the standard header, sidebar, and style sheets that add the Salesforce user interface and visual design to Visualforce pages. The tag isn’t required in a container page, but it’s a good idea to include it. If you need to add values to the element, you must add the tag yourself. In that case, Visualforce adds any of its required values to your . Otherwise, Visualforce renders its own to add any necessary values. You can use Visualforce components, such as , , and , to reference static resources on the page. The output of and is added to the element. If you didn’t include one, Visualforce adds its own. The output is rendered wherever you place it on the page. Note: An “empty” Visualforce page renders the minimum amount of HTML markup, but it isn’t completely empty, or free of resources you don’t control. JavaScript code that’s essential for Visualforce, such as instrumentation, is still added. Visualforce also automatically adds resources required for markup you add. For example, references to Remote Objects or JavaScript remoting resources, if you use them in your code. 57 Customizing the Appearance and Output of Visualforce Pages Using a Custom Doctype Using a Custom Doctype You can specify a different “doctype” (document type, or DTD) for a Visualforce page by using the docType attribute on the tag. This changes the doctype declaration at the beginning of the page. This is particularly useful if you’re working with HTML5, and might also allow you to address browser compatibility issues. By default, Visualforce pages are served with a doctype of HTML 4.01 Transitional. Specifically, pages begin with this doctype declaration: You can specify a different doctype for a Visualforce page by using the docType attribute on the tag. The docType attribute takes a string representing the document type. The format of the string is: -[-] where • doctype is either html or xhtml • version is a decimal version number valid for the doctype • variant, if included, is: – strict, transitional, or frameset for all html document types and the xhmtl-1.0 document type, or – or basic for the xhmtl-1.1 document type If an invalid document type is specified, the default doctype is used. For more information about valid HTML doctypes, see the list at the W3C website. Note: In API 28.0 and greater, the scope of how the docType is determined for a page depends on the entire page hierarchy, not just the main page. When pages are added to the main page using the tag, if any page in the hierarchy is set to docType="html-5.0", the entire page hierarchy is rendered in that mode. Custom Doctype Example To create a Visualforce page with an XHTML 1.0 Strict document type, use the docType attribute on the tag, and specify a value of xhtml-1.0-strict:

This is Strict XHTML!

Remember to close your tags correctly:

Note: Visualforce doesn’t alter markup generated by components to match the doctype, nor the markup for standard Salesforce elements such as the header and sidebar. Salesforce elements are valid for most doctypes and function properly with any doctype, but if you choose a strict doctype and wish to pass an HTML validation test, you might need to suppress or replace the standard Salesforce elements. 58 Customizing the Appearance and Output of Visualforce Pages Using a Custom ContentType Using a Custom ContentType You can specify a different format for a Visualforce page by using the ContentType attribute on the tag. This sets the Content-Type HTTP header for the response to the value of the page’s ContentType attribute. The ContentType attribute takes a Multipurpose Internet Mail Extension (MIME) media type as a value, such as application/vnd.ms-excel, text/csv, or image/gif. Note: Browsers can behave unpredictably if you set an invalid ContentType. For more information about valid MIME media types, see http://www.iana.org/assignments/media-types/. Microsoft Excel ContentType Example To display Visualforce page data in a Microsoft Excel spreadsheet, use the contentType attribute on the tag, and specify a value of application/vnd.ms-excel. For example, the following page builds a simple list of contacts. It’s a simplified version of the example shown in Building a Table of Data in a Page on page 38. To display this page in Excel, add the contentType attribute to the tag, as follows: If the page doesn’t display properly in Excel, try a different MIME type, such as text/csv. Setting Custom HTML Attributes on Visualforce Components You can add arbitrary attributes to many Visualforce components that are “passed through” to the rendered HTML. This is useful, for example, when using Visualforce with JavaScript frameworks, such as jQuery Mobile, AngularJS, and Knockout, which use data-* or other attributes as hooks to activate framework functions. 59 Customizing the Appearance and Output of Visualforce Pages Setting Custom HTML Attributes on Visualforce Components Pass-through attributes can also be used to improve usability with HTML5 features such as placeholder “ghost” text, pattern client-side validation, and title help text attributes. Important: The behavior of HTML5 features is determined by the user’s browser, not Visualforce, and varies considerably from browser to browser. If you want to use these features, test early and often on every browser and device you plan to support. To add a pass-through attribute to, for example, an component, prefix the attribute with “html-” and set the attribute value as normal. This produces the following HTML output. ...
Every attribute that begins with “html-” is passed through to the resulting HTML, with the “html-” removed. Note: Pass-through attributes that conflict with built-in attributes for the component generate a compilation error. Pass-through attributes are supported by the following Visualforce components. • 60 Customizing the Appearance and Output of Visualforce Pages Setting Custom HTML Attributes on Visualforce Components • For additional information about individual components, including the specifics of where pass-through attributes are added to their rendered HTML, see Standard Component Reference on page 394. To create HTML markup that can’t be generated using components that support pass-through attributes, combine Visualforce tags with static HTML. For example, to create a jQuery Mobile listview, combine the tag with the HTML tags you need. Pass-through attributes aren’t supported in dynamic Visualforce. 61 Customizing the Appearance and Output of Visualforce Pages Offline Caching Using the HTML5 manifest Attribute Offline Caching Using the HTML5 manifest Attribute Use the manifest attribute of the tag to set an HTML5 cache manifest for offline caching of a page’s critical resources. The value of the manifest attribute is passed through to the generated HTML. For example:

Congratulations!

This page looks almost like HTML5!

Renders the following tag: The manifest attribute is available on the tag for Visualforce pages set to API version 28.0 or higher, and also requires that the applyHtmlTag is set to true (the default). You can use Visualforce to provide a page’s cache manifest. For example, the CacheManifest page referenced above might be: CACHE MANIFEST index.html stylesheet.css images/logo.png scripts/main.js Render a Visualforce Page as a PDF File You can generate a downloadable, printable PDF file of a Visualforce page using the PDF rendering service. Convert a page to PDF by changing the tag. A Visualforce page rendered as a PDF file displays either in the browser or is downloaded, depending on the browser’s settings. Specific behavior depends on the browser, version, and user settings, and is outside the control of Visualforce. The following page includes some account details and renders as a PDF file.

Welcome to Universal Samples!

62 Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as a PDF File

Thank you, , for becoming a new account with Universal Samples.

Your account details are:

Account Name
Account Rep
Customer Since
63 Customizing the Appearance and Output of Visualforce Pages Add a Save as PDF Feature to a Visualforce Page A Visualforce Page Rendered as a PDF File Add a Save as PDF Feature to a Visualforce Page You can add a Save as PDF element to a page to dynamically toggle between rendering the page as HTML or as a PDF file. You can also set the name for the PDF file. The following page presents a list of contacts for an account. You can display it on screen, or download it as a PDF file by clicking the Save to PDF link. /apex/AccountContactsPdf?id=001D000000JRBet --> 64 Customizing the Appearance and Output of Visualforce Pages Add a Save as PDF Feature to a Visualforce Page

Contacts for {! Account.Name}

}"/> }"/> }"/>
contentType:
renderingService:
This example has two important elements. First, the renderAs and contentType attributes of the component are set dynamically using expressions. The values of these expressions control into which format the page is rendered. The other element is the , which provides a user interface for saving the page to PDF. The form has one element, an that calls the saveToPdf action method. An component provides a name for the PDF file, which is used in the controller code to set the file name. The form is only displayed when the page is rendered as HTML; it’s not visible in the PDF version. This display trick is accomplished by setting the rendered attribute on the component to false when the page is rendered as a PDF file. Here’s the controller extension, which you can easily reuse in your own pages. public class SaveAsPdfExtension { // Required extension constructor (empty, no-op) public SaveAsPDFExtension(ApexPages.StandardController controller) {} // Determines what kind of rendering to use for the page request public String renderingService { get; private set; } // Allow the page to set the PDF file name public String renderedFileName { get; set { renderedFileName = this.sanitizeFileName(value); } } // Rendered content MIME type, used to affect HTTP response public String renderedContentType { get { String renderedContentType = 'text/html'; // the default if( ! this.renderingAsHtml() ) { // Provides a MIME type for a PDF document renderedContentType = 'application/pdf'; 65 Customizing the Appearance and Output of Visualforce Pages Add a Save as PDF Feature to a Visualforce Page // Add a file name for the PDF file if( this.renderedFileName != null) { // This is supposed to set the file name, but it doesn't work renderedContentType += '#' + this.renderedFileName; // This is a work-around to set the file name ApexPages.currentPage().getHeaders().put( 'content-disposition', 'attachment; filename=' + this.renderedFileName); } } return renderedContentType; } } // Are we rendering to HTML or PDF? public Boolean renderingAsHtml() { return ( (renderingService == null) || ( ! renderingService.startsWith('PDF')) ); } // Action method to save (or "print") to PDF public PageReference saveToPdf() { renderingService = 'PDF'; return null; } // Private helper -- basic, conservative santization private String sanitizeFileName(String unsafeName) { String allowedCharacters = '0-9a-zA-Z-_.'; String sanitizedName = unsafeName.replaceAll('[^' + allowedCharacters + ']', ''); // You might also want to check filename length, // that the filename ends in '.pdf', etc. return(sanitizedName); } } The main part of the extension is simple. The renderingService property controls whether the page is rendered in HTML or PDF. Its value defaults to null when the page is loaded, and changes to “PDF” if the saveToPdf action method is called. The renderAs attribute of the component references renderingService. When it’s anything other than “PDF” the page renders normally as HTML. When it’s “PDF” the page—you guessed it—renders as a PDF file. The renderedContentType property provides a MIME type value that is used by the contentType attribute of the Visualforce component. Setting this value affects the server response. It adds an HTTP header that tells the client browser the format of the response—in this case, either HTML or PDF. The renderedContentType property also sets the file name for the downloaded PDF file. It gets the file name from the renderedFileName property, which is set using the component in the page. Although it’s documented that appending “#” and a file name to the contentType sets the file name that’s sent to the client browser, this convention doesn’t work. Therefore, a header is set to provide the file name. 66 Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex If you don’t need to set the file name for the PDF download, you can ignore the renderedContentType and renderedFileName properties. This simpler approach to adding a save to PDF function is demonstrated in Fonts Available When Using Visualforce PDF Rendering on page 71. Render a Visualforce Page as PDF from Apex You can use the PageReference.getContentAsPDF() method in Apex to render a Visualforce page as PDF data. Then use Apex code to convert that PDF data to an email attachment, a document, a Chatter post, and so on. The following example is a simple three element form that selects an account and a report format, and then sends the resulting report to the specified email address.

Select a recently modified account to summarize.

67 Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex This page is a simple user interface. When you’re generating a PDF file from Apex, all the action is in the Apex code. In this example, that code is in the PdfEmailerController class that’s specified as the page’s controller. public with sharing class PdfEmailerController { // Form fields public Id selectedAccount { get; set; } public String selectedReport { get; set; } public String recipientEmail { get; set; } // Account selected on Visualforce page // Report selected // Send to this email // Action method for the [Send Account Summary] button public PageReference sendReport() { // NOTE: Abbreviated error checking to keep the code sample short // You, of course, would never do this little error checking if(String.isBlank(this.selectedAccount) || String.isBlank(this.recipientEmail)) { ApexPages.addMessage(new ApexPages.Message(ApexPages.Severity.ERROR, 'Errors on the form. Please correct and resubmit.')); return null; // early out } // Get account name for email message strings Account account = [SELECT Name FROM Account WHERE Id = :this.selectedAccount LIMIT 1]; if(null == account) { // Got a bogus ID from the form submission ApexPages.addMessage(new ApexPages.Message(ApexPages.Severity.ERROR, 'Invalid account. Please correct and resubmit.')); return null; // early out } // Create email Messaging.SingleEmailMessage message = new Messaging.SingleEmailMessage(); message.setToAddresses(new String[]{ this.recipientEmail }); message.setSubject('Account summary for ' + account.Name); message.setHtmlBody('Here\'s a summary for the ' + account.Name + ' account.'); // Create PDF PageReference reportPage = (PageReference)this.reportPagesIndex.get(this.selectedReport); reportPage.getParameters().put('id', this.selectedAccount); Blob reportPdf; 68 Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex try { reportPdf = reportPage.getContentAsPDF(); } catch (Exception e) { reportPdf = Blob.valueOf(e.getMessage()); } // Attach PDF to email and send Messaging.EmailFileAttachment attachment = new Messaging.EmailFileAttachment(); attachment.setContentType('application/pdf'); attachment.setFileName('AccountSummary-' + account.Name + '.pdf'); attachment.setInline(false); attachment.setBody(reportPdf); message.setFileAttachments(new Messaging.EmailFileAttachment[]{ attachment }); Messaging.sendEmail(new Messaging.SingleEmailMessage[]{ message }); ApexPages.addMessage(new ApexPages.Message(ApexPages.Severity.INFO, 'Email sent with PDF attachment to ' + this.recipientEmail)); return null; // Stay on same page, even on success } /***** Form Helpers *****/ // Ten recently-touched accounts, for the Account selection menu public List recentAccounts { get { if(null == recentAccounts){ recentAccounts = new List(); for(Account acct : [SELECT Id,Name,LastModifiedDate FROM Account ORDER BY LastModifiedDate DESC LIMIT 10]) { recentAccounts.add(new SelectOption(acct.Id, acct.Name)); } } return recentAccounts; } set; } // List of available reports, for the Summary Format selection menu public List reportFormats { get { if(null == reportFormats) { reportFormats = new List(); for(Map report : reports) { reportFormats.add(new SelectOption( (String)report.get('name'), (String)report.get('label'))); } } return reportFormats; 69 Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex } set; } /***** Private Helpers *****/ // List of report templates to make available // These are just Visualforce pages you might print to PDF private Map reportPagesIndex; private List> reports { get { if(null == reports) { reports = new List>(); // Add one report to the list of reports Map simpleReport = new Map(); simpleReport.put('name', 'simple'); simpleReport.put('label', 'Simple'); simpleReport.put('page', Page.ReportAccountSimple); reports.add(simpleReport); // Add your own, more complete list of PDF templates here // Index the page names for the reports this.reportPagesIndex = new Map(); for(Map report : reports) { this.reportPagesIndex.put( (String)report.get('name'), (PageReference)report.get('page')); } } return reports; } set; } } This Apex controller can be conceptually divided into four parts. • The three public properties at the beginning capture the values submitted by the three input elements on the form. • The sendReport() action method fires when the Send Account Summary button is clicked. • The two public helper properties supply the values to use in the two select list input elements. • The private helpers at the end encapsulate the list of possible PDF report formats. You can add your own report by creating a Visualforce page and then adding an entry for it in this section. When the sendReport() action method fires, the code does the following. • It performs rudimentary error checking to ensure that the form fields have useful values. Note: This error checking is inadequate for a form that must survive contact with real people. In your production code perform more complete form validation. • Next it uses the value of the selected account to look up the name of that account. The account name is used in text that’s added to the email message. This lookup is also an opportunity to further validate the form value and ensure that a real account was selected. • It uses the Messaging.SingleEmailMessage class to assemble an email message, setting the To, Subject, and Body email message values. 70 Customizing the Appearance and Output of Visualforce Pages Fonts Available When Using Visualforce PDF Rendering • The code creates a PageReference for the selected report format and then sets a page request parameter on it. The parameter is named “id”, and its value is set to the selected account’s ID. This PageReference represents a specific request to access this page in the context of the specified account. When getContentAsPdf() is called, the referenced Visualforce page has access to the specified account, and the page is rendered with that account’s details. • Finally, the PDF data is added to an attachment, and the attachment is added to the email message created earlier. The message is then sent. When using PageReference.getContentAsPdf(), the return type of the method call is Blob, which stands for “binary large object.” In Apex, the Blob data type represents untyped binary data. It’s only when the reportPdf variable is added to the Messaging.EmailFileAttachment with a content type of “application/pdf” that the binary data becomes a PDF file. In addition, the call to getContentAsPdf() is wrapped in a try/catch block. If the call fails, the catch replaces the hoped for PDF data with a Blob version of the exception’s message text. Rendering a Visualforce page as PDF data is treated semantically as a callout to an external service for various reasons. One reason is that the rendering service can fail in all the same ways that an external service can fail. For instance, the page references external resources that aren’t available. Another example is when the page contains too much data—usually in the form of images—or the rendering time exceeds a limit. For this reason, always wrap the getContentAsPdf() rendering call in a try/catch block when rendering a Visualforce page as PDF data in Apex. For completeness, here’s the report template page that’s rendered into PDF data by the Apex code. /apex/ReportAccountSimple?id=001D000000JRBet -->

Account Summary for {! Account.Name }

Phone
Fax
Website

Fonts Available When Using Visualforce PDF Rendering Visualforce PDF rendering supports a limited set of fonts. To ensure that PDF output renders as you expect, use the supported font names. For each typeface, the first font-family name listed is recommended. Typeface font-family Values Arial Unicode MS • Arial Unicode MS Helvetica • sans-serif 71 Customizing the Appearance and Output of Visualforce Pages Typeface Fonts Available When Using Visualforce PDF Rendering font-family Values • SansSerif • Dialog Times • serif • Times Courier • monospace • Courier • Monospaced • DialogInput Note: • These rules apply to server-side PDF rendering. Viewing pages in a web browser can have different results. • Text styled with a value not listed here uses Times. For example, if you use the word “Helvetica,” it renders as Times, because that’s not a supported value for the Helvetica font. We recommend using “sans-serif”. • Arial Unicode MS is the only multibyte font available. It’s the only font that provides support for the extended character sets of languages that don’t use the Latin character set. • Web fonts aren’t supported when the page is rendered as a PDF file. You can use web fonts in your Visualforce pages when they’re rendered normally. Testing Font Rendering You can use the following page to test font rendering with the Visualforce PDF rendering engine.

PDF Fonts Test Page

This text, which has no styles applied, is styled in the default font for the Visualforce PDF rendering engine.

The fonts available when rendering a page as a PDF are as follows. The first listed font-family value for each typeface is the recommended choice.

Font NameStyle font-family Value to Use (Synonyms)
Arial Unicode MS
  • Arial Unicode 72 Customizing the Appearance and Output of Visualforce Pages Fonts Available When Using Visualforce PDF Rendering MS
Helvetica
  • sans-serif
  • SansSerif
  • Dialog
Times
  • serif
  • Times
Courier
  • monospace
  • Courier
  • Monospaced
  • DialogInput

Notes:

  • These rules apply to server-side PDF rendering. You might see different results when viewing this page in a web browser.
  • Text styled with any value besides those listed above receives the default font style, Times. This means that, ironically, while Helvetica's synonyms render as Helvetica, using "Helvetica" for the font-family style renders as Times. We recommend using "sans-serif".
  • Arial Unicode MS is the only multibyte font available, providing support for the extended character sets of languages that don't use the Latin character set.

The preceding page uses the following controller, which provides a simple Save to PDF function. public with sharing class SaveToPDF { // Determines whether page is rendered as a PDF or just displayed as HTML public String renderAs { get; set; } // Action method to "print" to PDF public PageReference print() { renderAs = 'PDF'; return null; } } 73 Customizing the Appearance and Output of Visualforce Pages Visualforce PDF Rendering Considerations and Limitations Visualforce PDF Rendering Considerations and Limitations When designing Visualforce pages intended to be rendered to PDF, take the following considerations into account. Always verify the formatting and appearance of the PDF version of your page before putting it into production. Limitations of the Visualforce PDF rendering service include the following. • PDF is the only supported rendering service. • The PDF rendering service renders PDF version 1.4. • Rendering a Visualforce page as a PDF file is intended for pages designed and optimized for print. • A Visualforce page rendered as a PDF file displays either in the browser or is downloaded, depending on the browser’s settings. Specific behavior depends on the browser, version, and user settings, and is outside the control of Visualforce. • The PDF rendering service renders the markup and data on your page, but it might not render formatting contained within the contents of rich text area fields added to the page. • Long lines of text that don’t have break points, such as a space or dash, can’t be wrapped by the PDF rendering service. This most commonly happens with very long URLs, registry entries, and so on. When these lines are wider than the page, they increase the width of the page’s content beyond the edge of the PDF page. This causes content to “flow” off the side of the page, cutting it off. • Don’t use standard components that aren’t easily formatted for print, or form elements such as inputs or buttons, or any component that requires JavaScript to be formatted. • PDF rendering doesn’t support JavaScript-rendered content. • PDF rendering isn’t supported for pages in Salesforce1. • The font used on the page must be available on the Visualforce PDF rendering service. Web fonts aren’t supported. • If the PDF file fails to display all the page’s text, particularly multibyte characters such as Japanese or accented international characters, adjust your CSS to use a font that supports them. For example: これはサンプルページです。
This is a sample page: API version 28.0
“Arial Unicode MS” is the only font supported for extended character sets that include multibyte characters. • If you use inline CSS styles, set the API version to 28.0 or later. Also set , and add static, valid and tags to your page, as in the previous example. • The maximum response size when creating a PDF file must be less than 15 MB before being rendered as a PDF file. This limit is the standard limit for all Visualforce requests. • The maximum file size for a generated PDF file is 60 MB. • The maximum total size of all images included in a generated PDF is 30 MB. • PDF rendering doesn’t support images encoded in the data: URI scheme format. • The following components don’t support double-byte fonts when rendered as PDF. 74 Customizing the Appearance and Output of Visualforce Pages Component Behavior When Rendered as PDF – These components aren’t recommended for use in pages rendered as PDF. • If an or has no components that are rendered, rendering the page as PDF fails. To work around this issue, set the table component’s rendered attribute to false if none of its child components are rendered. Component Behavior When Rendered as PDF Understanding how Visualforce components behave when converted to PDF is essential to creating pages that render well. The Visualforce PDF rendering service renders static HTML and basic CSS that is explicitly provided by the page. As a rule, don’t use components that: • Rely on JavaScript to perform an action • Depend on Salesforce style sheets • Use assets such as style sheets or graphics that aren’t available in the page itself or in a static resource To check if your Visualforce page falls into one of these categories, right-click anywhere on the page and view the HTML source. If you see a 130 Advanced Examples Creating a Wizard Notice the following about the markup for the first page of the wizard: • The tag can take an optional child element that controls the buttons that appear in the header and footer of the component. The order in which the tag appears in the body does not matter. In this page of the wizard, the tag includes the Next button that appears in the footer of the page block area. • The wizard relies on JavaScript code to display a dialog box asking if a user wants to navigate away when clicking the Cancel button. Although the example includes the JavaScript directly in the markup for simplicity, it is a better practice to put JavaScript code in a static resource and reference that resource instead. • In this page of the wizard, the Next button calls the step2 method in the controller, which returns a PageReference to the next step of the wizard: Command buttons must appear in a form, because the form component itself is responsible for refreshing the page display based on the new PageReference. • An tag organizes a set of data for display. Similar to a table, an consists of one or more columns, each of which spans two cells—one for a field's label, and one for its value. Each component found in the body of an tag is placed into the next cell in a row until the number of columns is reached. At that point, the next component wraps to the next row and is placed in the first cell. Some components, including , automatically span both cells of a page block section column at once, filling in both a field's label and value. For example, in the Contact Information area of this page, the First Name field is in the first column, the Last Name field is in the second column, and the Phone field wraps to the first column of the next row: • The value attribute on the first tag in the preceding code excerpt assigns the user's input to the firstName field of the contact record that's returned by the getContact method in the controller. Your page should look like this: 131 Advanced Examples Creating a Wizard Step 1 of the New Customer Opportunity Wizard Step Two of the Opportunity Wizard The following code defines the second page of the wizard (opptyStep2) in which data about the opportunity is gathered from the user: Notice that although the markup for placing the Close Date, Stage, and Role for Contact fields on the form is the same as the other fields, the tag examines the data type of each field to determine how to display it. For example, clicking in the Close Date text box brings up a calendar from which users can select the date. 132 Advanced Examples Creating a Wizard Your page should look like this: Step 2 of the New Customer Opportunity Wizard Step Three of the Opportunity Wizard The last block of code defines the third page of the wizard (opptyStep3) in which all inputted data is displayed. The user can decide to save the operation or return to the previous step: 133 Advanced Examples Advanced Visualforce Dashboard Components Notice that the third page of the wizard simply writes text to the page with tags. Your final page should look like this: Step 3 of the New Customer Opportunity Wizard Advanced Visualforce Dashboard Components Visualforce pages can be used as dashboard components. A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components. Visualforce pages that use the Standard Controller can’t be used in dashboards. To be included in a dashboard, a Visualforce page must have either no controller, use a custom controller, or reference a page bound to the StandardSetController Class. If a Visualforce page does not meet these requirements, it does not appear as an option in the dashboard component Visualforce Page drop-down list. The following example shows a Visualforce page that can be used within a dashboard and that uses a custom list controller. It displays all of the open cases associated with a contact named “Babara Levy”: {!contactName}'s Cases 134 Advanced Examples Integrating Visualforce and Google Charts This code shows the custom list controller associated with the page: public class retrieveCase { public String getContactName() { return 'Babara Levy'; } public List getCases() { return [SELECT status, subject FROM Case WHERE Contact.name = 'Babara Levy' AND status != 'Closed' limit 5]; } } Sample of a Visualforce Page Running in a Dashboard SEE ALSO: Creating Visualforce Dashboard Components Integrating Visualforce and Google Charts Google Charts provides a way to dynamically render data through different visualizations. Combined with Visualforce, the Google Charts can offer more flexibility and distribution potential than using a dashboard. Since the charts are generated through a URL, the visualizations can be shared and embedded wherever images are permitted. There are two prerequisites before using the Google Charts API. The first is to determine how to encode the data. The Google Charts API has three data encoding types—text, simple, and extended. For this example, we'll only use the simple encoding. The second is to decide what type of chart to use. For this example, a user will choose between a bar graph or a line chart. The custom controller has two important functions—init() and create()—that correspond to the requirements above: • The function init() takes a numeric value and converts it to Google Chart's simple data encoding type. For more information, see Simple Encoding Data Format in the Google Charts API documentation. • The function create() constructs the URL that makes the request to the Google Charts API. The following code represents the controller for the Visualforce page: /* This class contains the encoding algorithm for use with the Google chartAPI. */ public class GoogleDataEncoding { // Exceptions to handle any erroneous data public class EncodingException extends Exception {} public class UnsupportedEncodingTypeException extends Exception {} 135 Advanced Examples Integrating Visualforce and Google Charts /* The encoding map which takes an integer key and returns the respective encoding value as defined by Google. This map is initialized in init() */ private Map encodingMap { get; set; } /* The maximum encoding value supported for the given encoding type. This value is set during init() */ private Integer encodingMax { get; set; } /* The minimum encoding value supported for the given encoding type. This value is set during init() */ private Integer encodingMin { get; set; } /* The encoding type according to Google's API. Only SIMPLE is implemented. */ public enum EncodingType { TEXT, SIMPLE, EXTENDED } /* The minimum value to use in the generation of an encoding value. */ public Integer min { get; private set; } /* The maximum value to use in the generation of an encoding value. */ public Integer max { get; private set; } // The encoding type according to the API defined by Google public EncodingType eType { get; private set; } // Corresponds to the data set provided by the page public String dataSet { get; set; } // Corresponds to the type of graph selected on the page public String graph { get; set; } // The URL that renders the Google Chart public String chartURL { get; set; } // Indicates whether the chart should be displayed public Boolean displayChart { get; set; } public GoogleDataEncoding() { min = 0; max = 61; eType = EncodingType.SIMPLE; displayChart = false; init(); } public PageReference create() { String[] dataSetList = dataSet.split(',', 0); String mappedValue = 'chd=s:'; chartURL = 'http://chart.apis.google.com/chart?chs=600x300' + '&chtt=Time+vs|Distance&chxt=x,y,x,y' 136 Advanced Examples Integrating Visualforce and Google Charts + '&chxr=0,0,10,1|1,0,65,5' + '&chxl=2:|Seconds|3:|Meters'; if (graph.compareTo('barChart') == 0) { chartURL += '&cht=bvs'; } else if (graph.compareTo('lineChart') == 0) { chartURL += '&cht=ls'; } else { throw new EncodingException('An unsupported chart type' + 'was selected: ' + graph + ' does not exist.'); } for(String dataPoint : dataSetList) { mappedValue += getEncode(Integer.valueOf(dataPoint.trim())); } chartURL += '&' + mappedValue; displayChart = true; return null; } /* This method returns the encoding type parameter value that matches the specified encoding type. */ public static String getEncodingDescriptor(EncodingType t) { if(t == EncodingType.TEXT) return 't'; else if(t == EncodingType.SIMPLE) return 's'; else if(t == EncodingType.EXTENDED) return 'e'; else return ''; } /* This method takes a given number within the declared range of the encoding class and encodes it according to the encoding type. If the value provided fall outside of the declared range, an EncodingException is thrown. */ public String getEncode(Integer d) { if(d > max || d < min) { throw new EncodingException('Value provided ' + d + ' was outside the declared min/max range (' + min + '/' + max + ')'); } else { return encodingMap.get(d); } } /* This method initializes the encoding map which is then 137 Advanced Examples Integrating Visualforce and Google Charts stored for expected repetitious use to minimize statement invocation. */ private void init() { if(eType == EncodingType.SIMPLE) { encodingMax = 61; encodingMin = 0; encodingMap = new Map(); encodingMap.put(0,'A'); encodingMap.put(1,'B'); encodingMap.put(2,'C'); encodingMap.put(3,'D'); encodingMap.put(4,'E'); encodingMap.put(5,'F'); encodingMap.put(6,'G'); encodingMap.put(7,'H'); encodingMap.put(8,'I'); encodingMap.put(9,'J'); encodingMap.put(10,'K'); encodingMap.put(11,'L'); encodingMap.put(12,'M'); encodingMap.put(13,'N'); encodingMap.put(14,'O'); encodingMap.put(15,'P'); encodingMap.put(16,'Q'); encodingMap.put(17,'R'); encodingMap.put(18,'S'); encodingMap.put(19,'T'); encodingMap.put(20,'U'); encodingMap.put(21,'V'); encodingMap.put(22,'W'); encodingMap.put(23,'X'); encodingMap.put(24,'Y'); encodingMap.put(25,'Z'); encodingMap.put(26,'a'); encodingMap.put(27,'b'); encodingMap.put(28,'c'); encodingMap.put(29,'d'); encodingMap.put(30,'e'); encodingMap.put(31,'f'); encodingMap.put(32,'g'); encodingMap.put(33,'h'); encodingMap.put(34,'i'); encodingMap.put(35,'j'); encodingMap.put(36,'k'); encodingMap.put(37,'l'); encodingMap.put(38,'m'); encodingMap.put(39,'n'); encodingMap.put(40,'o'); encodingMap.put(41,'p'); encodingMap.put(42,'q'); encodingMap.put(43,'r'); encodingMap.put(44,'s'); encodingMap.put(45,'t'); encodingMap.put(46,'u'); 138 Advanced Examples Integrating Visualforce and Google Charts encodingMap.put(47,'v'); encodingMap.put(48,'w'); encodingMap.put(49,'x'); encodingMap.put(50,'y'); encodingMap.put(51,'z'); encodingMap.put(52,'0'); encodingMap.put(53,'1'); encodingMap.put(54,'2'); encodingMap.put(55,'3'); encodingMap.put(56,'4'); encodingMap.put(57,'5'); encodingMap.put(58,'6'); encodingMap.put(59,'7'); encodingMap.put(60,'8'); encodingMap.put(61,'9'); } } } The Visualforce page needs two input elements: one for the chart type, and one for the data set. Below is a sample page that constructs the form to collect this information:

For a sample, enter the following sequence of numbers: 1, 1, 2, 3, 5, 8, 13, 21, 34, 55. Your page should render the following: 139 Advanced Examples Mass-Updating Records with a Custom List Controller Mass-Updating Records with a Custom List Controller To create pages that perform mass updates, use the prototype object contained in the StandardSetController class. The list controller tracks two sets of records: a primary list containing all the records selected by the filter, and a secondary list containing those records the user selected. The secondary list is usually established on a standard listview page where the user can check boxes to select the records. The user can then click on a custom list button that navigates to your custom mass update page, which uses the prototype object to apply new field values to the user's selection. The prototype object operates on all the records in the user's selection. To retrieve the prototype object in your custom controller, use the StandardSetController's getRecord method. For example, to enable mass updates for Opportunities, use the singular term for its associated object (Opportunity) to set field values for all records in the selection: 1. Create a Visualforce page called massupdatestages. 2. Provide the following controller: public class selectedSizeWorkaround { ApexPages.StandardSetController setCon; public selectedSizeWorkaround(ApexPages.StandardSetController controller) { setCon = controller; } public integer getMySelectedSize() { return setCon.getSelected().size(); } public integer getMyRecordsSize() { return setCon.getRecords().size(); } } 140 Advanced Examples Mass-Updating Records with a Custom List Controller 3. Provide the following markup: 4. From the object management settings for opportunities, go to Buttons, Links, and Actions. 5. Click New Button or Link. 6. Set the Button Label to Mass Update Stages, and set the Name to MassUpdateStages. 7. Set the Display Type to List Button and ensure that Display Checkboxes (for Multi-Record Selection) is checked. Set the Behavior to Display in existing window with sidebar, and set the Content Source to Visualforce Page. Click the name of the page you just created to associate it with this button. 8. Click Save. 9. From the object management settings for opportunities, go to Search Layouts. Then click Edit next to Opportunities List View. 10. Under Custom Buttons, move the Mass Update Stages button to the Selected Buttons list. 11. Click Save. 141 Advanced Examples Mass-Updating Records with a Custom List Controller 12. Click the Opportunities tab. Select or create a filter that displays some existing opportunities you would like to change. 13. You will see checkboxes next to each of the results. Click any number of checkboxes and click the Mass Update Stages button to change the selected stages to any value you wish. 14. Click Save. While this example shows you how to update one field, any number of fields in the prototype object can be referenced and applied to the user's selection; any field in the prototype object that the user doesn't set doesn't affect the selected records. Remember that properties of fields, such as their requiredness, are maintained in the prototype object. For example, if you include an input field on the page for a required field such as Opportunity.StageName, the user must enter a value for the field. Note: You only need selectedSizeWorkaround if you want your page to either display or reference the sizes of the user selection or filtered set. Such a display is helpful since it gives the user information about the set that will be modified by the mass update. SEE ALSO: Salesforce Help: Find Object Management Settings 142 CHAPTER 9 Overriding Buttons, Links, and Tabs with Visualforce You can override the behavior of standard buttons on record detail pages. You can also override the tab home page that displays when a user clicks a standard, custom, or external object tab. To override a standard button or a tab home page: 1. Click Edit next to the button or tab home page you want to override. 2. Pick Visualforce Page as an override type. 3. Select the Visualforce page you want to run when users click the button or tab. When overriding buttons with a Visualforce page, you must use the standard controller for the object on which the button appears. For example, if you want to use a page to override the Edit button on accounts, the page markup must include the standardController="Account" attribute on the tag: When overriding tabs with a Visualforce page, you can select only Visualforce pages that use the standard list controller for that tab, pages with a custom controller, or pages with no controller. When overriding lists with a Visualforce page, you can select only Visualforce pages that use a standard list controller. When overriding the New button with a Visualforce page, you have the option to skip the record type selection page. If you choose this option, new records you create aren’t forwarded to the record type selection page. Salesforce assumes that your Visualforce page is already handling record types. Tip: Use a controller extension when you need to add extra functionality to Visualforce page that you are using as an override. 4. Optionally, enter any comments to note the reason for this change. 5. Click Save. To remove an override: 1. From the appropriate object’s management settings, go to Buttons, Links, and Actions. 2. Click Edit next to the override. 3. Select No Override (default behavior). 4. Click OK. SEE ALSO: Salesforce Help: Find Object Management Settings 143 Overriding Buttons, Links, and Tabs with Visualforce Overriding Tabs Using a Standard List Controller Overriding Tabs Using a Standard List Controller Pages that use standard list controllers can be used to override tabs. For example, if you create a page named overrideAccountTab that is associated with the Account standard list controller: Then, you can override the Account tab to display that page instead of the standard Account home page. 1. From the object management settings for accounts, go to Buttons, Links, and Actions. 2. Click Edit for the Accounts Tab. 3. From the Visualforce Page drop-down list, select the overrideAccountTab page. 4. Click Save. Note: Make sure you have made this page available to all your users by setting the page level security appropriately. SEE ALSO: Salesforce Help: Find Object Management Settings Defining Custom Buttons and Links for Visualforce Before creating a custom button or link, determine what action you want to occur when a user clicks it. 1. From the management settings for the appropriate object, go to Buttons, Links, and Actions. Custom buttons are not available on the user object or custom home pages. Custom buttons and links are available for activities in the object management settings for tasks and events. However, you can override a button that applies to both tasks and events from the object management settings for activities. 2. Click the button for creating a new button or link. 3. Enter the following attributes. Attribute Name Description Label Text that displays on user pages for the custom button or link. Name The unique name for the button or link used when referenced from a merge field.This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Namespace Prefix In a packaging context, a namespace prefix is a one to 15-character alphanumeric identifier that distinguishes your package and its contents from packages of other developers on AppExchange. Namespace prefixes are case-insensitive. For example, ABC and abc are not recognized as unique. 144 Overriding Buttons, Links, and Tabs with Visualforce Attribute Name Defining Custom Buttons and Links for Visualforce Description Your namespace prefix must be globally unique across all Salesforce organizations. It keeps your managed package under your control exclusively. Protected Component Protected components can’t be linked to or referenced by components created in a subscriber org. A developer can delete a protected component in a future release without worrying about failing installations. However, once a component is marked as unprotected and is released globally, the developer can’t delete it. Description Text that distinguishes the button or link and is displayed when an administrator is setting up buttons and links. Display Type Determines where the button or link is available on page layouts. Detail Page Link Select this option to add the link to the Custom Links section of your page layouts. Detail Page Button Select this option to add the custom button to a record’s detail page. You can add detail page buttons to the Button section of a page layout only. List Button Select this option to add the custom button to a list view, search result layout, or related list. You can add list buttons to the Related List section of a page layout or the List View and Search Result layouts only. For list buttons, Salesforce automatically selects a Display Checkboxes (for Multi-Record Selection) option that includes a checkbox next to each record in the list, allowing users to select the records they want applied to the action on the list button. Deselect this option if your custom button does not require the user to select records. For example, a button that navigates to another page. Behavior Choose the outcome of clicking the button or link. When applicable, some settings have default values. For example, if you choose Display in new window, the default height of a new window is 600 pixels. Content Source To use a Visualforce page, select “Visualforce Page,” and choose the page from the drop-down list. Visualforce pages cannot be used as custom links on the home page. 4. Click Save when you are finished. Click Quick Save to save and continue editing. To view the specified URL, click Preview. To quit without saving your content, click Cancel. 5. Edit the page layout for the appropriate tab or search layout to display the new button or link. If you add a custom link for users, it is automatically added to the Custom Links section of the user detail page. Detail page buttons can be added to the Button section of a page layout only. 145 Overriding Buttons, Links, and Tabs with Visualforce Adding Custom List Buttons using Standard List Controllers 6. Optionally, set the window properties to open the button or link using settings other than the user’s default browser settings. SEE ALSO: Salesforce Help: Find Object Management Settings Adding Custom List Buttons using Standard List Controllers In addition to overriding standard buttons and links, you can also create custom list buttons that link to pages that use a standard list controller. These list buttons can be used on a list page, search results, and any related list for the object and allow you to take actions on a group of selected records. To indicate the set of records that have been selected, use the {!selected} expression. For example, to add a custom button to a related list for opportunities that allows you to edit and save the opportunity stage and close date on selected records: 1. Create the following Apex class: public class tenPageSizeExt { public tenPageSizeExt(ApexPages.StandardSetController controller) { controller.setPageSize(10); } } 2. Create the following page and call it oppEditStageAndCloseDate: 3. Make the page available to all users. a. From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages. b. Click Security for the oppEditStageAndCloseDate page. c. Add the appropriate profiles to the Enabled Profiles list. 146 Overriding Buttons, Links, and Tabs with Visualforce Adding Custom List Buttons using Standard List Controllers d. Click Save. 4. Create a custom button on opportunities. a. From the object management settings for opportunities, go to Buttons, Links, and Actions. b. Click the button for creating a new button or link. c. Set the Label to Edit Stage & Date. d. Set the Display Type to List Button. e. Set the Content Source to Visualforce Page. f. From the Content drop-down list, select oppEditStageAndCloseDate. g. Click Save. h. A warning will display notifying you that the button will not be displayed until you have updated page layouts. Click OK. 5. Add the custom button to an account page layout. a. From the object management settings for accounts, go to Page Layouts. b. Click Edit for the appropriate page layout. c. In the Related List Section, click on Opportunities, then click to edit the properties. d. In the Custom Buttons section, select Edit Stage & Date in the Available Buttons list and add it to the Selected Buttons list. e. Click OK. f. Click Save. Now, when you visit the account page, there is a new button in the opportunities related list. Example of New Button When you select an opportunity and click Edit Stage & Date, you are taken to your custom edit page. Example of Custom Edit Page SEE ALSO: Salesforce Help: Find Object Management Settings 147 Overriding Buttons, Links, and Tabs with Visualforce Displaying Record Types Displaying Record Types Visualforce pages with a Salesforce API version equal to or greater than 20.0 support record types. Record types let you offer different business processes, picklist values, and page layouts to different users. After creating a record type in Setup, enabling support for it in Visualforce requires no additional actions on your part. Visualforce pages for objects that use record types respect your settings. Record type field is named RecordTypeId. Your record type definitions affect the rendering of tags in the following ways: • If the tag refers to a picklist field that's filtered by a record type: – The rendered component only displays options compatible with that record type. – If the component is bound to a dependent picklist with a rendered and editable controlling field, only options compatible with both the record type and the controlling field value display. • If the tag refers to a record type field: – If the user can change the field’s record type, or select a record type for the new field, the component renders as a drop-down list. Otherwise, it renders as read-only text. – It's the developer's responsibility to either refresh the page or rerender filtered picklists when the list changes. In addition, the tag's support for record types is identical to a read-only implementation of the behavior. When overriding the New button with a Visualforce page, you have the option to skip the record type selection page. If you choose this option, new records you create aren’t forwarded to the record type selection page. Salesforce assumes that your Visualforce page is already handling record types. 148 CHAPTER 10 Using Static Resources Static resources allow you to upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, style sheets, JavaScript, and other files. Using a static resource is preferable to uploading a file to the Documents tab because: • You can package a collection of related files into a directory hierarchy and upload that hierarchy as a .zip or .jar archive. • You can reference a static resource by name in page markup by using the $Resource global variable instead of hard coding document IDs. Tip: In addition, using static resources to refer to JavaScript or cascading style sheets (CSS) is preferable to including the markup inline. Managing this kind of content using static resources allows you to have a consistent look and feel for all your pages and a shared set of JavaScript functionality. A single static resource can be up to 5 MB in size, and an organization can have up to 250 MB of static resources, total. IN THIS SECTION: Creating a Static Resource Referencing a Static Resource in Visualforce Markup Creating a Static Resource To create a static resource: 1. From Setup, enter Static Resources in the Quick Find box, then select Static Resources. 2. Click New. 3. In the Name text box, enter the text that should be used to identify the resource in Visualforce markup. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Note: If you reference a static resource in Visualforce markup and then change the name of the resource, the Visualforce markup is updated to reflect that change. 4. In the Description text area, specify an optional description of the resource. 5. Next to the File text box, click Browse to navigate to a local copy of the resource that you want to upload. A single static resource can be up to 5 MB in size, and an organization can have up to 250 MB of static resources, total. 6. Set the Cache Control: • Private specifies that the static resource data cached on the Salesforce server shouldn’t be shared with other users. The static resource is only stored in cache for the current user’s session. 149 Using Static Resources Referencing a Static Resource in Visualforce Markup Note: Cache settings on static resources are set to private when accessed via a Force.com site whose guest user's profile has restrictions based on IP range or login hours. Sites with guest user profile restrictions cache static resources only within the browser. Also, if a previously unrestricted site becomes restricted, it can take up to 45 days for the static resources to expire from the Salesforce cache and any intermediate caches. • Public specifies that the static resource data cached on the Salesforce server be shared with other users in your organization for faster load times. The W3C specifications on Header Field Definitions has more technical information about cache-control. Note: This feature only works for Sites—enabled organizations that use the static resource. 7. Click Save. Warning: If you are using WinZip be sure to install the most recent version. Older versions of WinZip may cause a loss of data. Referencing a Static Resource in Visualforce Markup The way you reference a static resource in Visualforce markup depends on whether you want to reference a stand-alone file, or whether you want to reference a file that is contained in an archive (such as a .zip or .jar file): • To reference a stand-alone file, use $Resource. as a merge field, where is the name you specified when you uploaded the resource. For example: or • To reference a file in an archive, use the URLFOR function. Specify the static resource name that you provided when you uploaded the archive with the first parameter, and the path to the desired file within the archive with the second. For example: or • You can use relative paths in files in static resource archives to refer to other content within the archive. For example, in your CSS file, named styles.css, you have the following style: table { background-image: url('img/testimage.gif') } When you use that CSS in a Visualforce page, you need to make sure the CSS file can find the image. To do that, create an archive (such as a zip file) that includes styles.css and img/testimage.gif. Make sure that the path structure is preserved in the archive. Then upload the archive file as a static resource named “style_resources”. Then, in your page, add the following component: Since the static resource contains both the style sheet and the image, the relative path in the style sheet resolves and the image is displayed. 150 Using Static Resources Referencing a Static Resource in Visualforce Markup • Through a custom controller, you can dynamically refer to the contents of a static resource using the tag. First, create the custom controller: global class MyController { public String getImageName() { return 'Picture.gif';//this is the name of the image } } Then, refer to the getImageName method in your tag: If the name of the image changes in the zip file, you can just change the returned value in getImageName. 151 CHAPTER 11 Creating and Using Custom Components Salesforce provides a library of standard, pre-built components, such as and , that can be used to develop Visualforce pages. In addition, you can build your own custom components to augment this library. This chapter provides an overview of custom components and how to create them: • What are Custom Components? • Custom Component Markup • Using Custom Components in a Visualforce Page • Custom Component Attributes • Custom Component Controllers • Defining Custom Components What are Custom Components? Similar to the way you can encapsulate a piece of code in a method and then reuse that method several times in a program, you can encapsulate a common design pattern in a custom component and then reuse that component several times in one or more Visualforce pages. For example, suppose you want to create a photo album using Visualforce pages. Each photo in the album has its own border color, and a text caption that displays beneath it. Rather than repeating the Visualforce markup required for displaying every photo in the album, you can define a custom component named singlePhoto that has attributes for image, border color, and caption, and then uses those attributes to display the image on the page. Once defined, every Visualforce page in your organization can leverage the singlePhoto custom component in the same way as a page can leverage standard components such as or . Unlike page templates, which also enable developers to reuse markup, custom components provide more power and flexibility because: • Custom components allow developers to define attributes that can be passed in to each component. The value of an attribute can then change the way the markup is displayed on the final page, and the controller-based logic that executes for that instance of the component. This behavior differs from that of templates, which do not have a way of passing information from the page that uses a template to the template's definition itself. • Custom component descriptions are displayed in the application's component reference dialog alongside standard component descriptions. Template descriptions, on the other hand, can only be referenced through the Setup area of Salesforce because they are defined as pages. SEE ALSO: Defining Custom Components Using Custom Components in a Visualforce Page 152 Creating and Using Custom Components Defining Custom Components Defining Custom Components To define a custom component for use in a Visualforce page: 1. In Salesforce from Setup, enter Components in the Quick Find box, then select VisualforceComponents. 2. Click New. 3. In the Label text box, enter the text that should be used to identify the custom component in Setup tools. 4. In the Name text box, enter the text that should identify this custom component in Visualforce markup. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. 5. In the Description text box, enter a text description of the custom component. This description appears in the component reference with other standard component descriptions as soon as you click Save. 6. In the Body text box, enter Visualforce markup for the custom component definition. A single component can hold up to 1 MB of text, or approximately 1,000,000 characters. 7. Click Version Settings to specify the version of Visualforce and the API used with this component. You can also specify versions for any managed packages installed in your organization. 8. Click Save to save your changes and view the custom component’s detail screen, or click Quick Save to save your changes and continue editing your component. Your Visualforce markup must be valid before you can save your component. Note: You can also create a custom component in Visualforce development mode by adding a reference to a custom component that does not yet exist to Visualforce page markup. After saving the markup, a quick fix link appears that allows you to create a new component definition (including any specified attributes) based on the name that you provided for the component. For example, if you haven’t yet defined a custom component named myNewComponent and insert into existing page markup, after clicking Save a quick fix allows you to define a new custom component named myNewComponent with the following default definition:

Congratulations

This is your new Component: mynewcomponent
You can modify this definition from Setup by entering Components in the Quick Find box, then selecting VisualforceComponents, and then clicking Edit next to the myNewComponent custom component. Once your component has been created, you can view it at http://mySalesforceInstance/apexcomponent/nameOfNewComponent, where the value of mySalesforceInstance is the host name of your Salesforce instance (for example, na3.salesforce.com) and the value of nameOfNewComponent is the value of the Name field on the custom component definition. The component is displayed as if it’s a Visualforce page. Consequently, if your component relies on attributes or on the content of the component tag’s body, this URL may generate results that you don’t expect. To more accurately test a custom component, add it to a Visualforce page and then view the page. 153 Creating and Using Custom Components Custom Component Markup Custom Component Markup All markup for a custom component is defined within an tag. This tag must be the top-level tag in a custom component definition. For example: Notice that the markup can be a combination of Visualforce and HTML tags, just like other Visualforce pages. For a more complex example, you could use a custom component to create a form that is used across multiple Visualforce pages. Create a new custom component named recordDisplay and copy the following code: Next, create a page called displayRecords and use the following code: For this example to render properly, you must associate the Visualforce page with a valid account record in the URL. For example, if 001D000000IRt53 is the account ID, the resulting URL should be: https://Salesforce_instance/apex/displayRecords?id=001D000000IRt53 You should see a page with details about the account you passed in as an ID. Now, replace the code in displayRecords with the following sample: Again, pass in the ID of a contact before refreshing the page. You should see the page display information about your Contact. Custom Component Attributes contains more information on using the component. Using Custom Components in a Visualforce Page The body of an tag is the markup that is added to a standard Visualforce page whenever the component is included. For example, the following Visualforce page uses the component defined in Custom Component Markup on page 154 (in this example, the component was saved with the name myComponent): This is my page.
154 Creating and Using Custom Components Managing Version Settings for Custom Components
It results in the following output: This is my page. This is my custom component. To use a custom component in a Visualforce page you must prefix the component's name with the namespace in which the component was defined. For example, if a component named myComponent is defined in a namespace called myNS, the component can be referenced in a Visualforce page as . For ease of use, a component that is defined in the same namespace as an associated page can also use the c namespace prefix. Consequently, if the page and component from the sample above are defined in the same namespace, you can reference the component as . If you want to insert content into a custom component, use the tag. Similar to standard components, when a custom component is updated or edited, the Visualforce page that references it is also updated. SEE ALSO: What are Custom Components? Defining Custom Components Managing Version Settings for Custom Components To set the Salesforce API and Visualforce version for a Visualforce page or custom component: 1. Edit a Visualforce page or component and click Version Settings. Note: You can only modify the version settings for a page or custom component on the Version Settings tab when editing the page or component in Setup. 2. Select the Version of the Salesforce API. This is also the version of Visualforce used with the page or component. 3. Click Save. SEE ALSO: How is Visualforce Versioned? Managing Package Version Settings for Visualforce Pages and Components Custom Component Attributes Apart from standard Visualforce markup, the body of an tag can also specify the attributes that can be passed in to the custom component when it’s used in a Visualforce page. The values of such attributes can then be used directly in the component, or within the component’s controller, if applicable. They can’t, however, be used in the constructor of the component’s controller. 155 Creating and Using Custom Components Custom Component Attributes Attributes are defined with the tag. For example, the following custom component definition specifies two required attributes named value and textColor. Values for these attributes are referenced in the custom component definition using standard {! } Visualforce expression language syntax:

Use this component in a Visualforce page with the following markup: An tag requires values for the name, description, and type attributes: • The name attribute defines how the custom attribute can be referenced in Visualforce pages. names for attributes must be unique within a component. • The description attribute defines the help text for the attribute that appears in the component reference library once the custom component has been saved. The custom component is listed in the reference library with the standard components that are also available. • The type attribute defines the Apex data type of the attribute. Only the following data types are allowed as values for the type attribute: – Primitives, such as String, Integer, or Boolean. – sObjects, such as Account, My_Custom_Object__c, or the generic sObject type. – One-dimensional lists, specified using array-notation, such as String[], or Contact[]. – Maps, specified using type="map". You don’t need to specify the map’s specific data type. – Custom Apex classes. For information on additional attributes, see apex:attribute on page 409. Default Custom Component Attributes Two attributes are always generated for custom components. These attributes don’t need to be included in your component definition: id An identifier that allows the custom component to be referenced by other components in the page. If not specified, a unique identifier is generated automatically. rendered A Boolean value that specifies whether the custom component is rendered on the page. If not specified, this value defaults to true. SEE ALSO: Best Practices for Accessing Component IDs 156 Creating and Using Custom Components Custom Component Controllers Custom Component Controllers Similar to standard Visualforce pages, custom components can be associated with a controller written in Apex. This association is made by setting the controller attribute on the component to your custom controller. You can use the controller to perform additional logic before returning the component's markup to the associated page. Accessing Custom Component Attributes in a Controller To access the value of a custom component attribute in an associated custom component controller: 1. Define a property in the custom component controller to store the value of the attribute. 2. Define a getter and setter method for the property. For example: public class myComponentController { public String controllerValue; public void setControllerValue (String s) { controllerValue = s.toUpperCase(); } public String getControllerValue() { return controllerValue; } } Notice that the setter modifies the value. 3. In the tag in your component definition, use the assignTo attribute to bind the attribute to the class variable you just defined. For example:

componentValue is "{!componentValue}"
controllerValue is "{!controllerValue}"

Notice that the controllerValue has been upper cased using an Apex method.
Note that when using the assignTo attribute, getter and setter methods, or a property with get and set values, must be defined. 4. Add the component to a page. For example, The output of the page will look something like the following: 157 Creating and Using Custom Components Custom Component Controllers Notice that the Apex controller method changes controllerValue so that it is displayed with uppercase characters. 158 CHAPTER 12 Dynamic Visualforce Bindings Dynamic Visualforce bindings are a way of writing generic Visualforce pages that display information about records without necessarily knowing which fields to show. In other words, fields on the page are determined at run time, rather than compile time. This allows a developer to design a single page that renders differently for various audiences, based on their permissions or preferences. Dynamic bindings are useful for Visualforce pages included in managed packages since they allow for the presentation of data specific to each subscriber with very little coding. Dynamic Visualforce binding is supported for standard and custom objects. Dynamic bindings take the following general form: reference[expression] where • reference evaluates to either an sObject, an Apex class, or a global variable • expression evaluates to a string that is the name of a field, or a related object. If a related object is returned, it can be used to recursively select fields or further related objects. Dynamic bindings can be used anywhere formula expressions are valid. Use them on a page like this: {!reference[expression]} Optionally, you can add a fieldname to the end of the whole dynamic expression. If the dynamic expression resolves to an sObject, the fieldname refers to a specific field on that object. If your reference is an Apex class, the field must be public or global. For example: {!myContact['Account'][fieldname]} Your dynamic Visualforce pages should be designed to use a standard controller for the object on your page, and implement any further customization through a controller extension. You can use the Apex Schema.SobjectType methods to get information for your dynamic references, in particular those that access the fields of an object. For example, Schema.SobjectType.Account.fields.getMap() returns a Map of the names of the Account fields in a format that your Apex controllers and extensions can understand. Important: Static references are checked for validity when you save a page, and an invalid reference will prevent you from saving it. Dynamic references, by their nature, can only be checked at run time, and if your page contains a dynamic reference that is invalid when the page is viewed, the page fails. It’s possible to create references to custom fields or global variables which are valid, but if that field or global value is later deleted, the page will fail when it is next viewed. Defining Relationships Both reference and expression can be complex expressions, such as those that evaluate to object relationships. For example, suppose that an object called Object1__c has a relationship to another object called Object2__c. The name of the relationship between these two objects is called Relationship__r. If Object2__c has a field called myField, then the following dynamically-cast lookups all return a reference to the same field: 159 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects • Object1__c.Object2__c['myField'] • Object1__c['Object2__c.myField'] • Object1__c['Object2__c']['myField'] • Object1__c.Relationship__r[myField] • Object1__c[Relationship__r.myField] • Object1__c[Relationship__r][myField] SEE ALSO: Dynamic References to Global Variables Global Variables Using Dynamic References with Standard Objects Use dynamic Visualforce bindings to construct simple, reusable pages with a known set of fields you want to access. This approach has the advantage of easily customizing which fields are pertinent for a user to work with. The next two examples are deliberately simple for instructional purposes. See Using Dynamic References for a User-Customizable Page for a more advanced example that makes fuller use of dynamic Visualforce. A Simple Dynamic Form The following example demonstrates the simplest way to construct a Visualforce page that uses dynamic references. First, create a controller extension that provides a “dynamic” list of fields to display: public class DynamicAccountFieldsLister { public DynamicAccountFieldsLister(ApexPages.StandardController controller) { controller.addFields(editableFields); } public List editableFields { get { if (editableFields == null) { editableFields = new List(); editableFields.add('Industry'); editableFields.add('AnnualRevenue'); editableFields.add('BillingCity'); } return editableFields ; } private set; } } Next, create a page called DynamicAccountEditor that uses the above controller extension:
160 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects
Notice what’s going on in this sample: • The DynamicAccountFieldsLister controller extension creates a list of strings called editableFields. Each string maps to a field name in the Account object. • The editableFields list is hard-coded, but you can determine them from a query or calculation, read them from a custom setting, or otherwise providing a more dynamic experience. This is what makes dynamic references powerful. • DynamicAccountEditor markup uses an tag to loop through the strings returned by editableFields. • The tag displays each field in editableFields by referencing the f iteration element, which represents the name of a field on Account. The dynamic reference {!Account[f]} actually displays the value on the page. Ensuring that Fields in Dynamic References are Loaded by a Standard Controller Visualforce automatically optimizes the SOQL query performed by a page’s StandardController (or StandardSetController), loading only the fields which are actually used on a page. When you create a Visualforce page with static references to objects and fields, the fields and objects can be known in advance. When the page is saved, Visualforce is able to determine and save which objects and fields need to be added to the SOQL query that the StandardController will perform later, when the page is requested. Dynamic references are evaluated at runtime, after the SOQL query is run by the StandardController. If a field is only used via a dynamic reference, it won’t be automatically loaded. When that dynamic reference is later evaluated, it will resolve to data which is missing, the result of which is a SOQL error. You must provide some extra information to the controller, so that it knows what fields and related objects to load. You can add any number of additional fields to a StandardController query, by using the addFields() method on the page controller to pass in the list of additional fields to load. In the prior example, this is done in the controller extension’s constructor: public DynamicAccountFieldsLister(ApexPages.StandardController controller) { controller.addFields(editableFields); } The constructor uses the same property that the page markup does, editableFields, to add more fields to the controller’s list of fields to load. This works well for pages when the complete list of fields to load can be known when the controller extension is instantiated. If the list of fields can’t be determined until later in the request processing, you can call reset() on the controller and then add the fields. This will cause the controller to send the revised query. Using Dynamic References for a User-Customizable Page provides an example of this technique. 161 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects Note: Adding fields to a controller is only required if you’re using the default query for a StandardController or StandardSetController. If your controller or controller extension performs its own SOQL query, using addFields() is unnecessary and has no effect. For more information on these methods, see the StandardController documentation. Dynamic References to Related Objects This example creates a Visualforce page for a case record, with certain fields that are editable. Some of the fields displayed are from a related object, showing how you can use dynamic references to traverse relationships. First, create an Apex controller extension called DynamicCaseLoader: public class DynamicCaseLoader { public final Case caseDetails { get; private set; } // SOQL query loads the case, with Case fields and related Contact fields public DynamicCaseLoader(ApexPages.StandardController controller) { String qid = ApexPages.currentPage().getParameters().get('id'); String theQuery = 'SELECT Id, ' + joinList(caseFieldList, ', ') + ' FROM Case WHERE Id = :qid'; this.caseDetails = Database.query(theQuery); } // A list of fields to show on the Visualforce page public List caseFieldList { get { if (caseFieldList == null) { caseFieldList = new List(); caseFieldList.add('CaseNumber'); caseFieldList.add('Origin'); caseFieldList.add('Status'); caseFieldList.add('Contact.Name'); // related field caseFieldList.add('Contact.Email'); // related field caseFieldList.add('Contact.Phone'); // related field } return caseFieldList; } private set; } // Join an Apex list of fields into a SELECT fields list string private static String joinList(List theList, String separator) { if (theList == null) { return null; } if (separator == null) { separator = ''; } String joined = ''; Boolean firstItem = true; 162 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects for (String item : theList) { if(null != item) { if(firstItem){ firstItem = false; } else { joined += separator; } joined += item; } } return joined; } } The corresponding page, DynamicCaseEditor, uses this extension to retrieve information about a particular case and its associated contact:

{!cf}




Access this page with the ID of a valid case record specified as the id query parameter. For example, https://Salesforce_instance/apex/DynamicCaseEditor?id=500D0000003ZtPy. Your page will display a form similar to this one: There are a number of things to note about this example: 163 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects • In the controller extension, the constructor performs its own SOQL query for the object to display. Here it’s because the page’s StandardController doesn’t load related fields by default, but there are many different use cases for needing a customized SOQL query. The query result is made available to the page through the property caseFieldList. There’s no requirement to perform the query in the constructor—it can just as easily be in the property’s get method. • The SOQL query specifies the fields to load, so it’s not necessary to use addFields() which was needed in A Simple Dynamic Form. • The SOQL query is constructed at run time. A utility method converts the list of field names into a string suitable for use in a SOQL SELECT statement. • In the markup, the form fields are displayed by iterating through the field names using , and using the field name variable cf in a dynamic reference to get the field value. Each field is potentially written by two components— and . The render attribute on these tags controls which of the two actually displays: if the field name contains the string “Contact,” then the information is rendered in an tag, and if it doesn’t, it’s rendered in an . Using Dynamic References for a User-Customizable Page The full potential of Visualforce dynamic bindings is in building pages without knowing which fields are available on an object. The following example demonstrates this capability with a list of accounts that can be customized without knowing any of the fields on the Account object, except for the Name field required on all objects. This is made possible by using the Schema.SobjectType.Account.fields.getMap() to retrieve the list of fields that exist on the object, and Visualforce dynamic references. The functionality provided by this example is simple. The main list view initially displays only the account name, but a Customize List button allows the user to select which fields they’d like to add to the list. When they save their preferences, they return to the list view and will see a dynamically generated Visualforce page that presents those fields in additional columns. Note: You can also build a page without knowing the fields using dynamic references with Field Sets on page 175. First, create a controller extension called DynamicCustomizableListHandler: public class DynamicCustomizableListHandler { // Resources we need to hold on to across requests private ApexPages.StandardSetController controller; private PageReference savePage; // This private private private is the state for the list "app" Set unSelectedNames = new Set(); Set selectedNames = new Set(); Set inaccessibleNames = new Set(); public DynamicCustomizableListHandler(ApexPages.StandardSetController controller) { this.controller = controller; loadFieldsWithVisibility(); } // Initial load of the fields lists private void loadFieldsWithVisibility() { Map fields = Schema.SobjectType.Account.fields.getMap(); for (String s : fields.keySet()) { if (s != 'Name') { // name is always displayed 164 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects unSelectedNames.add(s); } if (!fields.get(s).getDescribe().isAccessible()) { inaccessibleNames.add(s); } } } // The fields to show in the list // This is what we generate the dynamic references from public List getDisplayFields() { List displayFields = new List(selectedNames); displayFields.sort(); return displayFields; } // Nav: go to customize screen public PageReference customize() { savePage = ApexPages.currentPage(); return Page.CustomizeDynamicList; } // Nav: return to list view public PageReference show() { // This forces a re-query with the new fields list controller.reset(); controller.addFields(getDisplayFields()); return savePage; } // Create the select options for the two select lists on the page public List getSelectedOptions() { return selectOptionsFromSet(selectedNames); } public List getUnSelectedOptions() { return selectOptionsFromSet(unSelectedNames); } private List selectOptionsFromSet(Set opts) { List optionsList = new List(opts); optionsList.sort(); List options = new List(); for (String s : optionsList) { options.add(new SelectOption(s, decorateName(s), inaccessibleNames.contains(s))); } return options; } private String decorateName(String s) { return inaccessibleNames.contains(s) ? '*' + s : s; } // These properties receive the customization form postback data 165 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects // Each time the [<<] or [>>] button is clicked, these get the contents // of the respective selection lists from the form public transient List selected { get; set; } public transient List unselected { get; set; } // Handle the actual button clicks. Page gets updated via a // rerender on the form public void doAdd() { moveFields(selected, selectedNames, unSelectedNames); } public void doRemove() { moveFields(unselected, unSelectedNames, selectedNames); } private void moveFields(List items, Set moveTo, Set removeFrom) { for (String s: items) { if( ! inaccessibleNames.contains(s)) { moveTo.add(s); removeFrom.remove(s); } } } } Note: When you save the class, you may be prompted about a missing Visualforce page. This is because of the page reference in the customize() method. Click the “quick fix” link to create the page—Visualforce markup from a later block of code will be pasted into it. Some things to note about this class: • The standard controller methods addFields() and reset() are used in the show() method, which is the method that returns back to the list view. They are necessary because the list of fields to display may have changed, and so the query that loads data for display needs to be re-executed. • Two action methods, customize() and show(), navigate from the list view to the customization form and back again. • Everything after the navigation action methods deals with the customization form. These methods are broadly broken into two groups, noted in the comments. The first group provides the List lists used by the customization form, and the second group handles the two buttons that move items from one list to the other. Now, create a Visualforce page called DynamicCustomizableList with the following markup:
166 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects
This page presents a list of accounts in your organization. The at the top provides a standard drop-down list of the views defined for accounts, the same views users see on standard Salesforce account pages. This view widget uses methods provided by the StandardSetController. The second holds a that has columns added in a . All columns in the repeat component use a dynamic reference to account fields, {!acct[f]}, to display the user’s custom-selected fields. The last piece to this mini app is the customization form. Create a page called CustomizeDynamicList. You may have already created this page, when creating the controller extension. Paste in the following:

167 Dynamic Visualforce Bindings Using Dynamic References with Standard Objects Note: Fields marked * are inaccessible to your account

This simple preferences page presents two lists, and the user moves fields from the list of available fields on the left to the list of fields to display on the right. Clicking Show These Fields returns to the list itself. Here are a few things to note about this markup: • This page uses the same standard controller as the list view, even though no accounts are being displayed. This is required to maintain the view state, which contains the list of fields to display. If this form saved the user’s preferences to something permanent, like a custom setting, this wouldn’t be necessary. • The first list is populated by a call to the getUnSelectedOptions() method, and when the form is submitted (via either of the two components), the values in the list that are selected at time of form submission are saved into the selected property. Corresponding code handles the other list. • These “delta” lists of fields to move are processed by the doAdd() or doRemove() method, depending on which button was clicked. When you assemble the controller extension and these pages, and navigate to /apex/DynamicCustomizableList in your organization, you’ll see a sequence similar to the following: 1. View the customizable list in the default state, with only the account name field displayed. Click Customize List. 2. The display preferences screen is shown. 168 Dynamic Visualforce Bindings Using Dynamic References with Custom Objects and Packages Move some fields into the list on the right, and click Show These Fields. 3. The customized list view is displayed. Using Dynamic References with Custom Objects and Packages Package developers can use dynamic Visualforce binding to list only the fields a user can access. This situation might occur when you’re developing a managed package with a Visualforce page that displays fields on an object. Since the package developer doesn’t know which fields a subscriber can access, they can define a dynamic page that renders differently for each subscriber. The following example uses a custom object packaged with a page layout using a Visualforce page to demonstrate how different subscribing users view the same page. 1. Create a custom object Book (API name Book__c) with the following fields and data types: • Title: Text(255) • Author: Text(255) • ISBN: Text(20) • Price: Currency(5, 2) • Publisher: Text(255) 169 Dynamic Visualforce Bindings Using Dynamic References with Custom Objects and Packages 2. Edit the Book page layout so it displays the custom fields first, and removes a few of the standard fields such as Created By, Last Modified By, Owner, and Name. 3. Create a new custom object tab. Set the object to Book, and the tab style to Books. 4. Switch to the Book tab and create a few Book objects. The values don’t matter, but you do need a few records to actually exist. 5. Create a controller extension called BookExtension with the following code: public with sharing class BookExtension { private ApexPages.StandardController stdController; public BookExtension (ApexPages.StandardController ct) { this.stdController = ct; if( ! Test.isRunningTest()) { // You can't call addFields() in a test context, it's a bug stdController.addFields(accessibleFields); } } public List accessibleFields { get { if (accessibleFields == null) { // Get a list (map) of all fields on the object Map fields = Schema.SobjectType.Book__c.fields.getMap(); // Save only the fields accessible by the current user Set availableFieldsSet = new Set(); for (String s : fields.keySet()) { if (fields.get(s).getDescribe().isAccessible() // Comment out next line to show standard/system fields && fields.get(s).getDescribe().isCustom() ){ availableFieldsSet.add(s.toLowerCase()); if(Test.isRunningTest()) System.debug('Field: ' + s); } } // Convert set to list, save to property accessibleFields = new List(availableFieldsSet); } return accessibleFields; } private set; } } 6. Create a Visualforce page called booksView that uses the controller extension to show the values of the Book object: 170 Dynamic Visualforce Bindings Using Dynamic References with Custom Objects and Packages 7. Since the controller extension is going to be packaged, you’ll need to create a test for the Apex class. Create an Apex class called BookExtensionTest with this basic code to get you started: @isTest public class BookExtensionTest { public static testMethod void testBookExtension() { // Create a book to test with Book__c book = new Book__c(); book.Author__c = 'Harry Lime'; insert book; Test.startTest(); // Add the page to the test context PageReference testPage = Page.booksView; testPage.getParameters().put('id', String.valueOf(book.Id)); Test.setCurrentPage(testPage); // Create a controller for the book ApexPages.StandardController sc = new ApexPages.StandardController(book); // Real start of testing BookExtension // BookExtension has only two methods; to get 100% code coverage, we need // to call the constructor and get the accessibleFields property // Create an extension with the controller BookExtension bookExt = new BookExtension(sc); // Get the list of accessible fields from the extension Set fields = new Set(bookExt.accessibleFields); // Test that accessibleFields is not empty System.assert( ! fields.isEmpty()); // Test that accessibleFields includes Author__c // This is a bad test; you can't know that subscriber won't disable System.assert(fields.contains('Author__c'.toLowerCase()), 'Expected accessibleFields to include Author__c'); 171 Dynamic Visualforce Bindings Referencing Apex Maps and Lists Test.stopTest(); } } Note: This Apex test is only meant to be a sample. When creating tests that are included into packages, validate all behavior, including positive and negative results. 8. Create a package called bookBundle, and add the custom object, the Visualforce page, and the bookExtensionTest Apex class. Other referenced elements, such as the page’s controller extension Apex class, are included automatically. 9. Install the bookBundle package into a subscriber organization. 10. After the package is installed, from the object management settings for books, add a new field called Rating. 11. Create a new Book object. Again, the values for the record don’t actually matter. 12. Navigate to the booksView page with the package namespace and book ID appended to the URL. For example, if GBOOK is the namespace, and a00D0000008e7t4 is the book ID, the resulting URL should be https://Salesforce_instance/apex/GBOOK__booksView?id=a00D0000008e7t4. When the page is viewed from the subscribing organization, it should include all the packaged Book fields, plus the newly created Rating field. Different users and organizations can continue to add whatever fields they want, and the dynamic Visualforce page will adapt and show as appropriate. SEE ALSO: Salesforce Help: Find Object Management Settings Referencing Apex Maps and Lists Visualforce pages that use dynamic bindings can reference the Apex Map and List data types in their markup. For example, if an Apex List is defined as follows: public List people { get { return new List{'Winston', 'Julia', 'Brien'}; } set; } public List iter { get { return new List{0, 1, 2}; } set; } It can be accessed in a Visualforce page like this:
172 Dynamic Visualforce Bindings Referencing Apex Maps and Lists Similarly, if you have the following Apex Map: public Map directors { get { return new Map { 'Kieslowski' => 'Poland', 'del Toro' => 'Mexico', 'Gondry' => 'France' }; } set; } Your Visualforce page can show the values like this: -
Use dynamic references to lists and maps in an tag to create forms using data that isn’t in your organization’s custom objects. Working with a single map can be much simpler than creating a series of instance variables in an Apex controller or creating a custom object just for the form data. Here’s a Visualforce page that uses a map to hold form data for processing by a custom controller: :
And here’s a simple controller that works with the form: public class ListsMapsController { public Map inputFields { get; set; } public ListsMapsController() { inputFields = new Map { 'firstName' => 'Jonny', 'lastName' => 'Appleseed', 'age' => '42' }; } public PageReference submitFieldData() { doSomethingInterestingWithInput(); return null; 173 Dynamic Visualforce Bindings Referencing Apex Maps and Lists } public void doSomethingInterestingWithInput() { inputFields.put('age', (Integer.valueOf(inputFields.get('age')) + 10).format()); } } A Map can contain references to sObjects or sObject fields. To update those items, reference a field name in the input field: public with sharing class MapAccCont { Map mapToAccount = new Map(); public MapAccCont() { Integer i = 0; for (Account a : [SELECT Id, Name FROM Account LIMIT 10]) { mapToAccount.put(i, a); i++; } } public Map getMapToAccount() { return mapToAccount; } } Unresolved Dynamic References Keep in mind the following issues that can arise at run time if a dynamic reference doesn’t resolve: • If there isn’t a value mapped to a particular key, the Visualforce page returns an error message. For example, with this controller: public class ToolController { public Map toolMap { get; set; } public String myKey { get; set; } public ToolController() { Map toolsMap = new Map(); toolsMap.put('Stapler', 'Keeps things organized'); } } This page causes an error at run time: 174 Dynamic Visualforce Bindings Working with Field Sets • If the key is null, the Visualforce page renders an empty string. For example, using the same controller as above, this page shows an empty space: Working with Field Sets You can use dynamic bindings to display field sets on your Visualforce pages. A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. If the page is added to a managed package, administrators can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce page without modifying any code. Field sets are available for Visualforce pages on API version 21.0 or above. You can have up to 50 field sets referenced on a single page. Working with Field Sets Using Visualforce Field sets can be directly referenced in Visualforce by combining the $ObjectType global variable with the keyword FieldSets. For example, if your Contact object has a field set called properNames that displays three fields, your Visualforce page can reference the field data through the following iteration:
You can also choose to render additional information, such as field labels and data types, through the following special properties on the fields in the field set: Property Name Description DBRequired Indicates whether the field is required for the object FieldPath Lists the field’s spanning info Label The UI label for the field Required Indicates whether the field is required in the field set Type The data type for the field For example, you can access the labels and data types for the fields in properNames like this: 175 Dynamic Visualforce Bindings Working with Field Sets Name Label Data Type If this Visualforce page is added to a managed package and distributed, subscribers can edit the properNames field set. The logic for generating the Visualforce page remains the same, while the presentation differs based on each subscriber’s implementation. To reference a field set from a managed package, you must prepend the field set with the organization’s namespace. Using the markup above, if properNames comes from an organization called Spectre, the field set is referenced like this: {!$ObjectType.Contact.FieldSets.Spectre__properNames} Working with Field Sets Using Apex Fields in a field set are automatically loaded when your Visualforce page uses a standard controller. When using a custom controller, you need to add the required fields to the SOQL query for the page. Apex provides two Schema objects that allow you to discover field sets and the fields they contain, Schema.FieldSet and Schema.FieldSetMember. For information about these two system classes, see “FieldSet Class” in the Force.com Apex Code Developer's Guide. Sample: Displaying a Field Set on a Visualforce Page This sample uses Schema.FieldSet and Schema.FieldSetMember methods to dynamically get all the fields in the Dimensions field set for the Merchandise custom object. The list of fields is then used to construct a SOQL query that ensures those fields are available for display. The Visualforce page uses the MerchandiseDetails class as its controller. public class MerchandiseDetails { public Merchandise__c merch { get; set; } public MerchandiseDetails() { this.merch = getMerchandise(); } public List getFields() { return SObjectType.Merchandise__c.FieldSets.Dimensions.getFields(); } private Merchandise__c getMerchandise() { String query = 'SELECT '; for(Schema.FieldSetMember f : this.getFields()) { query += f.getFieldPath() + ', '; } query += 'Id, Name FROM Merchandise__c LIMIT 1'; return Database.query(query); 176 Dynamic Visualforce Bindings Working with Field Sets } } The Visualforce page using the above controller is simple: One thing to note about the above markup is the expression used to determine if a field on the form should be indicated as being a required field. A field in a field set can be required by either the field set definition, or the field’s own definition. The expression handles both cases. Field Set Considerations Fields added to a field set can be in one of two categories: • If a field is marked as Available for the Field Set, it exists in the field set, but the developer hasn’t presented it on the packaged Visualforce page. Administrators can display the field after the field set is deployed by moving it from the Available column to the In the Field Set column. • If a field is marked as In the Field Set, the developer has rendered the field on the packaged Visualforce page by default. Administrators can remove the field from the page after the field set is deployed by removing it from the In the Field Set column. The order in which a developer lists displayed fields determines their order of appearance on a Visualforce page. As a package developer, keep the following best practices in mind: • Subscribers with installed field sets can add fields that your page didn’t account for. There is no way to conditionally omit some fields from a field set iteration, so make sure that any field rendered through your field set works for all field types. • We recommend that you add only non-essential fields to your field set. This ensures that even if a subscriber removes all fields in the field set, Visualforce pages that use that field set still function. 177 Dynamic Visualforce Bindings Dynamic References to Global Variables Note: Field sets are available for Visualforce pages on API version 21.0 or above. SEE ALSO: $FieldSet Object Schema Details Available Using $ObjectType Dynamic References to Global Variables Visualforce pages can use dynamic bindings to reference global variables in their markup. Global variables allow you to access information about the current user, your organization, and schema details about your data. The list of global variables is available in the Global Variables, Functions, and Expression Operators appendix. Referencing a global variable is the same as referencing sObjects and Apex classes—you use the same basic pattern, where reference is a global variable: reference[expression] SEE ALSO: Global Variables Dynamic References to Static Resources Using $Resource Dynamic references to static resources can be very useful for providing support for themes or other visual preferences. To reference a static resource using the $Resource global variable, provide the name of the static resource in an expression: {! $Resource[StaticResourceName] }. For example, if you have a getCustomLogo method that returns the name of an image uploaded as a static resource, reference it like this: . This example illustrates how to switch between two different visual themes. First, create a controller extension named ThemeHandler with the following code: public class ThemeHandler { public ThemeHandler(ApexPages.StandardController controller) { } public static Set getAvailableThemes() { // You must have at least one uploaded static resource // or this code will fail. List their names here. return(new Set {'Theme_Color', 'Theme_BW'}); } public static List getThemeOptions() { List themeOptions = new List(); for(String themeName : getAvailableThemes()) { themeOptions.add(new SelectOption(themeName, themeName)); } return themeOptions; } public String selectedTheme { 178 Dynamic Visualforce Bindings Dynamic References to Static Resources Using $Resource get { if(null == selectedTheme) { // Ensure we always have a theme List themeList = new List(); themeList.addAll(getAvailableThemes()); selectedTheme = themeList[0]; } return selectedTheme; } set { if(getAvailableThemes().contains(value)) { selectedTheme = value; } } } } Notes about this class: • It has an empty constructor, because there’s no default constructor for controller extensions. • Add the name of your uploaded static resource files theme to the getAvailableThemes method. Using Static Resources on page 149 provides details of how to create and upload static resources, in particular, zipped archives containing multiple files. • The last two methods provide the list of themes and the selected theme for use in the Visualforce form components. Now create a Visualforce page that uses this controller extension:

Theme Viewer

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This is a Sub-Heading

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179 Dynamic Visualforce Bindings Dynamic References to Action Methods Using $Action

Note the following about this markup: • The page uses the Account standard controller, but has nothing to do with accounts. You have to specify a controller to use a controller extension. • The first contains the theme selection widget. Using , changes to the selection menu re-render the whole . This is so that the tag gets the updated selectedTheme for its dynamic reference. • The theme preference selected here is only preserved in the view state for the controller, but you could easily save it to a custom setting instead, and make it permanent. • The zip files that contain the graphics and style assets for each theme need to have a consistent structure and content. That is. there needs to be an images/logo.png in each theme zip file, and so on. There are only two dynamic references to the $Resource global variable on this page, but they show how to access both stylesheet and graphic assets. You could use a dynamic reference in every tag on a page and completely change the look and feel. $Label and $Setup are similar to $Resource, in that they allow you to access text values or saved settings that your organization administrator or users themselves can set in Salesforce: • Custom labels allow you to create text messages that can be consistently used throughout your application. Label text can also be translated and automatically displayed in a user’s default language. To learn more about how to use custom labels see Custom Labels. • Custom settings allow you to create settings for your application, which can be updated by administrators or by users themselves. They can also be hierarchical, so that user-level settings override role- or organization-level settings. To learn more about how to use custom settings see Create Custom Data Sets. SEE ALSO: Using Static Resources $Resource Dynamic References to Action Methods Using $Action The $Action global variable allows you to dynamically reference valid actions on an object type, or on a specific record. The most likely way to make use of this is to create a URL to perform that action. For example, you can use the expression {!URLFOR($Action[objectName].New)} in an , with a controller method getObjectName() that provides the name of the sObject. 180 Dynamic Visualforce Bindings Dynamic References to Action Methods Using $Action Here’s an example that does exactly that. The controller extension queries the system to learn the names of all the custom objects accessible to the user, and presents a list of them, along with links to create a new record. First, create a controller extension named DynamicActionsHandler: public with sharing class DynamicActionsHandler { public List customObjectDetails { get; private set; } public DynamicActionsHandler(ApexPages.StandardController cont) { this.loadCustomObjects(); } public void loadCustomObjects() { List cObjects = new List(); // Schema.getGlobalDescribe() returns lightweight tokens with minimal metadata Map gd = Schema.getGlobalDescribe(); for(String obj : gd.keySet()) { if(obj.endsWith('__c')) { // Get the full metadata details only for custom items Schema.DescribeSObjectResult objD = gd.get(obj).getDescribe(); if( ! objD.isCustomSetting()) { // Save details for custom objects, not custom settings CustomObjectDetails objDetails = new CustomObjectDetails( obj, objD.getLabel(), objD.isCreateable()); cObjects.add(objDetails); } } } cObjects.sort(); this.customObjectDetails = cObjects; } public class CustomObjectDetails implements Comparable { public String nameStr { get; set; } public String labelStr { get; set; } public Boolean creatable { get; set; } public CustomObjectDetails(String aName, String aLabel, Boolean isCreatable) { this.nameStr = aName; this.labelStr = aLabel; this.creatable = isCreatable; } public Integer compareTo(Object objToCompare) { CustomObjectDetails cod = (CustomObjectDetails)objToCompare; return(this.nameStr.compareTo(cod.nameStr)); } } } There are a few things of interest in this extension: • The loadCustomObjects method uses Apex schema methods to get metadata information about available custom objects. The Schema.getGlobalDescribe method is a lightweight operation to get a small set of metadata about available objects 181 Dynamic Visualforce Bindings Dynamic References to Schema Details Using $ObjectType and custom settings. The method scans the collection looking for items with names that end in “__c”, which indicates they are custom objects or settings. These items are more deeply inspected using getDescribe, and selected metadata is saved for the custom objects. • Using if(obj.endsWith('__c')) to test whether an item is a custom object or not may feel like a “hack”, but the alternative is to call obj.getDescribe().isCustom(), which is expensive, and there is a governor limit on the number of calls to getDescribe. Scanning for the “__c” string as a first pass on a potentially long list of objects is more efficient. • This metadata is saved in an inner class, CustomObjectDetails, which functions as a simple structured container for the fields to be saved. • CustomObjectDetails implements the Comparable interface, which makes it possible to sort a list of custom objects details by an attribute of each object, in this case, the custom object’s name. Now create a Visualforce page with the following markup:
Custom Object Actions [Create]
[List]
On a page that hasn’t been assigned a specific record, the only two useful actions available are New and List. On a page that queries for a record, the $Action global variable provides methods such as View, Clone, Edit, and Delete. Certain standard objects have additional actions that make sense for their data types. SEE ALSO: $Action Valid Values for the $Action Global Variable Dynamic References to Schema Details Using $ObjectType The $ObjectType global variable provides access to a variety of schema information about the objects in your organization. Use it to reference names, labels, and data types of fields on an object, for example. $ObjectType is a “deep” global variable, and offers the opportunity to use it in a “double dynamic” reference, like so: $ObjectType[sObjectName].fields[fieldName].Type 182 Dynamic Visualforce Bindings Dynamic References to Schema Details Using $ObjectType Here’s an example that uses dynamic globals to provide a general object viewer. First, create a new controller (not extension) named DynamicObjectHandler: public class DynamicObjectHandler { // This class acts as a controller for the DynamicObjectViewer component private String objType; private List accessibleFields; public sObject obj { get; set { setObjectType(value); discoverAccessibleFields(value); obj = reloadObjectWithAllFieldData(); } } // The sObject type as a string public String getObjectType() { return(this.objType); } public String setObjectType(sObject newObj) { this.objType = newObj.getSObjectType().getDescribe().getName(); return(this.objType); } // List of accessible fields on the sObject public List getAccessibleFields() { return(this.accessibleFields); } private void discoverAccessibleFields(sObject newObj) { this.accessibleFields = new List(); Map fields = newObj.getSObjectType().getDescribe().fields.getMap(); for (String s : fields.keySet()) { if ((s != 'Name') && (fields.get(s).getDescribe().isAccessible())) { this.accessibleFields.add(s); } } } private sObject reloadObjectWithAllFieldData() { String qid = ApexPages.currentPage().getParameters().get('id'); String theQuery = 'SELECT ' + joinList(getAccessibleFields(), ', ') + ' FROM ' + getObjectType() + ' WHERE Id = :qid'; return(Database.query(theQuery)); } // Join an Apex List of fields into a SELECT fields list string private static String joinList(List theList, String separator) { 183 Dynamic Visualforce Bindings Dynamic References to Schema Details Using $ObjectType if (theList == null) { return null; } if (separator == null) { separator = ''; } String joined = ''; Boolean firstItem = true; for (String item : theList) { if(null != item) { if(firstItem){ firstItem = false; } else { joined += separator; } joined += item; } } return joined; } } There’s a number of things that are worth noting in this controller: • Visualforce components can’t use controller extensions, so this class is written as a controller instead. There is no constructor defined, so the class uses the default constructor. • To collect metadata for an object, the controller must know the object. Visualforce constructors can’t take arguments so there is no way to know what the object of interest is at the time of instantiation. Instead, the metadata discovery is triggered by the setting of the public property obj. • Several of the methods in this class use system schema discovery methods, in slightly different ways than prior examples. The next piece is a Visualforce component that displays schema information about an object, as well as the specific values of the record that is queried. Create a new Visualforce component named DynamicObjectViewer with the following code: Label API Name Type Value 184 Dynamic Visualforce Bindings Dynamic References to Schema Details Using $ObjectType Notice the following: • Any page that uses this component must look up a record. To do so, use the standard controller for that object, and specify the Id of the record in the URL. For example, https:///apex/DynamicContactPage?id=003D000000Q5GHE. • The selected record is immediately passed into the component’s obj attribute. This parameter is used for all of the object metadata discovery. • The three double dynamic references, which start with $ObjectType[objectType].fields[f], display the metadata for each field, while the normal dynamic reference displays the actual value of the field. • For the data value, the value is {!obj[f]}, using a getter method in the controller, not the perhaps more natural {!rec[f]}, which is the parameter to the component. The reason is simple, the obj attribute has been updated to load data for all of the fields, while rec has remained unchanged from what was loaded by the standard controller, and so only has the Id field loaded. Finally, the new component can be used to create any number of simple Visualforce pages that use the component to display a record detail and schema info page, such as these two pages: SEE ALSO: $ObjectType Field Schema Details Available Using $ObjectType Object Schema Details Available Using $ObjectType 185 CHAPTER 13 Dynamic Visualforce Components Visualforce is primarily intended to be a static, markup-driven language that lets developers create a user interface that matches the Salesforce look-and-feel. However, there are occasions when it’s necessary to programmatically create a page. Usually, this is to achieve complicated user interface behavior that’s difficult or impossible with standard markup. Dynamic Visualforce components offer a way to create Visualforce pages that vary the content or arrangement of the component tree according to a variety of states, such as a user’s permissions or actions, user or organization preferences, the data being displayed, and so on. Rather than using standard markup, dynamic Visualforce components are designed in Apex. A dynamic Visualforce component is defined in Apex like this: Component.Component_namespace.Component_name For example, becomes Component.Apex.DataTable. Note: The Standard Component Reference contains the dynamic representation for all valid Visualforce components. Visualforce components that are dynamically represented in Apex behave like regular classes. Every attribute that exists on a standard Visualforce component is available as a property in the corresponding Apex representation with get and set methods. For example, you could manipulate the value attribute on an component as follows: Component.Apex.OutputText outText = new Component.Apex.OutputText(); outText.value = 'Some dynamic output text.'; Consider using dynamic Visualforce components in the following scenarios: • You can use dynamic Visualforce components inside complex control logic to assemble components in combinations that would be challenging or impossible to create using equivalent standard Visualforce. For example, with standard Visualforce components, you typically control the visibility of components using the rendered attribute with the global IF() formula function. By writing your control logic in Apex, you can choose to display components dynamically with a more natural mechanism. • If you know that you’ll be iterating over objects with certain fields, but not specifically which objects, dynamic Visualforce components can “plug in” the object representation by using a generic sObject reference. For more information, see Example Using a Related List on page 192. Warning: Dynamic Visualforce components are not intended to be the primary way to create new Visualforce pages in your organization. Existing Visualforce pages shouldn’t be rewritten in a dynamic manner and, for most use cases, standard Visualforce components are acceptable and preferred. You should only use dynamic Visualforce components when the page must adapt itself to user state or actions in ways that can’t be elegantly coded into static markup. Dynamic Components Restrictions Not every feature of Visualforce makes sense in a dynamic context, so some components aren’t available dynamically. • The following standard Visualforce components don’t have corresponding dynamic representations in Apex: – 186 Dynamic Visualforce Components Creating and Displaying Dynamic Components – • If a dynamic Visualforce component refers to a specific sObject field, and that field is later deleted, the Apex code for that field reference will still compile, but the page will fail when it is viewed. Also, you can create references to global variables such as $Setup or $Label, and then delete the referenced item, with similar results. Please verify such pages continue to work as expected. • Dynamic Visualforce pages and expressions check attribute types more strictly than static pages. • You can’t set “pass-through” HTML attributes on dynamic components. Creating and Displaying Dynamic Components Note: The examples in this section are deliberately simple for instructional purposes. For a more complete example of when you might benefit from dynamic Visualforce components, see Example Using a Related List on page 192. There are two parts to embedding dynamic Visualforce components on your page: 1. Adding an tag somewhere on your page. This tag acts as a placeholder for your dynamic component. 2. Developing a dynamic Visualforce component in your controller or controller extension. The tag has one required attribute—componentValue—that accepts the name of an Apex method that returns a dynamic component. For example, if you wanted to dynamically generate the title of a section header differently if the deadline for a submitting form has passed, you could use the following markup and controller code: public class DynamicComponentExample { public DynamicComponentExample(ApexPages.StandardController con) { } public Component.Apex.SectionHeader getHeaderWithDueDateCheck() { date dueDate = date.newInstance(2011, 7, 4); boolean overdue = date.today().daysBetween(dueDate) < 0; Component.Apex.SectionHeader sectionHeader = new Component.Apex.SectionHeader(); if (overdue) { sectionHeader.title = 'This Form Was Due On ' + dueDate.format() + '!'; return sectionHeader; } else { 187 Dynamic Visualforce Components Creating and Displaying Dynamic Components sectionHeader.title = 'Form Submission'; return sectionHeader; } } } You can have multiple components on a single page. Each dynamic component has access to a common set of methods and properties. You can review this list in the Apex Developer's Guide in the chapter titled “Component Class”. Dynamic Custom Components Using custom components dynamically works exactly the same as the standard Visualforce components. Just change the namespace to that of the custom component. Your custom components are in the c namespace, so you can create one dynamically like this: Component.c.MyCustomComponent myDy = new Component.c.MyCustomComponent(); As a convenience for your own components, you can omit the namespace, like so: Component.MyCustomComponent myDy = new Component.MyCustomComponent(); If you are using components provided by a third party in a package, use the namespace of the package provider: Component.TheirName.UsefulComponent usefulC = new Component.TheirName.UsefulComponent(); Passing Attributes through the Constructor Instead of setting component attributes via their properties, you can simply pass in a list of one or more attributes through the constructor: Component.Apex.DataList dynDataList = new Component.Apex.DataList(id='myDataList', rendered=true); If an attribute isn’t defined in the constructor, the component's default values are used for that attribute. There are two components that must have an attribute defined in the constructor, rather than through a property: • Component.Apex.Detail must have showChatter=true passed to its constructor if you want to display the Chatter information and controls for a record. Otherwise, this attribute is always false. • Component.Apex.SelectList must have multiSelect=true passed to its constructor if you want the user to be able to select more than one option at a time. Otherwise, this value is always false. These values are Booleans, not Strings; you don’t need to enclose them in single quote marks. Warning: You can’t pass attributes through the class constructor if the attribute name matches an Apex keyword. For example, Component.Apex.RelatedList can’t pass list through the constructor, because List is a reserved keyword. Similarly, Component.Apex.OutputLabel can’t define the for attribute in the constructor, because it’s also a keyword. Defining Expressions and Arbitrary HTML You can add expression language statements with the expressions property. Append expressions before a property name to pass in an expression statement. As in static markup, expressions must be wrapped with the {! } syntax. Here’s an example: Component.Apex.Detail detail = new Component.Apex.Detail(); detail.expressions.subject = '{!Account.ownerId}'; 188 Dynamic Visualforce Components Creating and Displaying Dynamic Components detail.relatedList = false; detail.title = false; Valid expressions include those that refer to fields on standard and custom objects. Global variables and functions are also available, as demonstrated in this example: Component.Apex.OutputText head1 = new Component.Apex.OutputText(); head1.expressions.value = '{!IF(CONTAINS($User.FirstName, "John"), "Hello John", "Hey, you!")}'; Passing in values through expressions is valid only for attributes that support them. Using {! } outside of the expressions property will be interpreted literally, not as an expression. If you want to include plain HTML, you can do so by setting the escape property on Component.Apex.OutputText to false: Component.Apex.OutputText head1 = new Component.Apex.OutputText(); head1.escape = false; head1.value = '

This header contains HTML

'; Defining Facets Similar to the way expressions are defined, facets act as a special property available to dynamic components. Here’s an example: Component.Apex.DataTable myTable = new Component.Apex.DataTable(var='item'); myDT.expressions.value = '{!items}'; ApexPages.Component.OutputText header = new Component.Apex.OutputText(value='This is My Header'); myDT.facets.header = header; For more information on facets, see Best Practices for Using Component Facets on page 390. Defining Child Nodes You can add child nodes to a dynamic Visualforce component using the childComponents property. The childComponents property acts as a reference to a List of Component.Apex objects. Here’s an example of how you can use childComponents to construct a with child input nodes: public Component.Apex.PageBlock getDynamicForm() { Component.Apex.PageBlock dynPageBlock = new Component.Apex.PageBlock(); // Create an input field for Account Name Component.Apex.InputField theNameField = new Component.Apex.InputField(); theNameField.expressions.value = '{!Account.Name}'; theNameField.id = 'theName'; Component.Apex.OutputLabel theNameLabel = new Component.Apex.OutputLabel(); theNameLabel.value = 'Rename Account?'; theNameLabel.for = 'theName'; // Create an input field for Account Number Component.Apex.InputField theAccountNumberField = new Component.Apex.InputField(); theAccountNumberField.expressions.value = '{!Account.AccountNumber}'; theAccountNumberField.id = 'theAccountNumber'; Component.Apex.OutputLabel theAccountNumberLabel = new Component.Apex.OutputLabel(); 189 Dynamic Visualforce Components Deferred Creation of Dynamic Components theAccountNumberLabel.value = 'Change Account #?'; theAccountNumberLabel.for = 'theAccountNumber'; // Create a button to submit the form Component.Apex.CommandButton saveButton = new Component.Apex.CommandButton(); saveButton.value = 'Save'; saveButton.expressions.action = '{!Save}'; // Assemble the form components dynPageBlock.childComponents.add(theNameLabel); dynPageBlock.childComponents.add(theNameField); dynPageBlock.childComponents.add(theAccountNumberLabel); dynPageBlock.childComponents.add(theAccountNumberField); dynPageBlock.childComponents.add(saveButton); return dynPageBlock; } If your markup is defined as: Then your markup is equivalent to the following static markup: Notice that the order of elements in the equivalent static markup is the order in which the dynamic components were added to childComponents, not the order in which they were declared in the Apex code of the getDynamicForm method. Deferred Creation of Dynamic Components The Apex method that defines a dynamic component is by default executed at page load time, before any action method that’s defined for the page is run. Set the invokeAfterAction attribute of a dynamic component to true to wait for page actions to be completed before the method that creates the dynamic component runs. This enables you to design dynamic components that change depending on the result of, for example, a page initialization action or a callout. Here’s a page that has a single dynamic component, which is created after the page’s action method, pageActionUpdateMessage, is completed. 190 Dynamic Visualforce Components Deferred Creation of Dynamic Components Here’s the associated controller that provides the dynamic component definition, and illustrates the effect of the invokeAfterAction attribute. public class DeferredDynamicComponentController { private String msgText { get; set; } public DeferredDynamicComponentController() { this.msgText = 'The controller is constructed.'; } public Component.Apex.OutputPanel getDynamicComp() { // This is the component to return Component.Apex.OutputPanel dynOutPanel= new Component.Apex.OutputPanel(); dynOutPanel.layout = 'block'; // Child component to hold the message text Component.Apex.OutputText msgOutput = new Component.Apex.OutputText(); msgOutput.value = this.msgText; dynOutPanel.childComponents.add(msgOutput); return dynOutPanel; } public Object pageActionUpdateMessage() { this.msgText= 'The page action method has been run.'; return null; } } With the default behavior for dynamic components, the msgText value that’s set in the constructor is displayed by the dynamic component. Setting invokeAfterAction="true" on the dynamic component changes that behavior. The page waits for the pageActionUpdateMethod to be completed and then creates the dynamic component, and so the component displays the value for msgText that’s set in the pageActionUpdateMessage action method instead. Note: The invokeAfterAction attribute is available for dynamic components in pages set to API version 31.0 or later. Deferred Creation of Dynamic Components and Other Actions invokeAfterAction="true" affects dynamic components immediately at page load time, because that’s when page actions run. Setting invokeAfterAction="true" reverses the order of component creation and any action method on the page. That is, the order of execution is changed for action methods on all of the following components. • 191 Dynamic Visualforce Components Example Using a Related List • When invokeAfterAction="false" is set on a dynamic component, the order of execution is as follows. This is the default behavior for dynamic components. 1. Invoke the dynamic component’s creation method, which constructs the component. 2. Invoke the action method. 3. Rerender the page. When invokeAfterAction="true" is set on a dynamic component, the order of execution is as follows. 1. Invoke the action method. 2. Invoke the dynamic component’s creation method, which constructs the component. 3. Rerender the page. Note: In the second case, if the action method returns a PageReference, Visualforce will redirect the request to the new page, and the dynamic component’s creation method won’t be run. To avoid a possible order-of-execution bug, it’s a best practice that methods that create dynamic components don’t have side effects. Example Using a Related List Dynamic Visualforce components are best used when you don’t know the type of object you want to reference, as opposed to dynamic Visualforce bindings, which are best used when you don’t know the fields you want to access. The following scenario for using dynamic Visualforce constructs a simple, reusable page with a known set of fields you want to access. The page and its custom object are placed into an unmanaged package and distributed throughout the same organization. First, create a custom object called Classroom. Create two objects—one named Science 101 and another named Math 201, as this figure shows: Next, create two more custom objects called Student and Teacher. After you finish creating each object: 1. Click New under Custom Fields & Relationships. 2. Select Master-Detail Relationship, then click Next. 3. Select Classroom from the drop-down list, then click Next. 4. Continue to click Next, leaving all the default values intact. Create the following objects and matching relationships: • A new Student named Johnny Walker, and a new Teacher named Mister Pibb, both assigned to Science 101. • Another new Student named Boont Amber, and a new Teacher named Doctor Pepper, both assigned to Math 201. 192 Dynamic Visualforce Components Example Using a Related List Now, create a new Apex page called DynamicClassroomList and paste the following code: public class DynamicClassroomList { private private private private ApexPages.StandardSetController controller; PageReference savePage; Set unSelectedNames; Set selectedNames; public List selected { get; set; } public List unselected { get; set; } public String objId { get; set; } public List displayObjs { get; private set; } boolean idIsSet = false; public DynamicClassroomList() { init(); } public DynamicClassroomList(ApexPages.StandardSetController con) { this.controller = con; init(); } private void init() { savePage = null; unSelectedNames = new Set(); selectedNames = new Set(); if (idIsSet) { ApexPages.CurrentPage().getParameters().put('id', objId); idIsSet = false; } } public PageReference show() { savePage = Page.dynVFClassroom; savePage.getParameters().put('id', objId); return savePage; } public List displayObjsList { get { List options = new List(); List classrooms = [SELECT id, name FROM Classroom__c]; for (Classroom__c c: classrooms) { options.add(new SelectOption(c.id, c.name)); } return options; } 193 Dynamic Visualforce Components Example Using a Related List } public PageReference customize() { savePage = ApexPages.CurrentPage(); savePage.getParameters().put('id', objId); return Page.dynamicclassroomlist; } // The methods below are for constructing the select list public List selectedOptions { get { List sorted = new List(selectedNames); sorted.sort(); List options = new List(); for (String s: sorted) { options.add(new SelectOption(s, s)); } return options; } } public List unSelectedOptions { get { Schema.DescribeSObjectResult R = Classroom__c.SObjectType.getDescribe(); List C = R.getChildRelationships(); List options = new List(); for (Schema.ChildRelationship cr: C) { String relName = cr.getRelationshipName(); // We're only interested in custom relationships if (relName != null && relName.contains('__r')) { options.add(new SelectOption(relName, relName)); } } return options; } } public void doSelect() { for (String s: selected) { selectedNames.add(s); unselectedNames.remove(s); } } public void doUnSelect() { for (String s: unselected) { unSelectedNames.add(s); selectedNames.remove(s); } } 194 Dynamic Visualforce Components Example Using a Related List public Component.Apex.OutputPanel getClassroomRelatedLists() { Component.Apex.OutputPanel dynOutPanel= new Component.Apex.OutputPanel(); for(String id: selectedNames) { Component.Apex.RelatedList dynRelList = new Component.Apex.RelatedList(); dynRelList.list = id; dynOutPanel.childComponents.add(dynRelList); } return dynOutPanel; } } After trying to save, you may be prompted about a missing Visualforce page. Click the link to create the page: the next blocks of code will populate it. Create a Visualforce page called dynVFClassroom and paste the following code: Finally, create a page called DynamicClassroomList. If you’ve been following this tutorial from the beginning, you should have already created this page when constructing your controller extension. Paste in the following code:

195 Dynamic Visualforce Components Example Using a Related List

This is the page that presents the user with the option of selecting which object relationships to display. Notice that the “selected” and “unselected” lists are populated through dynamic means. After assembling the controller extension and these pages, navigate to /apex/dynVFClassroom in your organization. You’ll see a sequence similar to the following: 196 Dynamic Visualforce Components Example Using a Related List 197 CHAPTER 14 Integrating Email with Visualforce Visualforce can be used to send email to any of your contacts, leads, or other recipients. It is also possible to create reusable email templates that take advantage of Visualforce's ability to iterate over your Salesforce records. The following topics explain how: • Sending an Email with Visualforce • Visualforce Email Templates Sending an Email with Visualforce It is possible to send email using Visualforce by creating a custom controller to deliver the message. The Apex Messaging.SingleEmailMessage class handles the outbound email functionality available to Salesforce. The following topics demonstrate a number of features available when sending email through Visualforce: • Creating a Custom Controller with the Messaging Class • Creating an Email Attachment Creating a Custom Controller with the Messaging Class At minimum, a custom controller that uses the Apex Messaging namespace needs a subject, a body, and a recipient for the email. You will need a page that acts as a form to fill out the subject and body and deliver the email. Create a new page called sendEmailPage and use the following code:

Fill out the fields below to test how you might send an email to a user.


Name {!contact.Name} Email {!contact.Email}

:
198 Integrating Email with Visualforce Creating a Custom Controller with the Messaging Class

:



Notice in the page markup that the account ID is retrieved from the URL of the page. For this example to render properly, you must associate the Visualforce page with a valid account record in the URL. For example, if 001D000000IRt53 is the account ID, the resulting URL should be: https://Salesforce_instance/apex/sendEmailPage?id=001D000000IRt53 Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record. The following code creates a controller named sendEmail that implements the Messaging.SingleEmailMessage class, and uses the contacts related to an account as recipients: public class sendEmail { public String subject { get; set; } public String body { get; set; } private final Account account; // Create a constructor that populates the Account object public sendEmail() { account = [select Name, (SELECT Contact.Name, Contact.Email FROM Account.Contacts) from Account where id = :ApexPages.currentPage().getParameters().get('id')]; } public Account getAccount() { return account; } public PageReference send() { // Define the email Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage(); String addresses; if (account.Contacts[0].Email != null) { addresses = account.Contacts[0].Email; // Loop through the whole list of contacts and their emails for (Integer i = 1; i < account.Contacts.size(); i++) { if (account.Contacts[i].Email != null) { addresses += ':' + account.Contacts[i].Email; } } } 199 Integrating Email with Visualforce Creating a Custom Controller with the Messaging Class String[] toAddresses = addresses.split(':', 0); // Sets the paramaters of the email email.setSubject( subject ); email.setToAddresses( toAddresses ); email.setPlainTextBody( body ); // Sends the email Messaging.SendEmailResult [] r = Messaging.sendEmail(new Messaging.SingleEmailMessage[] {email}); return null; } } Notice in the controller that: • The subject and body of the email are set through a separate Visualforce page and passed into the controller. • The method that sends the email is called send(). This name must match the name of the action for the Visualforce button that sends the email. • The recipients of the email, that is, the email addresses stored in toAddresses[], come from the addresses of the contacts available in an associated account. When compiling a list of recipients from contacts, leads, or other records, it is a good practice to loop through all the records to verify that an email address is defined for each. The account ID is retrieved from the URL of the page. 200 Integrating Email with Visualforce Creating an Email Attachment Example of the Form on sendEmailPage SEE ALSO: Apex Developer Guide: Outbound Email Creating an Email Attachment If you want to add an attachment to your email, you will need to add only a few lines of code to your custom controller. Email attachments are Blob file types. To create an attachment, you need to use the Apex Messaging.EmailFileAttachment class. You must define both the file name and the content of an EmailFileAttachment object. Adding a PDF Attachment The following example demonstrates how to transform a PageReference to a Visualforce page rendered as a PDF into an email attachment. First, create a page called attachmentPDF:

Account Details

201 Integrating Email with Visualforce Creating an Email Attachment
Note: See Best Practices for Rendering PDF Files on page 392 for details of which components are recommended for use in PDF attachments. Next, create the EmailFileAttachment object in the send() method of your custom controller. The following examples must be placed before calling Messaging.sendEmail: // Reference the attachment page, pass in the account ID PageReference pdf = Page.attachmentPDF; pdf.getParameters().put('id',(String)account.id); pdf.setRedirect(true); // Take the PDF content Blob b = pdf.getContent(); // Create the email attachment Messaging.EmailFileAttachment efa = new Messaging.EmailFileAttachment(); efa.setFileName('attachment.pdf'); efa.setBody(b); If your SingleEmailMessage object is named email, then you associate the attachment like this: email.setFileAttachments(new Messaging.EmailFileAttachment[] {efa}); Defining a Custom Component as an Attachment By creating a custom component and using it on the Visualforce email form and to render the PDF for the email, users can see a preview of the content they are trying to send. The following markup defines a custom component named attachment that represents the attachment for the email:

Account Details

202 Integrating Email with Visualforce Creating an Email Attachment
Replace your attachmentPDF page like this: Then add the custom component to render at the bottom of your previous sendEmailPage: If you want to make changes to both the attachment and the preview, the attachment custom component needs to be modified in only one location. Example: Sending an Email with an Attachment The following example shows the previous sendEmail example with a custom component that adds a Visualforce page as an attachment. First, the controller: public class sendEmail { public String subject { get; set; } public String body { get; set; } private final Account account; // Create a constructor that populates the Account object public sendEmail() { account = [SELECT Name, (SELECT Contact.Name, Contact.Email FROM Account.Contacts) FROM Account WHERE Id = :ApexPages.currentPage().getParameters().get('id')]; } public Account getAccount() { return account; } 203 Integrating Email with Visualforce Creating an Email Attachment public PageReference send() { // Define the email Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage(); // Reference the attachment page and pass in the account ID PageReference pdf = Page.attachmentPDF; pdf.getParameters().put('id',(String)account.id); pdf.setRedirect(true); // Take the PDF content Blob b = pdf.getContent(); // Create the email attachment Messaging.EmailFileAttachment efa = new Messaging.EmailFileAttachment(); efa.setFileName('attachment.pdf'); efa.setBody(b); String addresses; if (account.Contacts[0].Email != null) { addresses = account.Contacts[0].Email; // Loop through the whole list of contacts and their emails for (Integer i = 1; i < account.Contacts.size(); i++) { if (account.Contacts[i].Email != null) { addresses += ':' + account.Contacts[i].Email; } } } String[] toAddresses = addresses.split(':', 0); // Sets the paramaters of the email email.setSubject( subject ); email.setToAddresses( toAddresses ); email.setPlainTextBody( body ); email.setFileAttachments(new Messaging.EmailFileAttachment[] {efa}); // Sends the email Messaging.SendEmailResult [] r = Messaging.sendEmail(new Messaging.SingleEmailMessage[] {email}); return null; } } Next, the Visualforce page that sends the email:

Fill out the fields below to test how you might send an email to a user.

204 Integrating Email with Visualforce Visualforce Email Templates Name {!contact.Name} Email {!contact.Email}

:


:


SEE ALSO: Apex Developer Guide: EmailFileAttachment Class Visualforce Email Templates Developers and administrators can use Visualforce to create email templates. The advantage of using Visualforce over standard HTML email templates is that Visualforce gives you the ability to perform advanced operations on data that is sent to a recipient. Although Visualforce email templates use standard Visualforce components, they are not created in the same way. Visualforce email templates always use components that are prefaced with the messaging namespace. In addition: • All Visualforce email templates must be contained within a single tag. This is analogous to regular Visualforce pages being defined within a single tag. • The tag must contain either a single tag or a single tag. • Several standard Visualforce components are not available for use within . These include , and all related pageBlock components, and all input components such as . If you attempt to save a Visualforce email template with these components, an error message displays. The following topics provide more details: • Creating a Visualforce Email Template • Using a Custom Stylesheet in a Visualforce Email Template 205 Integrating Email with Visualforce Creating a Visualforce Email Template • Adding Attachments • Using Custom Controllers within Visualforce Email Templates Creating a Visualforce Email Template 1. Do one of the following: • If you have permission to edit public templates, from Setup, enter Email Templates in the Quick Find box, then select Email Templates. • If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears. 2. Click New Template. 3. Choose Visualforce and click Next. You can’t send a mass email using a Visualforce email template. 4. Choose a folder in which to store the template. 5. To make the template available for use, select the Available For Use checkbox. 6. Enter a name in Email Template Name. 7. If necessary, change the Template Unique Name. This unique name refers to the component when you use the Force.com API. In managed packages, this unique name prevents naming conflicts in package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, you can change certain components’ names in a managed package and the changes are reflected in a subscriber’s organization. 8. If desired, choose a different character set from the Encoding drop-down list. 9. Enter a description for the template. Both template name and description are for your internal use only. 10. Enter a subject line for your template in Email Subject. 11. In the Recipient Type drop-down list, select the type of recipient to receive email created from the template. 12. If desired, in the Related To Type drop-down list, select the object from which the template retrieves merge field data. 13. Click Save. 14. On the View Email Templates in Salesforce Classic page, click Edit Template. 15. Enter markup text for your Visualforce email template. Note: If you are including an image, we recommend uploading it to the Documents tab to reference the copy of the image on our server. For example: 209 Integrating Email with Visualforce Using a Custom Stylesheet in a Visualforce Email Template Example of the Rendered Visualforce Email Template Defining Visualforce Stylesheets in a Custom Component Although you cannot reference an external stylesheet in a Visualforce email template, you can place the style definitions within a custom component that can be referenced in other places. For example, you can modify the previous example to place the style information in a component named EmailStyle: Then, in the Visualforce email template, you can reference just that component:

Dear {!recipient.name},

...
Note: Any tags used within a Visualforce email template must have an access level of global. Adding Attachments You have the ability to add attachments to your Visualforce email templates. Each attachment must be encapsulated within a single component. Code within can be a combination of HTML and Visualforce tags. The previous example shows how to create a Visualforce email template by iterating through some data and displaying it to an email recipient. This example shows how to modify that markup to display the data as an attachment:

Dear {!recipient.name},

Attached is a list of cases related to {!relatedTo.name}.

For more detailed information login to Salesforce.com
Case Number: {!cx.CaseNumber} Origin: {!cx.Origin} 211 Integrating Email with Visualforce Adding Attachments Creator Email: {!cx.Contact.email} Case Number: {!cx.Status}
This markup renders in an email as an attached data file, without any formatting. You can display the data in a more readable format by using one of the following options: • Changing the Filename • Changing the renderAs Attribute • Adding Styles and Images Changing the Filename The tag has an attribute called filename that defines the name of the attached file. While it is good practice to define an easily identifiable name, it is not required. If you leave it undefined, Salesforce generates a name for you. A filename without an extension defaults to a text file. You can render an attached file as a CSV: {!cx.CaseNumber} {!cx.Origin} {!cx.Contact.email} {!cx.Status} You can also render the data as an HTML file:
Case NumberOrigin Creator EmailStatus
{!cx.CaseNumber} {!cx.Origin} {!cx.Contact.email} {!cx.Status}
212 Integrating Email with Visualforce Adding Attachments Although you can only define one filename for every component, you can attach multiple files to an email. Changing the renderAs Attribute Similar to other Visualforce pages, setting the renderAs attribute to PDF on a component renders the attachment as a PDF. For example:

You can display your {!relatedTo.name} cases as a PDF:

Case NumberOrigin Creator EmailStatus
{!cx.CaseNumber} {!cx.Origin} {!cx.Contact.email} {!cx.Status}
Limitations of the Visualforce PDF rendering service include the following. • PDF is the only supported rendering service. • The PDF rendering service renders PDF version 1.4. • Rendering a Visualforce page as a PDF file is intended for pages designed and optimized for print. • A Visualforce page rendered as a PDF file displays either in the browser or is downloaded, depending on the browser’s settings. Specific behavior depends on the browser, version, and user settings, and is outside the control of Visualforce. • The PDF rendering service renders the markup and data on your page, but it might not render formatting contained within the contents of rich text area fields added to the page. • Long lines of text that don’t have break points, such as a space or dash, can’t be wrapped by the PDF rendering service. This most commonly happens with very long URLs, registry entries, and so on. When these lines are wider than the page, they increase the width of the page’s content beyond the edge of the PDF page. This causes content to “flow” off the side of the page, cutting it off. • Don’t use standard components that aren’t easily formatted for print, or form elements such as inputs or buttons, or any component that requires JavaScript to be formatted. • PDF rendering doesn’t support JavaScript-rendered content. • PDF rendering isn’t supported for pages in Salesforce1. • The font used on the page must be available on the Visualforce PDF rendering service. Web fonts aren’t supported. 213 Integrating Email with Visualforce Adding Attachments • If the PDF file fails to display all the page’s text, particularly multibyte characters such as Japanese or accented international characters, adjust your CSS to use a font that supports them. For example: これはサンプルページです。
This is a sample page: API version 28.0
“Arial Unicode MS” is the only font supported for extended character sets that include multibyte characters. • If you use inline CSS styles, set the API version to 28.0 or later. Also set , and add static, valid and tags to your page, as in the previous example. • The maximum response size when creating a PDF file must be less than 15 MB before being rendered as a PDF file. This limit is the standard limit for all Visualforce requests. • The maximum file size for a generated PDF file is 60 MB. • The maximum total size of all images included in a generated PDF is 30 MB. • PDF rendering doesn’t support images encoded in the data: URI scheme format. • The following components don’t support double-byte fonts when rendered as PDF. – These components aren’t recommended for use in pages rendered as PDF. • If an or has no components that are rendered, rendering the page as PDF fails. To work around this issue, set the table component’s rendered attribute to false if none of its child components are rendered. Adding Styles and Images Attachments can also use stylesheets to change the way your data is presented. Styles are associated with attachments the same way as they are in Visualforce email templates, either as inline code, or by using a custom component. Attachments rendered as PDFs can reference static resources through the $Resource global variable. This enables you to refer to an image or stylesheet within the body of the PDF. For example, the following attachment includes a logo in the PDF: ... 214 Integrating Email with Visualforce Using Custom Controllers within Visualforce Email Templates This attachment references a stylesheet you have saved as a static resource: ... Warning: Referencing static resources on a remote server can increase the time it takes to render a PDF attachment. You can’t reference remote resources when creating PDF attachments in an Apex trigger; doing so will result in an exception. Using Custom Controllers within Visualforce Email Templates Visualforce email templates can leverage custom controllers to render highly customized content. To do so, include a custom component in a Visualforce email template that uses that custom controller. For example, suppose you want to display a list of all accounts beginning with the word “Smith” in an email template. To do this, first write a custom controller that uses a SOSL call to return a list of accounts that begin with “Smith”: public class findSmithAccounts { private final List accounts; public findSmithAccounts() { accounts = [select Name from Account where Name LIKE 'Smith_%']; } public List getSmithAccounts() { return accounts; } } Next, create a custom component named smithAccounts that uses this controller: Account Name {!s_account.Name} Tip: Remember that all custom components used in Visualforce email templates must have an access level of global. Finally, create a Visualforce email template that includes the smithAccounts component:

As you requested, here's a list of all our Smith accounts:

Hope this helps with the {!relatedToType}.

215 Integrating Email with Visualforce Using Custom Controllers within Visualforce Email Templates
Notice that although the relatedToType attribute is required by the emailTemplate component, it does not have any effect on this example. It has the value of "Opportunity" only to show that it can take an object value that is different than the object used in the custom component. Note: Sharing settings are enforced if your email templates use a standard controller. If your organization-wide default for the user object is set to Private and you need to access user information such as name and email address in your Visualforce email template, you can use a custom component or custom controller with the without sharing keywords. For information about sharing for the user object, see User Sharing Overview in the Salesforce online help. 216 CHAPTER 15 Visualforce Charting Visualforce charting is a collection of components that provide a simple and intuitive way to create charts in your Visualforce pages and custom components. What is Visualforce Charting? Visualforce charting gives you an easy way to create customized business charts, based on data sets you create directly from SOQL queries, or by building the data set in your own Apex code. By combining and configuring individual data series, you can compose charts that display your data in ways meaningful to your organization. Visualforce charts are rendered client-side using JavaScript. This allows charts to be animated and visually exciting, and chart data can load and reload asynchronously, which can make the page feel more responsive. Why Would You Use Visualforce Charting? Use Visualforce charting when the standard Salesforce charts and dashboards are insufficient, or when you wish to compose custom pages that combine charts and data tables in ways that are more useful to your organization. Alternatives to Visualforce Charting Salesforce provides a number of dashboards and reports, which support a variety of business charts. These charts can be simpler to create and customize because they do not require programming in Visualforce or Apex. Visualforce charting is designed to be flexible, but also easy to use. It offers variations on bar, line, area, and pie charts commonly used in business graphics, as well as radar, gauge, and scatter charts for more specialized charting. If you need different chart types, or want to add advanced user or page interactions, you might want to investigate using a JavaScript charting library instead. This is more work, but allows greater customization. For example, see Integrating Visualforce and Google Charts on page 135. Using JavaScript in Visualforce Pages on page 345 provides more information about how to use JavaScript libraries with Visualforce. Visualforce Charting Limitations and Considerations This section lists considerations and known limitations for Visualforce Charting. • Visualforce charts only render in browsers which support scalable vector graphics (SVG). For more information, see WC3 SVG Working Group. • Visualforce charting uses JavaScript to draw the charts. Visualforce charts won’t display in pages rendered as PDFs. • Email clients do not usually support JavaScript execution in messages. Don’t use Visualforce charting in email messages or email templates. 217 Visualforce Charting How Visualforce Charting Works • Visualforce charting sends errors and messages to the JavaScript console. Keep a JavaScript debugging tool, such as Firebug, active during development. • Dynamic (Apex-generated) charting components are not supported at this time. How Visualforce Charting Works A Visualforce chart is defined using a series of charting components, which are then linked to a data source to be graphed on the chart. Create a chart with Visualforce by doing the following: 1. Write an Apex method that queries for, calculates, and wraps your chart data to send to the browser. 2. Define your chart using the Visualforce charting components. When the page containing the chart loads, the chart data is bound to a chart component, and the JavaScript that draws the chart is generated. When the JavaScript executes, the chart is drawn in the browser. A Simple Charting Example A Visualforce chart requires that you create a chart container component, which encloses at least one data series component. You can optionally add additional series components, chart axes, as well as labeling components such as a legend, chart labels, and tooltips for data points. Here is a simple pie chart and the markup that creates it: The component defines the chart container, and binds the component to the data source, the getPieData() controller method. The describes the label and data fields to access in the returned data, to label and size each data point. Here’s the associated controller: public class PieChartController { public List getPieData() { 218 Visualforce Charting Providing Chart Data List data = new List(); data.add(new PieWedgeData('Jan', 30)); data.add(new PieWedgeData('Feb', 15)); data.add(new PieWedgeData('Mar', 10)); data.add(new PieWedgeData('Apr', 20)); data.add(new PieWedgeData('May', 20)); data.add(new PieWedgeData('Jun', 5)); return data; } // Wrapper class public class PieWedgeData { public String name { get; set; } public Integer data { get; set; } public PieWedgeData(String name, Integer data) { this.name = name; this.data = data; } } } This controller is deliberately simple; you normally issue one or more SOQL queries to collect your data. These are the important points illustrated by the example: • The getPieData() method returns a List of simple objects, an inner class PieWedgeData used as a wrapper. Each element in the list is used to create a data point. • The PieWedgeData class is just a set of properties, and is essentially used as a name=value store. • The chart series component defines which properties from the PieWedgeData class to use to determine each point in the series. In this simple example there’s no mystery, but in charts with multiple series and axes this convention allows the efficient return of the entire data set in one List object. Providing Chart Data A Visualforce chart binds to the source of its data through the data attribute on the component. Data can be provided several different ways: • As an expression that represents a controller method reference • As a string representing a JavaScript function • As a string representing a JavaScript array SEE ALSO: Providing Chart Data via a Controller Method Providing Chart Data Using a JavaScript Function Providing Chart Data via a JavaScript Array Chart Data Format 219 Visualforce Charting Providing Chart Data Providing Chart Data via a Controller Method The most straightforward way to provide data to a chart is using a Visualforce expression that references a controller method. Simply reference the controller in the data attribute. On the server side, write a controller method that returns a List of objects, which can be your own Apex wrapper objects as in A Simple Charting Example on page 218, sObjects, or AggregateResult objects. The method is evaluated server-side, and the results serialized to JSON. On the client, these results are used directly by , with no further opportunity for processing. To illustrate this technique with sObjects, here is a simple controller that returns a list of Opportunities, and a bar chart for their amounts: public class OppsController { // Get a set of Opportunities public ApexPages.StandardSetController setCon { get { if(setCon == null) { setCon = new ApexPages.StandardSetController(Database.getQueryLocator( [SELECT name, type, amount, closedate FROM Opportunity])); setCon.setPageSize(5); } return setCon; } set; } public List getOpportunities() { return (List) setCon.getRecords(); } } 220 Visualforce Charting Providing Chart Data There are two important things to notice about this example: • The Visualforce chart components access the data attributes from a List of Opportunity sObjects the same way as from the simple Data object used in A Simple Charting Example on page 218. • The object field names used as data attributes are case-sensitive in JavaScript while field names in Apex and Visualforce are case-insensitive. Be careful to use the precise field name in the fields, xField, and yField attributes of axes and data series components, or your chart will silently fail. SEE ALSO: Chart Data Format Refreshing Chart Data Using Providing Chart Data Using a JavaScript Function To access data using JavaScript remoting, or an external (non-Salesforce) data source, provide the component with the name of a JavaScript function that provides the data. That JavaScript function must be defined in or linked from your Visualforce page. This function has the opportunity to manipulate the results before passing it to , or to perform other user interface or page updates. The JavaScript function must take a callback function as a parameter, and invoke the callback with the function's data result object. The simplest working JavaScript function looks like this: 221 Visualforce Charting Providing Chart Data To support this chart, add the following controller method to the PieChartController class defined in A Simple Charting Example on page 218: @RemoteAction public static List getRemotePieData() { List data = new List(); data.add(new PieWedgeData('Jan', 30)); data.add(new PieWedgeData('Feb', 15)); data.add(new PieWedgeData('Mar', 10)); data.add(new PieWedgeData('Apr', 20)); data.add(new PieWedgeData('May', 20)); data.add(new PieWedgeData('Jun', 5)); return data; } SEE ALSO: Chart Data Format JavaScript Remoting for Apex Controllers Refreshing Chart Data Using JavaScript Remoting Providing Chart Data via a JavaScript Array You can use Visualforce charting with non-Salesforce data sources by building a JavaScript array, in your own JavaScript code in your page, and providing the name of that array to . The following trivial code illustrates this technique: When using this technique, if your data is coming from a non-Salesforce source, you might not need any server-side Apex code at all. SEE ALSO: Chart Data Format Chart Data Format Data provided to a Visualforce chart must meet some specific requirements. Every element in the data collection must contain all fields referenced in the component hierarchy that is bound to that data source. If all fields aren’t provided, a client-side JavaScript error is thrown, which you can view in a JavaScript console such as Firebug. Chart data provided by an Apex method should be a List of uniform objects. These objects can be simple wrappers, sObjects, or AggregateResult objects. Data fields can be made accessible as public member variables or properties. 222 Visualforce Charting Building a Complex Chart with Visualforce Charting Chart data provided by JavaScript methods should be a JavaScript array of arrays. Each inner array represents a record or data point. Data fields are made accessible as name: value pairs. See Providing Chart Data via a JavaScript Array on page 222 for an example. SEE ALSO: Providing Chart Data via a JavaScript Array Building a Complex Chart with Visualforce Charting Use Visualforce charting to assemble a variety of chart components into a complex chart that represents multiple sets of related data. The end result can be quite sophisticated and attention getting. The Chart Controller The examples later in this topic use the following controller, which is a modest expansion of the controller in A Simple Charting Example. It includes more data, and methods that can be called by remote JavaScript invocation: public class ChartController { // Return a list of data points for a chart public List getData() { return ChartController.getChartData(); } // Make the chart data available via JavaScript remoting @RemoteAction public static List getRemoteData() { return ChartController.getChartData(); } // The actual chart data; needs to be static to be // called by a @RemoteAction method public static List getChartData() { List data = new List(); data.add(new Data('Jan', 30, 90, 55)); data.add(new Data('Feb', 44, 15, 65)); data.add(new Data('Mar', 25, 32, 75)); data.add(new Data('Apr', 74, 28, 85)); data.add(new Data('May', 65, 51, 95)); data.add(new Data('Jun', 33, 45, 99)); data.add(new Data('Jul', 92, 82, 30)); data.add(new Data('Aug', 87, 73, 45)); data.add(new Data('Sep', 34, 65, 55)); data.add(new Data('Oct', 78, 66, 56)); data.add(new Data('Nov', 80, 67, 53)); data.add(new Data('Dec', 17, 70, 70)); return data; } // Wrapper class public class Data { public String name { get; set; } public Integer data1 { get; set; } 223 Visualforce Charting Building a Complex Chart with Visualforce Charting public Integer data2 { get; set; } public Integer data3 { get; set; } public Data(String name, Integer data1, Integer data2, Integer data3) { this.name = name; this.data1 = data1; this.data2 = data2; this.data3 = data3; } } } Note: The @RemoteAction method isn’t used in the chart examples in this topic, but it illustrates how you can re-use your data generation method for both server-side and JavaScript remoting methods. Creating a Simple Line Chart Here is a simple line chart that graphs one of the three data series in the data set, “Opportunities Closed-Won,” over a calendar year: Things to note about this example: • Line and bar charts require you to define the X and Y axes for the chart. • The vertical axis is defined on the left side of the chart, and measures the dollar amount of the Opportunities closed in that month. • The horizontal axis is defined on the bottom of the chart, and represents the months of the calendar year. • The actual line chart, the component, is bound to a specific axis. 224 Visualforce Charting Building a Complex Chart with Visualforce Charting • There are a number of marker attributes that you can use to differentiate each line in the chart. Adding a Second Data Series Adding a second data series with the same unit of measure is simple. Here, the “Opportunities Closed-Lost” data set is added as a second line series: The important thing to note is how both data1 and data2 fields are bound to the vertical by the fields attribute of that component. This allows the charting engine to determine appropriate scale and tick marks for the axis. Adding a Bar Chart Series with a Second Axis To add another data series, but charted against a different set of units, you need to add a second vertical axis. The following example shows a data series, “Revenue by Month,” added as a bar chart: 225 Visualforce Charting Building a Complex Chart with Visualforce Charting Notice the following: • To add a data series with a new unit of measure, you need to add a second vertical axis on the right side of the chart. • You can have up to four different axes, one for each edge of the chart. • The bar chart is set to a vertical orientation and bound to the right axis. Bind a horizontal bar chart to the top or bottom axis. Adding a Legend, Labels, and Chart Tips You can improve the comprehensibility of the chart by adding a chart legend, series labels, and by making sure that chart labels are readable: 226 Visualforce Charting Building a Complex Chart with Visualforce Charting Note the following about the additions: • The order of the data series components determines the layering of the chart elements when drawn. In the prior example, the bar chart was in the foreground. In this example, the bar chart has been placed in the background because the component is before the two components. • The component can be in any of four positions: left, right, top, or bottom. The legend is placed within the boundary of the chart; in this example the legend has compressed the horizontal width of the chart itself. • Add legend titles using the data series component title attribute. • To rotate the labels for the bottom chart axis, the component is enclosed in the component it affects. 227 Visualforce Charting Updating Charts with Refreshed Data • The component enables rollover tool tips that provide additional information about each data point in the series that encloses it. SEE ALSO: How Visualforce Charting Works Updating Charts with Refreshed Data Redraw a chart with new or updated data by using the component, or by using JavaScript remoting and your own JavaScript code. allows you to update the chart using only Visualforce. JavaScript remoting requires you to write some JavaScript code, but provides more flexibility and smoother transitions. IN THIS SECTION: Refreshing Chart Data Using Update a Visualforce chart in response to a user’s actions by adding the component to Visualforce user interface elements that affect the chart’s data. Refreshing Chart Data Using JavaScript Remoting Update a Visualforce chart periodically, or in response to a user’s actions, using custom JavaScript. JavaScript code can respond to complex user activity or timer events, and use JavaScript remoting to retrieve new chart data whenever required. Refreshing Chart Data Using Update a Visualforce chart in response to a user’s actions by adding the component to Visualforce user interface elements that affect the chart’s data. The following markup displays a pie chart that can be updated by choosing a new year from a menu next to the chart: 228 Visualforce Charting Refreshing Chart Data Using This markup attaches a chart component to its data source by setting the chart’s data attribute to the Visualforce expression {!pieData}. The expression calls the getPieData() controller method, which returns the data. The chart is wrapped in an with an id attribute of theChart. An component is used to submit a new year back to the page’s controller when the chart needs to be updated. The tag displays the years available to chart, and a child tag submits the form whenever the menu changes. The id of the chart’s , theChart, is used in the reRender attribute to limit updating to the chart, instead of reloading the whole page. Finally, an component provides a status message while the chart is refreshing. It’s easy to replace the minimal text message with an animated graphic or text effect. PieChartRemoteController The controller for this page is an expansion of the pie chart controller used in A Simple Charting Example on page 218. public class PieChartRemoteController { // The year to be charted public String chartYear { get { if (chartYear == Null) chartYear = '2013'; return chartYear; } set; } // Years available to be charted, for public static List getChartYearOptions() { List years = new List(); years.add(new SelectOption('2013','2013')); years.add(new SelectOption('2012','2012')); years.add(new SelectOption('2011','2011')); years.add(new SelectOption('2010','2010')); return years; } public List getPieData() { // Visualforce expressions can't pass parameters, so get from property return PieChartRemoteController.generatePieData(this.chartYear); } @RemoteAction public static List getRemotePieData(String year) { // Remoting calls can send parameters with the call return PieChartRemoteController.generatePieData(year); } // Private data "generator" 229 Visualforce Charting Refreshing Chart Data Using JavaScript Remoting private static List generatePieData(String year) { List data = new List(); if(year.equals('2013')) { // These numbers are absolute quantities, not percentages // The chart component will calculate the percentages data.add(new PieWedgeData('Jan', 30)); data.add(new PieWedgeData('Feb', 15)); data.add(new PieWedgeData('Mar', 10)); data.add(new PieWedgeData('Apr', 20)); data.add(new PieWedgeData('May', 20)); data.add(new PieWedgeData('Jun', 5)); } else { data.add(new PieWedgeData('Jan', 20)); data.add(new PieWedgeData('Feb', 35)); data.add(new PieWedgeData('Mar', 30)); data.add(new PieWedgeData('Apr', 40)); data.add(new PieWedgeData('May', 5)); data.add(new PieWedgeData('Jun', 10)); } return data; } // Wrapper class public class PieWedgeData { public String name { get; set; } public Integer data { get; set; } public PieWedgeData(String name, Integer data) { this.name = name; this.data = data; } } } This controller supports providing data to a Visualforce chart two different ways: • Using a Visualforce expression, {!pieData}, which calls the instance method getPieData(). • Using JavaScript remoting, by calling the @RemoteAction static method getRemotePieData() from a JavaScript method. SEE ALSO: Refreshing Chart Data Using JavaScript Remoting Providing Chart Data via a Controller Method apex:actionSupport apex:actionStatus Refreshing Chart Data Using JavaScript Remoting Update a Visualforce chart periodically, or in response to a user’s actions, using custom JavaScript. JavaScript code can respond to complex user activity or timer events, and use JavaScript remoting to retrieve new chart data whenever required. 230 Visualforce Charting Refreshing Chart Data Using JavaScript Remoting The following markup displays a pie chart that can be updated by choosing a new year from a menu next to the chart:
This markup attaches a chart component to its data source by setting the chart’s data attribute to the name of a JavaScript function, retrieveChartData, which returns the data. The name of the function is provided as a string. A static HTML menu’s onChange attribute calls a JavaScript function, refreshRemoteChart(), whenever the menu changes. There are two additional static HTML elements: two tags with IDs. The tags are empty when the page loads, and are updated via JavaScript to display status and error messages when necessary. The two JavaScript functions that precede the Visualforce markup are the glue between the Visualforce chart and the @RemoteAction controller method that provides the data. There are three links between the functions and the chart component: 1. The chart component’s data attribute is set to “retrieveChartData”, the name of the first JavaScript function. This tells the chart component to use the JavaScript function to load its data. The chart component invokes retrieveChartData() directly only once, when the chart is first created and the data is initially loaded. 2. Reloading happens when the second JavaScript function, refreshRemoteChart(), is called. This is the second link, from the theYear menu. When the year menu changes, refreshRemoteChart() is invoked, and it re-invokes the retrieveChartData() function to load a new set of data. 3. When refreshRemoteChart() invokes retrieveChartData(), it provides an anonymous function as a callback, which handles the result of the @RemoteAction call when it returns. This callback updates the chart by calling RemotingPieChart.reload(data). The chart itself is RemotingPieChart, named by setting the name attribute, and reload() is a JavaScript function available on Visualforce charts once created, which accepts new data and then redraws the chart. This diagram illustrates these links between the different components of the page: 232 Visualforce Charting Refreshing Chart Data Using JavaScript Remoting The sequence for the initial loading of the chart is simple: the named RemotePieChart calls retrieveChartData() to get its initial data, and retrieveChartData() calls RemotePieChart.show() when it has the data. And, the chart appears. Updates are more complicated. When a new year is chosen from the theYear menu, the menu’s onChange event fires, which calls the refreshRemoteChart() function. refreshRemoteChart() in turn calls the retrieveChartData() function, and when the @RemoteAction returns new data, retrieveChartData() (via the callback provided by refreshRemoteChart()) calls RemotePieChart.reload(). And, the chart updates. Here are a couple of other items to note: • The uses the hidden="true" attribute to prevent the chart from displaying before there’s data to display. The retrieveChartData() function calls RemotingPieChart.show() to display the chart once the chart data is loaded. This and RemotingPieChart.reload() provide for much smoother chart animations than can be achieved using . • The refreshRemoteData() function sets the statusElement HTML to a “loading…” message before it attempts to update the data by calling retrieveChartData(), and then the anonymous callback function sets it to an empty string to hide the message once the data is returned and the chart updated. It’s a bit more work than using , for basically the same effect. You can easily show a “busy” animation or graphic using the same technique. PieChartRemoteController The controller for this page is an expansion of the pie chart controller used in A Simple Charting Example on page 218. public class PieChartRemoteController { // The year to be charted public String chartYear { get { 233 Visualforce Charting Refreshing Chart Data Using JavaScript Remoting if (chartYear == Null) chartYear = '2013'; return chartYear; } set; } // Years available to be charted, for public static List getChartYearOptions() { List years = new List(); years.add(new SelectOption('2013','2013')); years.add(new SelectOption('2012','2012')); years.add(new SelectOption('2011','2011')); years.add(new SelectOption('2010','2010')); return years; } public List getPieData() { // Visualforce expressions can't pass parameters, so get from property return PieChartRemoteController.generatePieData(this.chartYear); } @RemoteAction public static List getRemotePieData(String year) { // Remoting calls can send parameters with the call return PieChartRemoteController.generatePieData(year); } // Private data "generator" private static List generatePieData(String year) { List data = new List(); if(year.equals('2013')) { // These numbers are absolute quantities, not percentages // The chart component will calculate the percentages data.add(new PieWedgeData('Jan', 30)); data.add(new PieWedgeData('Feb', 15)); data.add(new PieWedgeData('Mar', 10)); data.add(new PieWedgeData('Apr', 20)); data.add(new PieWedgeData('May', 20)); data.add(new PieWedgeData('Jun', 5)); } else { data.add(new PieWedgeData('Jan', 20)); data.add(new PieWedgeData('Feb', 35)); data.add(new PieWedgeData('Mar', 30)); data.add(new PieWedgeData('Apr', 40)); data.add(new PieWedgeData('May', 5)); data.add(new PieWedgeData('Jun', 10)); } return data; } // Wrapper class public class PieWedgeData { 234 Visualforce Charting Controlling the Appearance of Charts public String name { get; set; } public Integer data { get; set; } public PieWedgeData(String name, Integer data) { this.name = name; this.data = data; } } } This controller supports providing data to a Visualforce chart two different ways: • Using a Visualforce expression, {!pieData}, which calls the instance method getPieData(). • Using JavaScript remoting, by calling the @RemoteAction static method getRemotePieData() from a JavaScript method. SEE ALSO: Refreshing Chart Data Using Providing Chart Data Using a JavaScript Function JavaScript Remoting for Apex Controllers Controlling the Appearance of Charts Visualforce charts are highly customizable. You can combine various types of data series, control the colors of most elements in a chart, and control the look of markers, lines, and so on. You can customize the following: • Line and fill colors for data series elements. • Opacity of fill colors and lines. • Marker shape and color for data points. • Line width for connecting lines. • Highlighting for data elements. • Tick and grid line styles for axes. • Legends, labels, and “tool tip”-style rollover annotations. Many of the components and attributes that provide this control are explained in the Standard Component Reference. Some effects require combinations of attributes and components, and are explained more completely in this document. Chart Colors By default, chart colors match those of the built-in reporting and analytics charts so that you can create visually-consistent dashboards. If you want to create your own color scheme you can customize the colors of most chart elements. To provide a set of color definitions to draw data series elements (bars, pie wedges, and so on), use the colorSet attribute. Set to specify the colors to be used for every data series in a chart. Set colorSet on a data series component to specify colors for that series only. A colorSet is a string that is a comma-delimited list of HTML-style hexadecimal color definitions. For example, colorSet="#0A224E,#BF381A,#A0D8F1,#E9AF32,#E07628". Colors are used in sequence. When the end of the list is reached, the sequence starts over at the beginning. 235 Visualforce Charting Chart Layout and Annotation Here’s a pie chart that uses a custom color scheme for the pie wedge colors: Use the background attribute to set a background color for the entire chart. You can use a colorSet with all data series components except . Additional colorSet details and further options for configuring colors of other chart elements are described for specific data series components. Chart Layout and Annotation To make your chart more understandable, add a legend, meaningful axes ranges and labels, and tips or labels on data elements. By default all charts have a legend. To suppress the default legend, set . To control the placement of the legend and the spacing of legend entries, add an component to the chart. Place the legend on any of the four edges of a chart using the position attribute. Use the font attribute to control the text style used in the legend. The font attribute is a string specifying a CSS-style shorthand font property. For example, . Appropriate axis scaling and labeling can mean the difference between a chart that is illegible or misleading and one that is clear and persuasive. By default, an component sets the scale automatically based on the data fields set in the fields attribute. Automatic scaling ensures that all data fits on the chart but the chart might not begin or end with meaningful numbers. Use the minimum and maximum attributes to override the automatic scaling. To set the interval for tick marks, use the steps attribute. This attribute is an integer that specifies the number of steps between the two ends of the axis. Use the dashSize, grid, and gridFill attributes to add lines or shading to the chart to make it easier to compare measurements to the scale. You can apply chart labels to axes and data series. When is a child of , the labels are drawn on the outside of the axis. When is a child of a data series component, the labels are drawn on or near the data elements on the chart. Use the field attribute to set the text for the label. Use the display attribute to set where the label is drawn. Use the orientation and rotate attributes to adjust the text of the label so that it fits on the chart. Note: The orientation attribute has no effect when a component is used with a component. This sample chart uses many of these components and attributes to create a meaningful visual design: 236 Visualforce Charting Bar Charts Bar Charts Bar charts are one of several linear data series charts available in Visualforce. Linear series charts are charts plotted against a standard rectangular grid. Each data element in a linear series is described by an X,Y coordinate. The data series defines how to draw the coordinate on the grid. The charts draw bars stretching between an origin axis and the X,Y coordinates. The orientation attribute determines whether the origin axis is the left axis (Y) or the bottom axis (X). Set for bars that originate on the left side of the chart, and for a column chart with bars that rise from the bottom of the chart. To plot multiple data points for each bar interval, group or stack the bars within a single tag. Multiple tags in a single chart draw on top of each other, obscuring all but the last data series. To create a vertical column chart, add all fields to be grouped or stacked to the yField attribute: By default, data fields in an are grouped on a chart. To stack them on top of each other, set stacked="true". 237 Visualforce Charting Bar Charts Use the gutter attribute to adjust spacing between grouped bars. Use the groupGutter attribute to adjust spacing between groups. Use the xPadding and yPadding attributes to adjust the spacing between the chart axes and the bars themselves. By default, legend titles for stacked or grouped bar charts use the names of fields in the yField attribute. In the previous example, the default titles are “data1”, “data2”, and “data3”. To give the legend more meaningful titles, use the title attribute of the component. Use commas to separate items. For example, title="MacDonald,Promas,Worle": SEE ALSO: Chart Colors Chart Layout and Annotation Other Linear Series Charts Other linear data series charts include , , and . You can combine linear data series charts on the same graph, but to create meaningful charts, keep the following in mind: • Data series charts draw on top of each other in the order you define them in Visualforce markup. • Define charts first because they usually need to be in the background because they can’t be transparent. The components are similar to stacked bar charts, except that the chart is drawn as shaded areas defined by a line connecting the points of the series instead of as individual bars. To combine with other data series, use the opacity attribute to make the area chart partially transparent. The opacity attribute is a floating point number between 0.0 and 1.0, with 0.0 being fully transparent and 1.0 being fully opaque. Here’s an area series combined with a bar series: 239 Visualforce Charting Other Linear Series Charts By default, legend titles for area charts use the names of fields in the yField attribute. In the previous example, the default titles are “data1”, “data2”, and “data3”. To give the legend more meaningful titles, use the title attribute of the component. Use commas to separate items. For example, title="MacDonald,Promas,Worle": Like charts, charts use lines to connect a series of points. You can fill the area under the line. Unlike charts, charts don’t stack. When charts aren’t filled, you might choose to put several series in the same chart. Line series can display markers for the data points and you can define the color and size of both the markers and the connecting lines. Here’s a chart that combines three line series, one of which is filled: 240 Visualforce Charting Pie Charts Note: An component might not fill as expected if a Numeric axis doesn’t increase in order as it moves up and to the right. The solution is to set the axis to type="Category" and sort the values manually before passing the data to the chart. The charts are like charts without the connecting lines. By varying the marker size, type, and color, it’s easy to plot many scatter series on the same chart. SEE ALSO: Chart Colors Chart Layout and Annotation Pie Charts The most common customizations to charts is to colors and labels. Use the colorSet attribute and the component that were demonstrated in previous examples. 241 Visualforce Charting Gauge Charts To create a ring chart instead of a pie chart, set the donut attribute. The donut attribute is an integer between 0 and 100 and represents the percentage of the radius of the hole. Here’s a simple ring chart: SEE ALSO: Chart Colors Chart Layout and Annotation Gauge Charts Gauge charts show a single measurement against a defined axis or scale. Although it charts a single number, you can vary the axis and chart colors to communicate what that number means. Use the minimum and maximum attributes of the tag to define the range of values. Use the colorSet attribute of the tag to indicate whether the current value is good or bad. Here’s a chart that indicates the metric is well within an acceptable range: 242 Visualforce Charting Radar Charts Note: Gauge charts don’t support legends or labels. SEE ALSO: Chart Colors Chart Layout and Annotation Radar Charts Radar charts are like line charts but they use a circular axis instead of a linear grid. Use the markerType, markerSize, and markerFill attributes to set the style, size, and color of the markers. Use the strokeColor and strokeWidth attributes to set the color and thickness of the connecting lines. Optionally, set fill=true to fill the area enclosed by the series, and use opacity to make it transparent so that other series remain visible. The opacity attribute is a floating point number between 0.0 and 1.0, with 0.0 being fully transparent and 1.0 being fully opaque. Here’s an example of a radar chart, and the markup that creates it: 243 Visualforce Charting Radar Charts SEE ALSO: Chart Colors Chart Layout and Annotation 244 CHAPTER 16 Creating Maps with Visualforce Maps communicate information more clearly than mere location data. Visualforce mapping components make it simple to create maps that use third-party mapping services. Visualforce maps are interactive, JavaScript-based maps, complete with zooming, panning, and markers based on your Salesforce or other data. Create standalone map pages, maps that you can insert into page layouts, and even mobile maps for Salesforce1. Visualforce provides a set of related mapping components. The component defines the map canvas, including size, type, center point, and initial zoom level. The child component defines the markers to place on the map by address or geolocation (latitude and longitude). You can use the component to add customizable information panels that appear when a marker is clicked or tapped. Note: Visualforce mapping components aren’t available in Developer Edition organizations. Maps that you define in Visualforce markup generate JavaScript code to render onto the page. This JavaScript connects to a mapping service and builds the map by fetching map tiles and placing markers. If your items to be mapped don’t have a latitude and longitude, Visualforce maps can geocode their addresses. After the map renders, your users can interact with the map by panning and zooming, just like they’re used to with other map sites. The effect is as if you wrote your own custom JavaScript to interact with a third-party mapping service, but without actually needing to write it. You define the map in Visualforce and get the mapping JavaScript for free. Important: Visualforce mapping components add JavaScript to your page, and use third-party JavaScript code to draw the map. • JavaScript added by Visualforce uses industry-standard best practices to avoid conflicts with other JavaScript executing on the same page. If your own JavaScript doesn’t also use best practices, it could conflict with the mapping code. • Addresses that need geocoding—that is, locations that don’t include values for latitude and longitude—are sent to a third-party service for geocoding. These addresses aren’t associated with your organization, and no other data is sent other than what you provide in your Visualforce markup. However, if your organization requires strict control of data shared outside of Salesforce, don’t use the geocoding feature of Visualforce maps. IN THIS SECTION: Creating Basic Maps A basic map without markers requires only an component. This component defines the map’s basic canvas, including its dimensions, location, and initial zoom level. Adding Location Markers to a Map You can add markers to a map to represent specific locations using the component. You can include text that displays when a pointer hovers over the marker. Using Custom Marker Icons The Visualforce map marker icon is functional but plain. To differentiate markers and add detail or style to your maps, use custom map marker icons. Adding Info Windows to Markers Info windows allow you to show extra details on a map. Info windows appear when a user clicks or taps the marker. 245 Creating Maps with Visualforce Creating Basic Maps Example of Building Map Data in Apex Construct your location data in Apex to perform a custom query, search for nearby locations, filter or transform results, or when you can’t use the results returned by a Visualforce standard controller. Creating Basic Maps A basic map without markers requires only an component. This component defines the map’s basic canvas, including its dimensions, location, and initial zoom level. The center attribute defines the point around which the map is centered. You can provide center values in several formats. • A string that represents an address. For example, "1 Market Street, San Francisco, CA". The address is geocoded to determine its latitude and longitude. • A string that represents a JSON object with latitude and longitude attributes that specify location coordinates. For example, "{latitude: 37.794, longitude: -122.395}". • An Apex map object of type Map, with latitude and longitude keys to specify location coordinates. If doesn’t have child tags, the center attribute is required. This simple street map displays the neighborhood around Salesforce’s San Francisco headquarters.

Salesforce in San Francisco

This code produces the following map. 246 Creating Maps with Visualforce Adding Location Markers to a Map Notice the following in this example. • The mapped address has no marker. The component doesn’t, by itself, display map markers, even for the center point. To display up to 100 markers, add child components. • The map’s center location value is provided as a street address, not a geolocation. The mapping service looks up the latitude and longitude for the address. This process is called geocoding. You can include up to 10 geocoded addresses to a map, either as center attributes or as markers added with components. • The mapType value is “roadmap”, a standard street map. Other options are “satellite” and “hybrid”. Adding Location Markers to a Map You can add markers to a map to represent specific locations using the component. You can include text that displays when a pointer hovers over the marker. To place a marker on a map, add an component as a child of the associated . You specify the marker’s location with the position attribute. Optionally, use the title attribute to display text when the pointer hovers over the marker. You can add up to 100 markers to a map. Use an iteration component to add multiple markers from a collection or list. Note: Visualforce maps can be resource-intensive which can cause memory issues within mobile browsers and the Salesforce1 app. Maps with many markers or large images used as custom markers can further increase memory consumption. If you plan to deploy Visualforce maps in pages that are used in mobile contexts, be sure to test those pages thoroughly. The position attribute defines the point on the map to place the marker. You can provide position values in several formats. • A string that represents an address. For example, "1 Market Street, San Francisco, CA". The address is geocoded to determine its latitude and longitude. • A string that represents a JSON object with latitude and longitude attributes that specify location coordinates. For example, "{latitude: 37.794, longitude: -122.395}". 247 Creating Maps with Visualforce Adding Location Markers to a Map • An Apex map object of type Map, with latitude and longitude keys to specify location coordinates. Note: You can have up to 10 geocoded address lookups per map. Lookups for both the center attribute of the component and the position attribute of the component count against this limit. To display more markers, provide position values that don’t require geocoding. Locations that exceed the geocoding limit are skipped. Here’s a page that shows a list of contacts for an account, centered on the account’s address. This code produces the following map. 248 Creating Maps with Visualforce Using Custom Marker Icons Notice the following in this example. • The center and position attributes are passed as a Visualforce expression that concatenates address elements to provide an address string that can be geocoded. • Because this page uses geocoding for the addresses, it displays only the first nine contacts. The center attribute of uses one geocoding lookup as part of the 10 allowed. (In the illustration, the account has only three contacts.) Using Custom Marker Icons The Visualforce map marker icon is functional but plain. To differentiate markers and add detail or style to your maps, use custom map marker icons. To customize a marker’s icon, set the icon attribute to an absolute or fully qualified URL to the graphic to use. You can reference any image on the Web, for example, if your graphics are distributed in a CDN. You can also use graphics stored in a static resource. If you use images from a static resource, use the URLFOR() function to obtain the image URL. For example: Use a common graphics format, such as PNG, GIF, or JPEG. The preferred marker size is 32 × 32 pixels. Other sizes are scaled, which doesn’t always produce ideal results. Note: Visualforce maps can be resource-intensive which can cause memory issues within mobile browsers and the Salesforce1 app. Maps with many markers or large images used as custom markers can further increase memory consumption. If you plan to deploy Visualforce maps in pages that are used in mobile contexts, be sure to test those pages thoroughly. This complete page illustrates using a custom marker to indicate an account’s location, and standard markers for the account’s contacts. 249 Creating Maps with Visualforce Using Custom Marker Icons This code produces the following map. 250 Creating Maps with Visualforce Adding Info Windows to Markers To use different icons for markers added inside an iteration like , use an expression related to the iteration variable to define the URL. One simple way is to use icons named for a lookup field on a record. Another approach is to provide the icon name in a custom formula field. Here’s the previous block with a variation that assumes the contact object has a custom field named “ContactType__c” and that each contact type has a correspondingly named icon. If you use a field to provide a critical part of the icon’s URL make sure that it always provides a usable value. For example, by making it a required field, or by ensuring a formula field provides a sensible default value. Adding Info Windows to Markers Info windows allow you to show extra details on a map. Info windows appear when a user clicks or taps the marker. The map marker title attribute lets you display a small amount of information when a user hovers over the marker. To display more information or have more control over how it’s formatted, use an info window instead of or in addition to the title attribute. For example, you can display complete details for a contact’s address, formatted for optimal display. You can add a clickable telephone link or even display a profile photo for objects that have one. To add an info window to a map marker, add an component as a child component of the associated . The body of the component is displayed in the info window when users click or tap the marker, and can be Visualforce markup, HTML and CSS, or plain text. This complete page uses Visualforce markup for the contents of the info window. 251 Creating Maps with Visualforce Adding Info Windows to Markers {! ct.Name } {! ct.MailingStreet } {! ct.MailingCity }, {! ct.MailingState } {! ct.Phone } This code produces the following map. 252 Creating Maps with Visualforce Example of Building Map Data in Apex By default, only one info window displays at a time. When you click another marker, the first info window closes, and the new info window opens. To display multiple info windows at once, set showOnlyActiveInfoWindow to false on the containing component. Note: Consider carefully the effect of displaying multiple info windows at once, because it can create a cluttered map. Example of Building Map Data in Apex Construct your location data in Apex to perform a custom query, search for nearby locations, filter or transform results, or when you can’t use the results returned by a Visualforce standard controller. Apex code gives you complete control over the results that are returned and used for the map and markers. You can also use Apex to return results that are from outside Salesforce. This page displays up to 10 warehouses nearest the user’s location. Find Nearby 253 Creating Maps with Visualforce Example of Building Map Data in Apex This code produces the following map. This page has three important sections. • The JavaScript block at the beginning illustrates how you can access the browser’s built-in ability to ask for the user’s current location. This code updates a visible form field. However, you can easily use a hidden form field instead to avoid showing the raw latitude and longitude with its unlikely level of precision. • The first contains a short form for submitting the user’s location in the POSTBACK request. For illustration purposes it’s visible and requires a click, but that’s not required. • In the second , the map itself is simple, requiring only five lines of code. All the complexity is in the {!locations} expression, which accesses a property in the Apex controller. 254 Creating Maps with Visualforce Example of Building Map Data in Apex Note the use of the rendered attribute, which takes the value of the {!resultsAvailable} expression. This expression is another Apex property, and using it with the rendered attribute hides the map section when locations aren’t available to place on the map. Here’s the Apex controller that supports the previous page. public with sharing class FindNearbyController { public List> locations { get; private set; } public String currentPosition { get { if (String.isBlank(currentPosition)) { currentPosition = '37.77493,-122.419416'; // San Francisco } return currentPosition; } set; } public Boolean resultsAvailable { get { if(locations == Null) { return false; } return true; } } public PageReference findNearby() { String lat, lon; // FRAGILE: You'll want a better lat/long parsing routine // Format: "," (must have comma, but only one comma) List latlon = currentPosition.split(','); lat = latlon[0].trim(); lon = latlon[1].trim(); // SOQL query to get the nearest warehouses String queryString = 'SELECT Id, Name, Location__longitude__s, Location__latitude__s ' + 'FROM Warehouse__c ' + 'WHERE DISTANCE(Location__c, GEOLOCATION('+lat+','+lon+'), \'mi\') < 20 ' + 'ORDER BY DISTANCE(Location__c, GEOLOCATION('+lat+','+lon+'), \'mi\') ' + 'LIMIT 10'; // Run the query List warehouses = database.Query(queryString); if(0 < warehouses.size()) { // Convert to locations that can be mapped locations = new List>(); for (Warehouse__c wh : warehouses) { locations.add( new Map{ 255 Creating Maps with Visualforce Example of Building Map Data in Apex 'latitude' => wh.Location__latitude__s, 'longitude' => wh.Location__longitude__s } ); } } else { System.debug('No results. Query: ' + queryString); } return null; } } Take a few minutes to learn more about this controller and how it works with the Visualforce page. • The locations property is a list of Map elements. This list holds the location data in a format that’s directly usable by the component. • The currentPosition property captures the position information that’s submitted from the page’s form. This property also ensures that if the form submission is empty, a valid default value is provided. (A more robust implementation would do more error checking on the form input.) • The resultsAvailable property, noted in the earlier description of the Visualforce markup. • The findNearby action method is called when the Go! is pressed. This method does all the work, executing a custom SOQL query and massaging the results into the locations property format. If you want to use the title attribute of to provide additional information (for example, the name of the warehouse), you have several options. If your method is returning sObjects, you can reference the appropriate fields in your Visualforce markup. If you’re creating new objects directly, as we are here, you can create an inner class that combines the location map object with the title string. You then return a collection of the inner class objects to the page. 256 CHAPTER 17 Render Flows with Visualforce The standard user interface for running a flow can’t be customized by using Visual Workflow. However, once you embed a flow in a Visualforce page, you can use Apex code and Visualforce markup to configure the flow at run time—such as to pass values between the Visualforce page and the flow or to customize the look and feel of the flow at run time. A flow is an application, built with Visual Workflow, that collects, updates, edits, and creates Salesforce information. The following topics demonstrate how to embed and configure flows in a Visualforce page. IN THIS SECTION: Embed Flows in Visualforce Pages To customize a flow’s look and feel or enhance its functionality, embed it in a Visualforce page. If your org has flows enabled for sites and portals, use the Visualforce page to deliver the flow to your Force.com site, portal, or community. An Advanced Example of Using The component is designed to make it easy to develop complex Visualforce interactions. You can access additional features in your flow by creating a custom controller. With custom controllers, you can build a page with multiple components that can interact with each other. Any flow within your organization can be individually referenced by its own Apex type, and the variables in the flow can be accessed as member variables. Set Flow Variable Values from a Visualforce Page After you embed your flow in a Visualforce page, set the initial values of variables, sObject variables, collection variables, and sObject collection variables through the component. Get Flow Variable Values to a Visualforce Page Flow variable values can be displayed in a Visualforce page. Once you’ve embedded your flow in a Visualforce page, you can use Visualforce markup to get values for variables or sObject variables. To display values for a collection variable or an sObject collection variable, you can use Visualforce markup to get the individual values contained in the collection. Control Whether Users Can Pause a Flow from a Visualforce Page After you embed a flow in a Visualforce page with the component, consider whether you want to let users pause flows from that page. Set the allowShowPause attribute to false to prevent users from pausing. Customize How Users Resume Paused Flow Interviews By default, users can resume their paused interviews from the Paused Interviews component on their home page. If you want to customize how and where users can resume their interviews, use the pausedInterviewId attribute on the component. Configure the finishLocation Attribute in a Flow If finishLocation isn’t specified, users who click Finish start a new interview and see the first screen of the flow. You can shape what happens when a user clicks Finish on the final screen by using the URLFOR function, the $Page variable, or a controller. 257 Render Flows with Visualforce Embed Flows in Visualforce Pages Customize a Flow’s User Interface After you’ve embedded a flow in a Visualforce page, you can customize what the flow looks like at run time by applying custom styles using CSS. Using a combination of flow attributes and CSS classes, you can customize the individual parts of a flow, such as the button location, button style, background, and the look and feel of the screen labels. Render Lightning Flow Runtime in a Visualforce Page By default, when you embed a flow in a Visualforce page, the flow renders in Classic runtime. Like its name suggests, Classic runtime looks and feels like regular Visualforce pages and the Salesforce Classic desktop experience. If you want your flow to render in Lightning runtime in your Visualforce page, embed the flow Lightning component to your Visualforce page.. Embed Flows in Visualforce Pages To customize a flow’s look and feel or enhance its functionality, embed it in a Visualforce page. If your org has flows enabled for sites and portals, use the Visualforce page to deliver the flow to your Force.com site, portal, or community. Note: Users can run only flows that have an active version. If the flow you embed doesn't have an active version, users see an error message. If the flow you embed includes a subflow element, the flow that is referenced and called by the subflow element must have an active version. To add a flow to a Visualforce page, embed it using the component: 1. Find the flow's unique name: a. From Setup, enter Flows in the Quick Find box, then select Flows. b. Click the name of the flow that you want to embed. 2. Define a new Visualforce page or open one that you want to edit. 3. Add the component, somewhere between the tags. 4. Set the name attribute to the unique name of the flow. For example: Note: If the flow is from a managed package, the name attribute must be in this format: namespace.flowuniquename. 5. Restrict which users can run the flow by setting the page security for the Visualforce page that contains it. To run the flow, external users (such as on a community) need access to the Visualforce page. To run the flow, internal users need access to the Visualforce page and either: • The "Run Flows" permission • The Force.com Flow User field enabled on their user detail page Setting Variable Values in a Flow In this example, we'll build a simple flow to allow customer support agents to troubleshoot modem issues by creating a case. You can set the value of variables when starting a flow through the component. For our example, to set the case number variable called vaCaseNumber with the initial value 01212212 when the flow loads, use the following markup: 258 Render Flows with Visualforce An Advanced Example of Using You can also leverage standard Visualforce controllers to set variables. For example, if the Visualforce page is using the standardCase controller, you can enhance the page to pass in the data from the standard controller: For more examples of setting variable values, see Set Flow Variable Values from a Visualforce Page on page 262. For information about getting variable values from a flow to display in a Visualforce page, see Get Flow Variable Values to a Visualforce Page on page 265. Setting the finishLocation Attribute Building on our modem troubleshooting example, we'll also set the finishLocation attribute to redirect the user to the Salesforce home page when they click on the Finish button at the end of the flow: For more examples of setting finishLocation, see Configure the finishLocation Attribute in a Flow on page 269. An Advanced Example of Using The component is designed to make it easy to develop complex Visualforce interactions. You can access additional features in your flow by creating a custom controller. With custom controllers, you can build a page with multiple components that can interact with each other. Any flow within your organization can be individually referenced by its own Apex type, and the variables in the flow can be accessed as member variables. Note: You can set only variables that allow input access, and you can get only variables that allow output access. For each flow variable, input and output access is controlled by: • The Input/Output Type variable field in the Cloud Flow Designer • The isInput and isOutput fields on FlowVariable in the Metadata API For a variable that doesn’t allow input or output access, attempts to get the variable are ignored, and compilation may fail for the Visualforce page, its component, or the Apex class. For our next example, the flow with unique name “ModemTroubleShooting” is referenced as Flow.Interview.ModemTroubleShooting. The markup illustrates how to display a value of a flow variable in a different part of the page: 259 Render Flows with Visualforce An Advanced Example of Using Note: If the flow is from a managed package, the name attribute must be in this format: namespace.flowuniquename. The controller for the above markup looks like this: public class ModemTroubleShootingCustomSimple { // You don't need to explicitly instantiate the Flow object; // the class constructor is invoked automatically public Flow.Interview.ModemTroubleShooting myflow { get; set; } public String casePriority; public String getCasePriority() { // Access flow variables as simple member variables with get/set methods if(myflow == null) return 'High'; else return myflow.vaCasePriority; } } If you’re using a custom controller, you can also set the initial values of the variables at the beginning of the flow in the constructor of the flow. Passing in variables using the constructor is optional and isn’t necessary if you’re using tags to set the value. Here’s an example of a custom controller that sets the values of flow variables in a constructor: public class ModemTroubleShootingCustomSetVariables { public Flow.Interview.ModemTroubleShooting myflow { get; set; } public ModemTroubleShootingCustomSetVariables() { Map myMap = new Map(); myMap.put('vaCaseNumber','123456'); myflow = new Flow.Interview.ModemTroubleShooting(myMap); } public String caseNumber { set; } public String getCaseNumber() { return myflow.vaCaseNumber; } } You can use the getVariableValue method in the Flow.Interview class to enable a Visualforce controller to access the value of a flow variable. The variable may be in the flow embedded in the Visualforce page or in a separate flow that is called by a subflow element. The returned variable value comes from whichever flow the interview is currently running. If the specified variable can’t be found in that flow, the method returns null. This method checks for the existence of the variable at run time only, not at compile time. This sample uses the getVariableValue method to obtain breadcrumb (navigation) information from the flow embedded in the Visualforce page. If that flow contains subflow elements, and each of the referenced flows also contains a vaBreadCrumb variable, the Visualforce page can provide users with breadcrumbs regardless of which flow the interview is running. public class SampleController { //Instance of the flow public Flow.Interview.Flow_Template_Gallery myFlow {get; set;} public String getBreadCrumb() { String aBreadCrumb; if (myFlow==null) { return 'Home';} else aBreadCrumb = (String) myFlow.getVariableValue('vaBreadCrumb'); 260 Render Flows with Visualforce An Advanced Example of Using return(aBreadCrumb==null ? 'Home': aBreadCrumb); } } The following table shows the differences in the naming of supported data types between the flow and Apex. Flow Apex Text String Number Decimal Currency Decimal Date Date, DateTime Boolean Boolean As it’s a good practice to write tests against your Apex code, the following is a trivial example of writing a test class for ModemTroubleShootingCustomSetVariables: @isTest private class ModemTroubleShootingCustomSetVariablesTest { static testmethod void ModemTroubleShootingCustomSetVariablestests() { PageReference pageRef = Page.ModemTroubleShootingSetVariables; Test.setCurrentPage(pageRef); ModemTroubleShootingCustomSetVariables mytestController = new ModemTroubleShootingCustomSetVariables(); System.assertEquals(mytestController.getcaseNumber(), '01212212'); } } Setting the reRender Attribute By using the reRender attribute, the component re-renders the flow without refreshing the whole page: Warning: If you don’t set the reRender attribute, when you click a button to navigate to a different screen in a flow, the entire Visualforce page refreshes, not just the component. 261 Render Flows with Visualforce Set Flow Variable Values from a Visualforce Page Set Flow Variable Values from a Visualforce Page After you embed your flow in a Visualforce page, set the initial values of variables, sObject variables, collection variables, and sObject collection variables through the component. Note: You can set variables only at the beginning of an interview. The tags are evaluated only once, when the flow is launched. You can set only variables that allow input access. For each flow variable, input access is controlled by: • The Input/Output Type variable field in the Cloud Flow Designer • The isInput field on FlowVariable in the Metadata API If you reference a variable that doesn’t allow input access, attempts to set the variable are ignored. Compilation can fail for the Visualforce page, its component, or the Apex class. The following table lists the ways you can set a flow’s variable, sObject variable, and sObject collection variable values using Visualforce. Method Variables sObject Variables Collection Variables sObject Collection Variables Without a controller With a standard controller With a standard List controller With a custom Apex controller With an Interview Map Setting Variable Values without a Controller This example sets myVariable to the value 01010101 when the interview starts. Setting Variable Values with a Standard Controller You can use standard Visualforce controllers to set variables by passing in data from a record. This example sets the initial value of myVariable to the Visualforce expression {!account} when the interview starts. 262 Render Flows with Visualforce Set Flow Variable Values from a Visualforce Page Setting an sObject Collection Variable Value with a Standard List Controller Because sObject collection variables represent an array of values, you must use a standard list controller or a custom Apex controller. This example sets myCollection to the value of {!accounts} when the interview starts. Setting Variable Values with a Custom Apex Controller For finer control over your Visualforce page than a standard controller allows, write a custom Apex controller that sets the variable value, and then reference that controller in your Visualforce page. This example uses Apex to set myVariable to a specific account’s Id when the interview starts. public class MyCustomController { public Account apexVar {get; set;} public MyCustomController() { apexVar = [ SELECT Id, Name FROM Account WHERE Name = ‘Acme’ LIMIT 1]; } } This example uses Apex to set an sObject collection variable myAccount to the Id and Name field values for every record with a Name of Acme. public class MyCustomController { public Account[] myAccount { get { return [ SELECT Id, Name FROM account WHERE Name = 'Acme' ORDER BY Id ] ; } set { myAccount = value; } } public MyCustomController () { 263 Render Flows with Visualforce Set Flow Variable Values from a Visualforce Page } } Setting Variable Values with an Interview Map This example uses an Interview map to set the value for accVar to a specific account’s Id when the interview starts. public class MyCustomController { public Flow.Interview.TestFlow myflow { get; set; } public MyCustomController() { Map myMap = new Map(); myMap.put('accVar', [SELECT Id FROM Account WHERE Name = 'Acme' LIMIT 1]); myflow = new Flow.Interview.ModemTroubleShooting(myMap); } } Here’s a similar example that sets the value for accVar to a new account when the interview starts. public class MyCustomController { public Flow.Interview.TestFlow myflow { get; set; } public MyCustomController() { Map> myMap = new Map>(); myMap.put('accVar', new Account(name = 'Acme')); myflow = new Flow.Interview.ModemTroubleShooting(myMap); } } This example uses a map to add two values to a string collection variable (stringCollVar) and two values to a number collection variable (numberCollVar). public class MyCustomController { public Flow.Interview.flowname MyInterview { get; set; } public MyCustomController() { String[] value1 = new String[]{'First', 'Second'}; Double[] value2 = new Double[]{999.123456789, 666.123456789}; Map myMap = new Map(); 264 Render Flows with Visualforce Get Flow Variable Values to a Visualforce Page myMap.put('stringCollVar', value1); myMap.put('numberCollVar', value2); MyInterview = new Flow.Interview.flowname(myMap); } } Get Flow Variable Values to a Visualforce Page Flow variable values can be displayed in a Visualforce page. Once you’ve embedded your flow in a Visualforce page, you can use Visualforce markup to get values for variables or sObject variables. To display values for a collection variable or an sObject collection variable, you can use Visualforce markup to get the individual values contained in the collection. Note: You can get only variables that allow output access. For each flow variable, output access is controlled by: • The Input/Output Type variable field in the Cloud Flow Designer • The isOutput field on FlowVariable in the Metadata API If you reference a variable that doesn’t allow output access, attempts to get the variable are ignored. Compilation can fail for the Visualforce page, its component, or the Apex class. The following example uses an Apex class to get an sObject variable value from a flow and then displays it in a Visualforce page. public class FlowController { public Flow.Interview.flowname myflow { get; set; } public Case apexCaseVar; public Case getApexCaseVar() { return myflow.caseVar; } } This example uses an Apex class to get the values that are stored in a string collection variable (emailsCollVar) in the flow. Then it uses a Visualforce page to run the flow interview. The Visualforce page iterates over the flow’s collection variable and displays the values for each item in the collection. public class FlowController { public Flow.Interview.flowname myflow { get; set; } public List getVarValue() { if (myflow == null) { return null; } else { return (List)myflow.emailsCollVar; } 265 Render Flows with Visualforce Get Flow Variable Values to a Visualforce Page } }
The following example uses an Apex class to set the flow to {!myflow} and then uses a Visualforce page to run the flow interview. The Visualforce page uses a data table to iterate over the flow’s sObject collection variable and display the values for each item in the collection. public class MyCustomController { public Flow.Interview.flowname myflow { get; set; } } Name {!account['Name']} Rating Billing City Employees Depending on the contents of the sObject collection variable in your flow, here’s what that data table looks like. 266 Render Flows with Visualforce Control Whether Users Can Pause a Flow from a Visualforce Page Control Whether Users Can Pause a Flow from a Visualforce Page After you embed a flow in a Visualforce page with the component, consider whether you want to let users pause flows from that page. Set the allowShowPause attribute to false to prevent users from pausing. Whether the Pause button appears depends on three settings. • Your organization’s Process Automation settings must have Let Users Pause Flows enabled. • For this , allowShowPause must not be false. The default value is true. • Each screen must be configured to show the Pause button. Example: In a Visualforce page, you’ve embedded a flow that includes three screens. Screen 1 is configured to show the Pause button. Screens 2 and 3 are configured to not show the Pause button. Let Users Pause Flows allowShowPause Result Pause button (Process Automation setting) (Visualforce component) Enabled true or not set Pause button appears only on the first screen Enabled false Pause button doesn’t appear for any screens in this Visualforce page Not enabled true or not set Pause button doesn’t appear for any screens This example embeds the MyUniqueFlow flow in a Visualforce page and doesn’t allow the Pause button to appear. 267 Render Flows with Visualforce Customize How Users Resume Paused Flow Interviews Customize How Users Resume Paused Flow Interviews By default, users can resume their paused interviews from the Paused Interviews component on their home page. If you want to customize how and where users can resume their interviews, use the pausedInterviewId attribute on the component. The following example shows how you can resume an interview—or start a new one—from a button on a page layout. When users click Survey Customer from a contact record, the Visualforce page does one of two things, depending on whether the user has any paused interviews for the “Survey Customers” flow. • If the user does, it resumes the first one. • If the user doesn’t, it starts a new one. Create the Visualforce and Apex Controller Because the Visualforce page will be referenced in a contact-specific button, it must use that standard controller. Use a controller extension to add more logic to the page with Apex, which is where the page gets the ID of the interview to resume. This Apex controller extension performs a SOQL query to get a list of paused interviews. If nothing is returned from the query, getPausedId() returns a null value, and the Visualforce page starts a new interview. If at least one interview is returned from the query, the Visualforce page resumes the first interview in that list. public class MyControllerExtension_SurveyCustomers { // Empty constructor, to allow use as a controller extension public MyControllerExtension_SurveyCustomers( ApexPages.StandardController stdController) { } // Flow support methods public String getInterviews() { return null; } public String showList { get; set; } public String getPausedId() { String currentUser = UserInfo.getUserId(); List interviews = [SELECT Id FROM FlowInterview WHERE CreatedById = :currentUser AND InterviewLabel LIKE '%Survey Customers%']; if (interviews == null || interviews.isEmpty()) { return null; // early out } // Return the ID for the first interview in the list return interviews.get(0).Id; } } 268 Render Flows with Visualforce Configure the finishLocation Attribute in a Flow Reference the Visualforce Page from a Page Layout To actually expose this Visualforce page to your users, make it available from the Contact page layout. Tip: If you embed the Visualforce page directly in a page layout, every time a user accesses a contact, they automatically resume the first of their paused interviews—possibly unintentionally. It’s better for the user to make the conscious choice to start or resume an interview, so let’s use a custom button. First create a custom button for the Contact object that links to the Visualforce page. Use these field values to create the button. Field Value Label Survey Customer Display Type Detail Page Button Content Source Visualforce Page Content YourVisualforcePage Finally, add the button to your Contact page layout. Configure the finishLocation Attribute in a Flow If finishLocation isn’t specified, users who click Finish start a new interview and see the first screen of the flow. You can shape what happens when a user clicks Finish on the final screen by using the URLFOR function, the $Page variable, or a controller. The following sections show the ways you can configure the component’s finishLocation attribute. • Set finishLocation with the URLFOR Function • Set finishLocation with the $Page Variable • Set finishLocation with a Controller Set finishLocation with the URLFOR Function Note: You can't redirect flow users to a URL that’s external to your Salesforce org. To route users to a relative URL or a specific record or detail page, using its ID, use the URLFOR function. This example routes users to the Salesforce home page. This example routes users to a detail page with an ID of 001D000000IpE9X. For more information about URLFOR, see Functions on page 681. 269 Render Flows with Visualforce Customize a Flow’s User Interface Set finishLocation with the $Page Variable To route users to another Visualforce page without using URLFOR, set finishLocation to the name of the destination page with the format {!$Page.pageName}. For more information about $Page, see Global Variables on page 650. Set finishLocation with a Controller You can set finishLocation in a few ways with a custom controller. This sample controller configures a flow’s finish behavior in three different ways. • getPageA instantiates a new page reference by passing a string to define the location. • getPageB returns a string that is treated like a PageReference. • getPageC returns a string that gets translated into a PageReference. public class myFlowController { public PageReference getPageA() { return new PageReference('/300'); } public String getPageB() { return '/300'; } public String getPageC() { return '/apex/my_finish_page'; } } Here’s a sample Visualforce page references that controller and sets the flow finish behavior to the first option.

Congratulations!

This is your new page.
If you use a standard controller to display a record on the same page as the flow, users who click Finish start a new flow interview. They see the first screen of the flow, without the record, because the id query string parameter isn’t preserved in the page URL. If needed, configure the finishLocation to route users back to the record. Customize a Flow’s User Interface After you’ve embedded a flow in a Visualforce page, you can customize what the flow looks like at run time by applying custom styles using CSS. Using a combination of flow attributes and CSS classes, you can customize the individual parts of a flow, such as the button location, button style, background, and the look and feel of the screen labels. 270 Render Flows with Visualforce Customize a Flow’s User Interface Flow Button Attributes Use these attributes to change how the Next, Previous, Finish, Pause, and Don’t Pause buttons appear in your flow. Attribute Description buttonLocation Defines the location of the navigation buttons in the flow’s user interface. Available values are: • top • bottom • both For example: Note: If unspecified, the buttonLocation value defaults to both. buttonStyle Assigns a style to the flow navigation buttons as a set. Can only be used for inline styling, not for CSS classes. For example: Flow-Specific CSS Classes You can override these predefined flow style classes with your own CSS styles. Flow Style Class Applies to... FlowContainer The
element containing the flow. FlowPageBlockBtns The element containing the flow navigation buttons. Note: To prevent your CSS styling for flow navigation buttons from being overwritten by button styling applied elsewhere in the system, we recommend you specify this flow style class each time you apply CSS styling to flow navigation buttons. For example, instead of .FlowPreviousBtn {}, enter .FlowPageBlockBtns .FlowPreviousBtn {}. FlowCancelBtn The Don’t Pause button. FlowPauseBtn The Pause button. FlowPreviousBtn The Previous button. FlowNextBtn The Next button. 271 Render Flows with Visualforce Render Lightning Flow Runtime in a Visualforce Page Flow Style Class Applies to... FlowFinishBtn The Finish button. FlowText A text field label. FlowTextArea A text area field label. FlowNumber A number field label. FlowDate A date field label. FlowCurrency A currency field label. FlowPassword A password field label. FlowRadio A radio button field label. FlowDropdown A drop-down list label. Render Lightning Flow Runtime in a Visualforce Page By default, when you embed a flow in a Visualforce page, the flow renders in Classic runtime. Like its name suggests, Classic runtime looks and feels like regular Visualforce pages and the Salesforce Classic desktop experience. If you want your flow to render in Lightning runtime in your Visualforce page, embed the flow Lightning component to your Visualforce page.. To add the flow Lightning component to a Visualforce page: 1. Add the Lightning Components for Visualforce JavaScript library to your Visualforce page using the component. 2. Create and reference a Lightning app that declares your a dependency on the lightning:flow component. 3. Write a JavaScript function that creates the component on the page using $Lightning.createComponent(). Example:
273 CHAPTER 18 Templating with Visualforce Visualforce provides several strategies for reusing similar content across multiple Visualforce pages. The method you choose depends on how flexible you need your reused template to be. The more flexible a templating method is, the more any implementation of a template using that method can be modified. The following template methods are available, in order of most to least flexible: Defining Custom Components Similar to the way you can encapsulate a piece of code in a method and then reuse that method several times in a program, you can encapsulate a common design pattern in a custom component and then reuse that component several times in one or more Visualforce pages. Defining custom components is the most flexible templating method because they can contain any valid Visualforce tags and can be imported without restrictions into any Visualforce page. However custom components should not be used to define reusable Visualforce pages. If you want to reuse the content of an entire Visualforce page, choose one of the other two templating methods. Defining Templates with If you want to define a base template that allows portions of the template to change with each implementation, use the component. This templating method is best for situations when you want to maintain an overall structure to a page, but need the content of individual pages to be different, such as a website for news articles where different articles should appear with the same page layout. Through this technique, you can also define a template from a PageReference returned by a controller. Referencing an Existing Page with If you want the entire content of a Visualforce page inserted into another page, use the component. This templating method is best for situations when you want to replicate the same content in multiple areas, such as a feedback form that appears on every page of a website. Templates made with and should only be used when you want to reference an already existing Visualforce page. If you require only a set of components to be duplicated, use custom components. Defining Templates with All templates defined using must have one or more child tags. An tag indicates to pages that import the template that a section needs a definition. Any Visualforce page that imports a template using must use to specify the content of each section of the template. You can create a skeleton template that allows subsequent Visualforce pages to implement different content within the same standard structure. To do so, create a template page with the tag. The following example shows how you can use , , and to implement a skeleton template. First, create an empty page called myFormComposition that uses a controller called compositionExample: 274 Templating with Visualforce Defining Templates with After saving the page, a prompt appears that asks you to create compositionExample. Use the following code to define that custom controller: public class compositionExample{ String name; Integer age; String meal; String color; Boolean showGreeting = false; public PageReference save() { showGreeting = true; return null; } public void setNameField(String nameField) { name = nameField; } public String getNameField() { return name; } public void setAgeField(Integer ageField) { age= ageField; } public Integer getAgeField() { return age; } public void setMealField(String mealField) { meal= mealField; } public String getMealField() { return meal; } public void setColorField(String colorField) { color = colorField; } public String getColorField() { return color; } public Boolean getShowGreeting() { return showGreeting; } } 275 Templating with Visualforce Defining Templates with Next, return to myFormComposition and create a skeleton template:


That's everything, right?

Notice the two fields requiring the age and meal content. The markup for these fields is defined in whichever page calls this composition template. Next, create a page called myFullForm, which defines the tags in myFormComposition: Notice the following about the markup: • When you save myFullForm, the previously defined tags and Save button appear. • Since the composition page requires age and meal fields, myFullForm defines them as text input fields. The order in which they appear on the page does not matter; myFormComposition specifies that the age field is always displayed before the meal field. • The name field is still imported, even without a matching field. • The color field is disregarded, even though controller code exists for the field. This is because the composition template does not require any field named color. 276 Templating with Visualforce Defining Templates with • The age and meal fields do not need to be text inputs. The components within an tag can be any valid Visualforce tag. To show how you can use any valid Visualforce in an tag, create a new Visualforce page called myAgelessForm and use the following markup:

You look great for your age!

Notice that the composition template only requires an tag to exist. In this example, age is defined as text. Dynamic Templates A dynamic template allows you to assign a template through a PageReference. The template name is assigned to a controller method that returns a PageReference containing the template you want to use. For example, create a page called myAppliedTemplate that defines the skeleton template: Next, create a controller called dynamicComposition with a method that will return a reference to this page: public class dynamicComposition { public PageReference getmyTemplate() { return Page.myAppliedTemplate; } } Last, create a page called myDynamicComposition that implements this controller and the dynamic template: Hello {!$User.FirstName}, you look quite well. 277 Templating with Visualforce Referencing an Existing Page with Referencing an Existing Page with Use the tag when you want to duplicate the entire content of another page without making any changes. You can use this technique to reference existing markup that will be used the same way in several locations. Note: You should not use if you are only duplicating components. Custom components are better suited for reusable segments of code. For example, suppose you want to create a form that takes a user's name and displays it back to them. First, create a page called formTemplate that represents a reusable form and uses a controller called templateExample: After you receive the prompt about templateExample not existing, use the following code to define that custom controller: public class templateExample{ String name; Boolean showGreeting = false; public PageReference save() { showGreeting = true; return null; } public void setNameField(String nameField) { name = nameField; } public String getNameField() { return name; } public Boolean getShowGreeting() { return showGreeting; } } Next, return to formTemplate and add the following markup: Note that nothing should happen if you click Save. This is expected behavior. Next, create a page called displayName, which includes formTemplate: 278 Templating with Visualforce Referencing an Existing Page with When you save this page, the entire formTemplate page is imported. When you enter a name and click Save the form passes a true value to the showGreeting field, which then renders the and displays the user's name. You can create another Visualforce page that uses formTemplate to display a different greeting. Create a page called displayBoldName and use the following markup: Notice that although the displayed text changes, the templateExample logic remains the same. 279 CHAPTER 19 Developing Salesforce1 Apps with Visualforce Developers can use Visualforce to extend and add new functionality to the Salesforce1 app. Using Visualforce to develop for Salesforce1 lets you access Salesforce data and create an integrated experience that runs on the Force.com platform. You can create Visualforce pages that are shared between desktop and mobile, or pages that are exclusive to the mobile app. Developing for Salesforce1 gives you flexibility in the processes and tools you use to customize your app. For instance, you can use the Salesforce Lightning Design System to create apps consistent with the principles, design language, and best practices of Lightning Experience. Or incorporate JavaScript tools and third-party frameworks to create interactive user experiences. In this section, we’ll go over the development process for using Visualforce in Salesforce1 and best practices to create functional, sophisticated apps. What is Salesforce Mobile Classic? Important: The Salesforce1 app supersedes Salesforce Mobile Classic. The Salesforce Classic Mobile app will retire on all supported platforms and devices on December 1, 2017. Customers should transition their users to the Salesforce1 downloadable mobile app or deploy custom mobile apps to address their existing and future mobile needs. Salesforce Mobile Classic is a client application provided by Salesforce that allows users access to their data from an iPhone or Android mobile device. The Salesforce Mobile Classic client application exchanges data with Salesforce over wireless carrier networks, and stores a local copy of the user’s data in its own database on the mobile device. The data sent to the device is determined by a mobile configuration. Mobile configurations are sets of parameters that define a relevant subset of the user's Salesforce records. A separate Salesforce Mobile Classic license is required for each user who uses a mobile device to access Salesforce. For organizations using Performance, Unlimited, and Developer Editions, Salesforce provides one mobile license for each Salesforce license. Organizations using Professional or Enterprise Editions must purchase mobile licenses separately. Which Devices Can Run Salesforce Mobile Classic and Visualforce Mobile? Salesforce Mobile Classic can run on most iPhone and Android devices. Note: Developers who do not own an iPhone or Android device can test their Visualforce Mobile pages using simulators. What are the Capabilities and Limitations of the Mobile Application? Salesforce Mobile Classic is a native client application with an embedded browser that can pass information between the client application and Visualforce pages. The embedded browser communicates with Salesforce using the device's internet connection; the native client application communicates with Salesforce asynchronously through the SOAP API. The embedded browser can execute JavaScript, but the native client application cannot. The following list outlines the capabilities and limitations of the native client application: 280 Developing Salesforce1 Apps with Visualforce What is Salesforce Mobile Classic? Available Objects Administrators can mobilize accounts, assets, contacts, opportunities, leads, tasks, events, price books, products, cases, solutions, and custom objects. Custom links, s-controls, mashups, merge fields, and image fields cannot be mobilized. The following do not execute in the mobile client application but will run server-side after a record is saved and submitted to Salesforce: workflow rules, validation rules, formula fields, and Apex triggers. Permissions, Record Types, and Page Layouts User permissions, record types, and page layouts are inherited from Salesforce. Administrators can optionally change the properties of a mobilized object by further restricting permissions of mobile users or excluding unnecessary fields from mobile page layouts. Related Lists If administrators mobilize a related object—in other words, add a child data set to a parent data set—the object automatically becomes a related list on the mobile device. Dashboards and Reports Reports are sent to the device in Excel format and display in a basic table. The report viewer in the mobile application does not support sorting, summaries, subtotals, or grouping. Custom List Views iPhone users can access custom views created by Salesforce administrators in the Mobile Administration Console. In the mobile application, custom views are limited to two columns. Visualforce Tabs and Web Tabs iPhone users can access Visualforce tabs and web tabs in the mobile client application if the tabs have been mobilized by a Salesforce administrator. Although the native client application lets users access data offline, Visualforce tabs and web tabs require a connection to the wireless network because the tabs are launched in an embedded browser. When Should Visualforce Mobile Be Used? The majority of popular consumer and enterprise mobile applications are client-side applications that require installation and periodically connect to a server to send and receive data. There are two main reasons why mobile client applications are so prevalent over mobile on-demand applications: Connection Mobile devices do not maintain a constant network connection. With a client application, users can work offline and still have uninterrupted access to their data. Speed Wireless data networks are still very slow. Client applications are highly responsive. Visualforce Mobile provides a way to build custom interfaces and business logic for mobile devices, but developers should only turn to Visualforce Mobile when their needs cannot be met using the capabilities of the native client application. For example, developers might be able to replicate the same functionality in a Visualforce page by building custom objects, creating custom fields, and writing Apex triggers that run server-side when a record is updated. Until the speed and reliability of wireless networks improve, the best experience for mobile users is one where the client application performs the operations. There are situations, however, where the native client application cannot satisfy a customer's requirements. Use Visualforce Mobile to: • Mobilize a standard Salesforce object that the client application does not support. • Integrate with another Web API, such as Google Maps. • Reproduce Salesforce functionality that is not available in the client application, such as responding to approval requests or sending emails using an email template. • Integrate with a peripheral device, such as Bluetooth or embedded GPS. 281 Developing Salesforce1 Apps with Visualforce iPhone Considerations • Override the action of the standard buttons on record detail pages. When possible, write Apex triggers instead of overriding buttons with Visualforce. iPhone Considerations Important: The Salesforce1 app supersedes Salesforce Mobile Classic. The Salesforce Classic Mobile app will retire on all supported platforms and devices on December 1, 2017. Customers should transition their users to the Salesforce1 downloadable mobile app or deploy custom mobile apps to address their existing and future mobile needs. The mobile application launches Visualforce Mobile pages in an embedded browser. The iPhone embedded browser is the same full-featured Safari browser used for the default Web browser. It has excellent JavaScript support and performs well. When developing pages for the iPhone, these considerations apply: Page Zoom By default, the iPhone browser sets your page width to 980 pixels—a value chosen to maximize compatibility with a broad range of websites. Use a tag to let the iPhone browser know how wide to display the initial page: Other browsers ignore this tag. For iPhone-specific applications, you should set the page width to the width of the device. When providing multiple properties for the viewport meta key, use a comma-delimited list of assignment statements. The following table describes the viewport properties: Property Description width The width of the viewport in pixels. The default is 980. The range is from 200 to 10,000. Use the device_width value to set the page to the width of the device in pixels. height The height of the viewport in pixels. The default is calculated based on the value of the width property and the aspect ratio of the device. The range is from 223 to 10,000 pixels. Use the device_height value to set the page to the height of the device in pixels. initial-scale The initial scale of the viewport as a multiplier. The default is calculated to fit the web page in the visible area. The range is determined by the minimum-scale and maximum-scale properties. You can set only the initial scale of the viewport, which is the scale of the viewport the first time the web page is displayed. Thereafter, the user can zoom in and out unless you set user-scalable to no. Zooming by the user is also limited by the minimum-scale and maximum-scale properties. minimum-scale Specifies the minimum scale value of the viewport. The default is 0.25. The range is from >0 to 10.0. maximum-scale Specifies the maximum scale value of the viewport. The default is 1.6. The range is from >0 to 10.0. 282 Developing Salesforce1 Apps with Visualforce Using the JavaScript Library Property Description user-scalable Determines whether or not the user can zoom in and out. Set to yes to allow scaling and no to disallow scaling. The default is yes. Setting user-scalable to no also prevents a page from scrolling when entering text in an input field. Screen Rotation In the mobile application, rotating the screen will not cause the page to flip and re-size. URL Targets The embedded browser does not support the target="_blank" attribute. If you use it in your page, the URL target doesn’t load. File Access The embedded browser does not natively offer access to the file system, camera, location, or other device data. Static Resource Caching In the mobile application, static resources (such as imahes, JavaScript, or CSS) are not cached. This can have affect performance on slow connections. The embedded browser does support caching. As a general rule for mobile development, you shouldn't use components that: • Rely on JavaScript to perform an action • Depend on Salesforce.com stylesheets To check if your Visualforce Mobile page falls into one of these categories, you can view the HTML source of the page. If you see a External websites must include the instance name in the src parameter: The following code is an example of a Visualforce page that uses all of the commands available in the JavaScript library: Visualforce Mobile Trigger Test

Triggers:

JS sync
JS close
JS sync and close
HTML sync
HTML close
HTML sync and close

Location:

Latitude:

Logitude:

Get location
Try It Out: Building a Mapping Application for iPhone Important: The Salesforce1 app supersedes Salesforce Mobile Classic. The Salesforce Classic Mobile app will retire on all supported platforms and devices on December 1, 2017. Customers should transition their users to the Salesforce1 downloadable mobile app or deploy custom mobile apps to address their existing and future mobile needs. To provide an introduction to mobile development, this chapter includes a set of examples that guide you through the process of building an application for iPhone. The application will use the Google Maps Web API to map hot accounts by customer priority. To follow along with these examples, be sure you meet the following requirements: • Developer Edition Organization: Sign up for a Developer Edition organization at Developer Force if you do not already have one. • Test Data: In your Developer Edition organization, be sure that your user account includes a valid address. Edit the billing addresses of the following two accounts so that the companies are in proximity to your address: – Edge Communications – United Oil & Gas Corp. Keeping the addresses near one another will make it easier to see all of the accounts on the map while you're testing your examples. 285 Developing Salesforce1 Apps with Visualforce Try It Out: Building a Mapping Application for iPhone • UI Library: Download iUI, a third-party library that lets Web applications easily mimic the standard iPhone UI. • Google Maps API: Sign up for the Google Maps API to obtain a Maps API key. • iPhone Simulator: Download the iPhone simulator so you can test your Visualforce pages in the mobile application. • Mobile Configuration: After completing the examples, remember to create a mobile configuration that mobilizes your Visualforce tab and the account object. The Visualforce Mobile examples for this chapter include: • Creating the Custom Controller • Building the Map and List View • Building the Detail Page Creating the Custom Controller Important: The Salesforce1 app supersedes Salesforce Mobile Classic. The Salesforce Classic Mobile app will retire on all supported platforms and devices on December 1, 2017. Customers should transition their users to the Salesforce1 downloadable mobile app or deploy custom mobile apps to address their existing and future mobile needs. To build the mapping application, we first need to create the custom controller referenced by the Visualforce page that displays the map and corresponding list of accounts. The controller retrieves the user's accounts with a rating of 'Hot' and builds a string array of delimited accounts for use in the mapping JavaScript routine on the Visualforce page. It also defines a getter method for the Maps API key, which is required in order to use Google Maps in our page. The following Apex class is the controller for the Visualforce page that maps the user's hot accounts: public class mapController { public String addrStr; public User usr; public String myKey; public Account[] getMyAccts() { String usrId = UserInfo.getUserId(); Account[] accts = [Select Id, Name, Rating, CustomerPriority__c, OwnerId, BillingStreet, BillingCity, BillingState, BillingPostalCode From Account where Rating = 'Hot' And OwnerId =: usrId ]; for(Account acct : accts) { addrStr = addrStr + acct.Name + ' : ' + acct.CustomerPriority__c + ':' + acct.Id + '~:~'+ acct.BillingStreet + '~:~' + acct.BillingCity + '~:~' + acct.BillingState + '~:~' + acct.BillingPostalCode + '~::~'; } return accts; } public String getmyKey() { // Set up google maps api key myKey = 'http://maps.google.com/maps?file=api&v=2&'; 286 Developing Salesforce1 Apps with Visualforce Try It Out: Building a Mapping Application for iPhone // In the following line, enter your google maps key // to get an api key, visit the Google Maps API site // http://code.google.com/apis/maps/signup.html myKey = myKey + 'key='; return myKey; } public String getAddrArStr(){ addrStr = ''; Account[] theRecs = getMyAccts(); return addrStr; } } Building the Map and List View Important: The Salesforce1 app supersedes Salesforce Mobile Classic. The Salesforce Classic Mobile app will retire on all supported platforms and devices on December 1, 2017. Customers should transition their users to the Salesforce1 downloadable mobile app or deploy custom mobile apps to address their existing and future mobile needs. The next step in building the mapping application is creating the Visualforce page that displays the map and the corresponding list of accounts. The Visualforce page defines a panel for the Google Maps object, creates a group sub-panel to display the list of accounts, and uses JavaScript to retrieve the account addresses and populate the map with color-coded markers based on the customer's priority. The JavaScript sets up the map object by performing the following logic: • Get the addresses to map from the {!AddrArStr} string array • Unpack the address array by keying off the delimiters defined in the controller • Call doAddLocationToMap for all account addresses and the current user • Use Account.CustomerPriority__c as the key to determine which marker color to use—green, yellow, or red • Retrieve the custom image markers stored in the $Resource.markers static resource It's good practice to place any JavaScript code within a static resource, in case it needs to be referenced in multiple locations. Create a static resource named MobileListView: function addLoadEvent(func) { var oldonload = window.onload; if (typeof window.onload != 'function') { window.onload = func; } else { window.onload = function() { oldonload(); func(); } } } addLoadEvent( function() { if (GBrowserIsCompatible()) { 287 Developing Salesforce1 Apps with Visualforce Try It Out: Building a Mapping Application for iPhone var my_geocoder = new GClientGeocoder(); var map = new GMap2(document.getElementById("map")); var TC = new GMapTypeControl(); var bottomRight = new GControlPosition(G_ANCHOR_BOTTOM_RIGHT, new GSize(10,10)); var mCount =0; map.addControl(new GSmallMapControl()); // Small arrows map.addControl(TC, bottomRight); // Map type buttons function LTrim( value ) { var re = /\s*((\S+\s*)*)/; return value.replace(re, "$1"); } function RTrim( value ) { var re = /((\s*\S+)*)\s*/; return value.replace(re, "$1"); } // Remove leading and ending whitespaces function trim( value ) { return LTrim(RTrim(value)); } function doAddLocationToMap(SiteName, Street, City, State, Zip, typ) { var addr = Street + ", " + City + ", " + State + " " + Zip; my_geocoder.getLatLng (addr, function(point) { if (point) { var mTag = ''; var myIcon = new GIcon(G_DEFAULT_ICON); if(typ == 'self') { mTag = "" + SiteName + "" + "
" + City ; myIcon.image = "http://maps.google.com/mapfiles/arrow.png"; myIcon.iconSize=new GSize(32,32); } else { if(typ == 'acct') { mCount ++; var priAr = SiteName.split(":"); var compName = priAr[0]; // company name var pri = trim(priAr[1]); // priority var acctId = priAr[2]; //account id var index = ""; var imgName = "marker"; // default marker image var color = ""; mTag = "" + compName + "" + "
" + "Priority: " + pri + "
" + City ; // Set up marker colors based on priority if (pri == 'Medium') color="Yellow"; else if (pri == 'High') color="Red"; 288 Developing Salesforce1 Apps with Visualforce Try It Out: Building a Mapping Application for iPhone else if (pri == 'Low') color="Green"; if(mCount>10){ // use default marker myIcon.image = "http://maps.google.com/mapfiles/marker.png"; } else { // use custom marker 1-10 index = String(mCount); imgName = imgName + color + index + ".png"; myIcon.image = "{!URLFOR($Resource.markers, 'markers/" + imgName + "')}"; } document.getElementById(acctId).src = myIcon.image; myIcon.iconSize=new GSize(20,34); } } myIcon.shadowSize=new GSize(56,32); myIcon.iconAnchor=new GPoint(16,32); myIcon.infoWindowAnchor=new GPoint(16,0); markerOptions2 = { icon:myIcon }; var marker = new GMarker(point, markerOptions2); map.setCenter(point, 8); map.addOverlay(marker); // Set up listener action to show info on click event GEvent.addListener(marker, "click", function() { marker.openInfoWindowHtml(mTag); }) ; } } ); } //Get accts and draw address var arAllStr = ''; arAllStr = '{!AddrArStr}'; // Get all address recs var arLi = arAllStr.split("~::~"); // Split on line break delim for (var i = 0; i < arLi.length-1; i++) { var arLiStr =arLi[i]; var arCols =arLiStr.split("~:~"); //Split to get columns if(arCols[1].length >0) doAddLocationToMap(arCols[0],arCols[1],arCols[2], arCols[3],arCols[4],'acct'); } //Get user address and draw doAddLocationToMap('{!$User.FirstName} {!$User.LastName}' +' (Me)','{!$User.Street}','{!$User.City}',' {!$User.State}','{!$User.PostalCode}','self'); } } ); 289 Developing Salesforce1 Apps with Visualforce Try It Out: Building a Mapping Application for iPhone The following code defines the landing page of our mapping application:
  • User: {!$User.FirstName} {!$User.LastName}
  • Accounts
  • {!p.Name}
The markup in our page uses the component to reference a template. The template leverages the iUI framework, which lets us apply iPhone-like styling to our page. The iUI framework is included from the $Resource.IUI static resource. By defining a template, we can easily apply the same styling to all of the Visualforce pages we create for the iPhone platform. The following markup defines the iuivf page used as the template: * in any Visualforce page. --> 290 Developing Salesforce1 Apps with Visualforce Try It Out: Building a Mapping Application for iPhone Note the following about the template: • The markup overrides the #home style from the iUI library. This ensures that our application will render in Salesforce Mobile Classic without any noticeable gap at the top of the page. • The markup avoids the use of the class="Toolbar" element. The embedded browser in Salesforce Mobile Classic has a navigation toolbar at the top of the page, so a second toolbar would likely confuse users. If you want to use the button styles provided in the iUI framework, don't use the Toolbar class to render the buttons. Building the Detail Page Important: The Salesforce1 app supersedes Salesforce Mobile Classic. The Salesforce Classic Mobile app will retire on all supported platforms and devices on December 1, 2017. Customers should transition their users to the Salesforce1 downloadable mobile app or deploy custom mobile apps to address their existing and future mobile needs. The last step in building our mapping application is creating a detail page for the accounts in the list view. First, we'll create a controller that retrieves the account information: public class customAccountController { private final Account account; public customAccountController() { account = [Select Id, Name, Rating, CustomerPriority__c, Description, Phone, BillingStreet, BillingCity, BillingState, BillingPostalCode from Account where id = :ApexPages.currentPage().getParameters().get('id')]; } public Account getAccount() { return account; } public PageReference save() { update account; return null; } } Next, we'll create a Visualforce page that displays the phone number and rating of the account the user selected from the list view. We'll use the
and classes from the iUI framework to apply iPhone-like styling to the page. The following code defines the account detail page of our mapping application:

{!Account.Name}

291 Developing Salesforce1 Apps with Visualforce Salesforce Platform Development Process
Salesforce Platform Development Process The processes used for developing in Lightning Experience and Salesforce1 are the same. If you’re used to developing for Salesforce Classic, the development process for Lightning Experience and Salesforce1 has a few differences, but much of it will be familiar to you. When creating Visualforce pages for Salesforce1, it’s important that you set up your tools and testing environments correctly. In this section, we will go over the best practices for the Salesforce1 platform development process. Setting Up Your Development System Salesforce provides several different tools and ways to write, edit, and view your code. Choosing Your Editor First set up the tool you’ll use to write code. The Developer Console, the Force.com IDE, and the Setup editor all work when developing for Salesforce1, Lightning Experience, and Salesforce Classic. The only exception is the Visualforce Development Mode footer, which is available in Salesforce Classic only. Viewing Your Visualforce Page In Salesforce Classic, you can view your page using the https://yourInstance.salesforce.com/apex/PageName URL pattern. This method won’t work for viewing Salesforce1 pages in Lightning Experience, because pages you view using direct URL access always display in Salesforce Classic. To view your page in Lightning Experience, access the Lightning Experience container app with /one/one.app. The simplest way to get to a specific Visualforce page is to create a tab for it, and then navigate to that tab via the All Items section in the App Launcher. For a more long-term approach, create an “In Development” app, and add and remove your Visualforce tabs to it as you work. 1. From Setup, enter Apps in the Quick Find box, then select App Manager. 2. Click New Lightning App, and then create a custom app for your pages in development. Note: Consider restricting your app to only System Administrators, or a profile you’ve created for developers in your organization. 3. From Setup, enter App Menu in the Quick Find box, then select App Menu. 4. Make sure your In Development app is set to Visible in App Launcher. 292 Developing Salesforce1 Apps with Visualforce The Development Process and the Importance of Testing 5. From Setup, enter Tabs in the Quick Find box, then select Tabs. 6. Click New in the Visualforce Tabs section, and then create a custom tab for the page currently in development. Make the tab visible only to your development user profile, and add the tab only to your In Development app. 7. Repeat the previous step for each page you want to add to your In Development app. You can also add the following bookmarklet to your browser’s menu or toolbar to navigate directly to your page. This JavaScript fires the Lightning Experience navigateToURL event, and is the equivalent of entering in the classic /apex/PageName URL. javascript:(function(){ var pageName = prompt('Visualforce page name:'); $A.get("e.force:navigateToURL").setParams( {"url": "/apex/" + pageName}).fire();})(); The Development Process and the Importance of Testing It’s important to test your Visualforce pages before deploying them in production. Test your pages across different environments, devices, and users. For instance, we don’t recommend developing for Salesforce1 exclusively on your desktop or laptop and testing your pages by navigating to the /one/one.app URL. Salesforce1 and Lightning Experience share the one.app container depending on the device that connects to it. While you can fool /one/one.app by changing your browser’s user agent, this can lead to bugs down the line—desktop and mobile browsers can behave very differently. If you’re developing functionality that you need to support across a range of possibilities, your test plan should take into consideration the need to test across: • Each different supported device. • Each different supported operating system. • Each different supported browser—including the Salesforce1 app, which embeds its own. • Each different supported user interface context (Lightning Experience, Salesforce Classic, and Salesforce1). Running the Salesforce1 app in an emulator isn’t supported for normal use. We understand that device emulators are convenient. But they aren’t a substitute for full testing of your custom apps and pages on your organization’s supported mobile devices. During development, regularly test your app on every device and platform on which you intend to deploy. Testing Visualforce Pages in Salesforce1 If you’re creating pages that will be used in Lightning Experience, Salesforce Classic, and Salesforce1, review your pages in all environments while you’re working on them. To test thoroughly, use multiple browsers, or even multiple devices, to view your pages. You’ll want to have access to at least one additional test user as well. Here’s an example of how you might set up your development environment. Main Development Environment This environment is where you work in Setup to make changes to your organization, like adding custom objects and fields, and maybe where you write actual code, if you use the Developer Console. Review your page’s design and behavior in Salesforce Classic in this environment. • Browser: Chrome • User: Your developer user • User interface setting: Salesforce Classic 293 Developing Salesforce1 Apps with Visualforce Understanding the Salesforce1 Container Lightning Experience Review Environment This environment is where you check your page’s design and behavior in Lightning Experience. • Browser: Safari or Firefox • User: Your test user • User interface setting: Lightning Experience Salesforce1 Review Environment This environment is for checking your page’s design and behavior in Salesforce1. • Device: iOS or Android phone or tablet • Browser: Salesforce1 app • User: Your test user • User interface setting: Lightning Experience or Salesforce Classic Understanding the Salesforce1 Container In Salesforce Classic, Visualforce “owns” the page, the request, and the environment. Visualforce is the application container. But in Salesforce1 and Lightning Experience, Visualforce runs inside an iframe that’s inside the larger one.app container. Note: Are the Salesforce1 and Lightning Experience containers the same? Yes and no. Both the Salesforce1 and Lightning Experience containers are offshoots of the one.app container and code written for one container works in the other. But the behind-the-scenes workings of the containers are a bit different. The Salesforce1 app runs on a mobile device in a mobile browser, while the Lightning Experience app runs on a desktop machine in a standard desktop browser. We optimize the version of one.app that’s sent to each context, and the browser environment in which it runs is also different enough to notice. In short, treat them as different containers with mostly similar capabilities. The Outer Container and Inner iframe The outer Salesforce1 container is a single-page application accessed at the /one/one.app URL. The one.app page loads, its code starts up, and that application code takes over the environment. The Visualforce page runs inside an HTML iframe, which essentially creates a separate browser window from the main one.app browsing content. Salesforce1 is the parent context, and the Visualforce page is the child context. That means that the Visualforce page works under the constraints of the one.app outer container, while still being isolated to the context of the iframe. Visualforce for Salesforce1 Code Considerations When possible, create Visualforce pages that behave correctly no matter the user interface context. For the most part, your Visualforce code written for Salesforce Classic “just works” in Salesforce1. However, for certain situations, there are a few changes to make in your Visualforce pages for mobile because of the Salesforce1 container. Security Considerations Possible security elements affected include: • Session maintenance and renewal 294 Developing Salesforce1 Apps with Visualforce Tell Me More: Where Visualforce Pages Can Appear in Salesforce1 • Authentication • Cross-domain requests • Embedding restrictions In particular, take note of session maintenance, or managing the tokens your browser uses in place of entering a username and password for every request. You often need to access the current session using the global variable $Api.Session_ID. $Api.Session_ID returns different values depending on the domain of the request, and Salesforce1 and Visualforce pages are served from different domains. Because the session ID inside the Visualforce iframe is different than the session ID outside, in the Salesforce1 container, this may change how you manage session IDs. Scope Considerations The following scope elements may require adjustments: • DOM access and modification • JavaScript scope, visibility, and access • JavaScript global variables such as window.location Simply put, the JavaScript code in your Visualforce page can affect only elements in the iframe’s browser context, not the parent Salesforce1 context. Features to Avoid in the Salesforce1 Container The Salesforce1 container prevents a select number of Visualforce components from functioning as expected in the Salesforce1 app. • Avoid using on a Visualforce page within the Salesforce1 container. Only use this tag if you really understand iframes and how they affect the DOM and JavaScript. • Avoid using elements like contentWindow or window.parent to access the parent browser context, because Visualforce and Salesforce1 are served from different domains. • Avoid setting window.location directly, because the Visualforce iframe doesn’t have direct access to the window.location. • Avoid using hard-coded URLs to Salesforce resources built with a static pattern like link = '/' + accountId + '/e'. Instead, in Visualforce markup, use {!URLFOR($Action.Contact.Edit, recordId)} and in JavaScript, use navigateToSObject(recordId). Tell Me More: Where Visualforce Pages Can Appear in Salesforce1 When you create a Visualforce page, you can make it available from a number of places in the Salesforce1 user interface. • Navigation menu—available when you tap from the Salesforce1 mobile app 295 Developing Salesforce1 Apps with Visualforce Tell Me More: Where Visualforce Pages Can Appear in Salesforce1 • Action bar and action menu—available from the bottom of any page in the Salesforce1 app that supports actions • Record related information page (as a mobile card)—available when you navigate to a record 296 Developing Salesforce1 Apps with Visualforce Guidelines and Best Practices You can also reference, and link to, another Visualforce page in your Visualforce markup using the $Page global variable, or in Apex custom code by creating a PageReference object and returning it from an action method. Page references like this are common in multipage processes. Be sure to select Available for Lightning Experience, Salesforce1, and Lightning Communities for all pages in a multi-page process. If a referenced page doesn’t have Available for Lightning Experience, Salesforce1, and Lightning Communities selected, it doesn’t prevent the referencing, or parent, page from appearing in Salesforce1. However, when a user tries to access the nonmobile enabled page, they receive an “Unsupported Page” error message. Guidelines and Best Practices Visualforce pages aren’t automatically mobile friendly in the Salesforce1 app. The standard Salesforce header and sidebar are disabled in favor of the Salesforce1 controls, and a JavaScript API is available to make it possible for Visualforce pages to connect with Salesforce1 navigation management. In other respects the pages remain as they are and, although usable within Salesforce1, desktop focused Visualforce pages will feel desktop focused. Fortunately, making your apps look great in the Salesforce1 app is straightforward. You can either revise your code so that your pages work in both the full Salesforce site and the Salesforce1 app, or you can create mobile-specific pages. In this chapter, you’ll learn best practices for how to: • Share Visualforce pages between mobile and desktop. • Exclude Visualforce from mobile or desktop. • Choose the best architecture for your Visualforce pages. • Choose an effective page layout for your pages. • Manage user input and navigation. • Use Visualforce pages as custom actions. • Tune your pages for the best performance. 297 Developing Salesforce1 Apps with Visualforce Guidelines and Best Practices IN THIS SECTION: Sharing Visualforce Pages Between Mobile and Desktop Revise Visualforce pages that appear in both the Salesforce1 mobile app and in the full Salesforce site to support both environments. This includes Visualforce pages used as custom actions, and Visualforce pages added to standard page layouts, except those added to the Mobile Cards section of a page layout. Excluding Visualforce Pages from Mobile or Desktop To display your Visualforce pages only in the Salesforce1 app, add them to the Mobile Cards section of your page layout. To add Visualforce pages to either the Salesforce1 app or the full Salesforce site, use tab and navigation settings. Creating Visualforce Pages That Work in Mobile and Desktop Create Visualforce pages that work well in both the Salesforce1 app and the full Salesforce site by writing code that adapts to the context it’s running in. Choosing an Architecture for Visualforce Pages in Salesforce1 There are several ways to design and structure Visualforce pages, each with different trade-offs with respect to development time, developer skill required, and how thoroughly you want your custom functionality to match Salesforce1. Optimizing the Performance of Visualforce Pages in Salesforce1 Visualforce was designed to provide developers with the ability to match the functionality, behavior, and performance of standard Salesforce pages. If your users experience delays, unexpected behavior, or other issues specifically around Visualforce, there are several actions you can take to not only improve their experience, but to also make for improved coding. In Salesforce1, following best practices for optimization is important. Mobile devices have more limited compute resources and users expect a fast, responsive application. Visualforce Components and Features to Avoid in Salesforce1 Most core Visualforce components (those components in the apex namespace) function normally within Salesforce1. Unfortunately, that doesn’t mean they’re optimized for mobile, or that every feature works with Salesforce1. You can improve the Salesforce1 user experience of your Visualforce pages by following some straightforward rules. Known Visualforce Salesforce1 Issues Salesforce publishes known issues to enhance trust and support customer success. Considerations and Limitations for Using Visualforce in Salesforce1 Visualforce allows developers to build sophisticated, custom user interfaces that can be hosted natively on the Force.com platform. Visualforce is Salesforce’s tried and true model, giving developers access to data and robust tools and functionality. There are many benefits to using Visualforce in Salesforce1, but also some limitations. Prepare a Support Request for Problems with Visualforce Pages in Salesforce1 Salesforce provides resources to help developers find answers to their questions and resolve their problems. We suggest you first take a look at the Developer Discussion Forum, Salesforce Stack Exchange, and the Known Issues page to see if you can immediately find the solution to your problem. If your question is still unanswered, you can submit a case to Salesforce’s support team, which will route your question to the best person to answer it. Choosing an Effective Page Layout Design Visualforce pages that look good and work well within the Salesforce1 app by using a page layout appropriate for the context that the page is used in. Pages added as main navigation tabs or as custom actions in the action bar can use nearly the full screen of the device, and can scroll vertically, while Visualforce added to an object’s page layout has to fit within a specific, limited space. User Input and Interaction Use , the type attribute, and pass-through HTML attributes to create mobile-friendly forms and user interfaces that are efficient and take advantage of native mobile browser features. 298 Developing Salesforce1 Apps with Visualforce Sharing Visualforce Pages Between Mobile and Desktop Managing Navigation Salesforce1 manages navigation using events. The navigation event framework is made available as a JavaScript object that provides a number of utility functions that make creating programmatic navigation that “just works” a breeze. The advantage is a navigation experience that’s more natural for a mobile context. It also makes creating post-completion navigation, such as redirecting to an order page after the order is successfully submitted, easier for Salesforce1 developers. Introduction to the Salesforce Lightning Design System The Salesforce Lightning Design System (SLDS) helps you build applications with the look and feel of Lightning Experience without writing a single line of CSS. SLDS is a CSS framework that gives you access to the icons, color palettes, and font that our developers use to create Lightning Experience. Style Existing Visualforce Pages with Lightning Experience Stylesheets You can control whether a page is styled with the look of Lightning Experience when viewed in Lightning Experience or the Salesforce1 app with the lightningStylesheets attribute. Applying SLDS to Visualforce Pages You can use the Lightning Design System (SLDS) to build Visualforce pages that match the look and feel of Salesforce1. To use SLDS, it takes some tweaks in your code and a few things to remember. For the most part, Visualforce code that uses SLDS works without issue. Use SLDS Icons in Visualforce The Lightning Design System (SLDS) includes PNG and SVG (both individual and spritemap) versions of our action, custom, doctype, standard, and utility icons. Create a Visualforce Page for Salesforce1 Using SLDS Let’s create a Visualforce page that displays your recently accessed accounts and is styled with the Lightning Design System (SLDS) and add it to the Salesforce1 navigation menu. Responsive Page Design Using SLDS Responsive design is a web design method aimed at creating online user interfaces that provide the best viewing experience, including easy reading and navigation, on various screen sizes. Using Visualforce Pages as Custom Actions If your Visualforce page is used as a custom action, design it so that it either acts upon a single record provided by a standard controller, or finds and acts upon a record, or records your custom controller code retrieves. Performance Tuning for Visualforce Pages Performance is an important aspect of mobile Visualforce pages. Visualforce has a caching mechanism to help you tune the performance of your pages. Sharing Visualforce Pages Between Mobile and Desktop Revise Visualforce pages that appear in both the Salesforce1 mobile app and in the full Salesforce site to support both environments. This includes Visualforce pages used as custom actions, and Visualforce pages added to standard page layouts, except those added to the Mobile Cards section of a page layout. Visualforce pages that need to work in both environments include: • Pages used as custom actions. Custom actions appear in the action bar in the Salesforce1 mobile app, and in the publisher menu in the full Salesforce site. • Pages added to normal page layouts, when Available for Lightning Experience, Salesforce1, and Lightning Communities is enabled for the page. • Custom Visualforce buttons or links added to normal page layouts. 299 Developing Salesforce1 Apps with Visualforce Excluding Visualforce Pages from Mobile or Desktop • Standard button overrides with Visualforce pages for the New, Edit, View, Delete, and Clone actions. Overriding standard list and tab controls isn’t supported in Salesforce1. Button overrides won’t appear in the Salesforce1 app unless Available for Lightning Experience, Salesforce1, and Lightning Communities is enabled for the page. Note: Standard buttons that are overridden with a Visualforce page disappear from record detail pages and record lists in Salesforce1 if Available for Lightning Experience, Salesforce1, and Lightning Communities isn’t selected for the Visualforce page that overrides the corresponding button. Excluding Visualforce Pages from Mobile or Desktop To display your Visualforce pages only in the Salesforce1 app, add them to the Mobile Cards section of your page layout. To add Visualforce pages to either the Salesforce1 app or the full Salesforce site, use tab and navigation settings. Visualforce pages that can be configured to be desktop-only or mobile-only include: • Pages added as mobile cards on page layouts. These only appear in the Salesforce1 app. • Pages added to normal page layouts, when Available for Lightning Experience, Salesforce1, and Lightning Communities is disabled for the page. These only appear in the full Salesforce site in Salesforce Classic. • Pages used in Visualforce tabs. You add tabs to Salesforce1 navigation separately from adding them to the full Salesforce site navigation. Creating Visualforce Pages That Work in Mobile and Desktop Create Visualforce pages that work well in both the Salesforce1 app and the full Salesforce site by writing code that adapts to the context it’s running in. Salesforce1 provides a framework for handling various navigation controls and events. That framework isn’t available to Visualforce pages when they run on the full Salesforce site, because the sforce object is injected onto pages only inside Salesforce1. This means that, for pages shared between the Salesforce1 app and the full Salesforce site, you’ll want to write code that uses the sforce object when it’s available, and standard Visualforce navigation when it’s not. For example, here is a bit of JavaScript that runs after a JavaScript remoting request successfully returns from the @RemoteAction method that creates a quick order. This code is from a Visualforce page that’s used as a custom action, which adds it to the action bar in the Salesforce1 app and the publisher menu in the full Salesforce site. It needs to work in both places. The intent of the code is to navigate to the detail page for the account for whom the order was placed: // Go back to the Account detail page if( (typeof sforce != 'undefined') && sforce && (!!sforce.one) ) { // Salesforce1 navigation sforce.one.navigateToSObject(aId); } else { // Set the window's URL using a Visualforce expression window.location.href = '{!URLFOR($Action.Account.View, account.Id)}'; } The if statement checks to see if the sforce object is available and usable. This is only true if the page is running inside Salesforce1. If sforce is available, the Salesforce1 navigation management system is used to go to the account’s detail page. If the sforce object isn’t available, trying to use it to navigate anywhere results in a JavaScript error, and no navigation. So, instead, the code sets the window’s URL using a Visualforce expression that returns the URL for the account’s detail page. You don’t want to do this in Salesforce1 because the navigation event will be lost by the framework, but it’s required in normal Visualforce. 300 Developing Salesforce1 Apps with Visualforce Choosing an Architecture for Visualforce Pages in Salesforce1 Note: It’s a best practice to factor out common tests like this one into their own helper function. You could add something like the following to a JavaScript static resource, and then just call ForceUI.isSalesforce1() in your if conditions. Then, if the detection logic changes, you only have to update it in one place. (function(myContext){ myContext.ForceUI = myContext.ForceUI || {}; myContext.ForceUI.isSalesforce1 = function() { return((typeof sforce != 'undefined') && sforce && (!!sforce.one)); } })(this); Choosing an Architecture for Visualforce Pages in Salesforce1 There are several ways to design and structure Visualforce pages, each with different trade-offs with respect to development time, developer skill required, and how thoroughly you want your custom functionality to match Salesforce1. Use one of the following approaches for the structure of your pages: • Standard Visualforce Pages on page 301 • Mixed Visualforce and HTML on page 302 • JavaScript Remoting and Static HTML on page 304 IN THIS SECTION: Standard Visualforce Pages Normal Visualforce pages render well on mobile browsers, and can be used as-is, with a modest reduction of the user experience compared to mobile-optimized Web pages. Pages display as they would on the full Salesforce site, and won’t visually match other Salesforce1 features. Mixed Visualforce and HTML Combine Visualforce tags for form elements and output text with static HTML for page structure to create mobile-friendly pages that more closely match the visual design of the Salesforce1 app. For mobile-only pages, you can quickly convert an existing Visualforce page, but this doesn’t work as well for pages that are used in both the Salesforce1 app and the full Salesforce site. JavaScript Remoting and Static HTML Combine JavaScript remoting and static HTML to offer the best user experience, with the best performance and user interface match to Salesforce1. This architecture avoids most Visualforce tags in favor of rendering page elements in JavaScript. This option requires the most developer expertise, and can take a little longer to set up than standard Visualforce or mixed Visualforce and HTML. Use the Salesforce Mobile Packs for a fast start and to work with the very latest in mobile Web application technology. Standard Visualforce Pages Normal Visualforce pages render well on mobile browsers, and can be used as-is, with a modest reduction of the user experience compared to mobile-optimized Web pages. Pages display as they would on the full Salesforce site, and won’t visually match other Salesforce1 features. Limitations Limitations to the user experience include: 301 Developing Salesforce1 Apps with Visualforce Choosing an Architecture for Visualforce Pages in Salesforce1 • Tap targets—buttons, links, form fields, and so on—are optimized for mouse cursors, and can be difficult to hit accurately with a fingertip. • The visual design is unchanged, and may not fit with the mobile-optimized, modern visual design of Salesforce1. If your development timeline is aggressive, you might find these limitations acceptable. Example: Example of a Standard Visualforce Page The following code provides a sample for a standard Visualforce page that allows a user to edit a warehouse record. The edit feature is provided by the standard controller for the object. This page can be used in both the Salesforce1 app and the full Salesforce site. It displays as a standard desktop Visualforce page in both contexts. Mixed Visualforce and HTML Combine Visualforce tags for form elements and output text with static HTML for page structure to create mobile-friendly pages that more closely match the visual design of the Salesforce1 app. For mobile-only pages, you can quickly convert an existing Visualforce page, but this doesn’t work as well for pages that are used in both the Salesforce1 app and the full Salesforce site. Visualforce pages designed this way are still “standard” Visualforce, in that they use the standard request-response cycle, standard controller functionality, for form fields, POSTBACK and view state, and so on. The main difference from authoring pages for the full Salesforce site is the reduced or eliminated use of Visualforce tags to add structure to the page, in favor of static HTML. That is, replacing , , and so on, with
,

, , and so on. This approach also requires creating CSS stylesheets to manage the look-and-feel of the page elements, instead of using the built-in, automatically applied styles provided when you use the Visualforce components. While this can take some time, it allows you to much more closely match the visual design of Salesforce1. This also means that pages designed this way won’t match the full Salesforce site visually. 302 Developing Salesforce1 Apps with Visualforce Choosing an Architecture for Visualforce Pages in Salesforce1 Applying this Approach to Your Visualforce Pages To use this approach for creating pages to use in Salesforce1, follow a few general rules. • Don’t use the following Visualforce tags: – • Use , or , and for forms. • Use or Visualforce for non-editable text. • Use your preferred HTML to construct the structure for the page:

, ,

,

, and so on. • Use CSS styling to apply your preferred visual design. Advantages and Limitations The advantages of this approach include: • Reasonably fast development time, and you use the normal Visualforce development tools and processes. • It’s reasonably easy to repurpose existing pages. • You can more closely match the Salesforce1 look and feel. Some limitations to keep in mind: • This approach makes the usual Visualforce request round trips, with larger data payloads, compared to a fully mobile-optimized approach using JavaScript remoting. • It’s extra work to add CSS styles that replace the styles automatically added by and related components. Example: Example of a Mixed Visualforce and HTML Page The following code sample shows a mixed HTML and Visualforce page that allows a user to edit a warehouse record. The edit feature is provided by the standard controller for the object.

{!Warehouse__c.Name}

Warehouse Details

303 Developing Salesforce1 Apps with Visualforce Choosing an Architecture for Visualforce Pages in Salesforce1
This page can be used in both the Salesforce1 app and the full Salesforce site. It displays as a standard page on the full Salesforce site, but without the full Salesforce styling for the form. In the Salesforce1 app, it displays roughly matching the Salesforce1 visual style. With additional styles, the page can approximate the visual style for both versions. JavaScript Remoting and Static HTML Combine JavaScript remoting and static HTML to offer the best user experience, with the best performance and user interface match to Salesforce1. This architecture avoids most Visualforce tags in favor of rendering page elements in JavaScript. This option requires the most developer expertise, and can take a little longer to set up than standard Visualforce or mixed Visualforce and HTML. Use the Salesforce Mobile Packs for a fast start and to work with the very latest in mobile Web application technology. Visualforce pages designed this way eschew many of the automatic, simplified features of standard Visualforce, in favor of taking more control over the request-response cycle, and performing page updates using JavaScript instead of page reloads. This can substantially improve the performance of the page, especially over the lower bandwidth, higher latency wireless network connections that make mobile devices so, well, mobile. The downside is that there is more code to write, and you need expertise in JavaScript, JavaScript remoting, HTML5, your mobile toolkit, and CSS, in addition to Apex and Visualforce. The upside of the downside is that you’re working with the latest, most advanced tools for mobile development, and the pages you can build are the best, most complete way to “snap in” custom functionality that fully integrates with Salesforce1. You can build desktop Visualforce pages using this approach as well as pages for Salesforce1. It’s even possible to share such pages between the two environments by customizing the styling, though it’s a challenge to closely match the full Salesforce site look and feel. Most importantly, the pages you design can be fully responsive, adapting and working across a range of devices and form factors. Applying this Approach to Your Visualforce Pages To use this approach for creating pages for the Salesforce1 app, follow this general process: 1. Install your preferred Salesforce Mobile Pack (available on Salesforce Developers) into your organization as a static resource. 2. Set your page’s docType to html-5.0. Strongly consider disabling the standard stylesheets and header. For example: 3. Add scripts and styles from your chosen mobile toolkit to the page using Visualforce resource tags. For example: 4. Use HTML5 and your mobile toolkit’s tags and attributes to create a page skeleton. 5. Add JavaScript functions to the page as handlers to respond to user interaction. Use JavaScript remoting to call Apex @RemoteAction methods that retrieve records, perform DML, and so on. 6. Add additional JavaScript functions to handle user actions and page updates. Perform page updates by constructing HTML elements in JavaScript, and then adding or appending them to the page skeleton. Example: Example of a JavaScript Remoting and Static HTML Page The following code sample shows a remoting + HTML Visualforce page that allows a user to edit a warehouse record. The edit feature is provided by a controller extension with @RemoteAction methods that respond to JavaScript remoting requests.

Warehouse Details

The static HTML provides the shell of the page, including empty form fields. JavaScript functions load the record, fill in the form fields, and send updated form data back to Salesforce. Although this page can be used in the full Salesforce site, it’s designed as a Salesforce1 app page and looks very different than a normal Visualforce page. 307 Developing Salesforce1 Apps with Visualforce Choosing an Architecture for Visualforce Pages in Salesforce1 Example: Example of a JavaScript Remoting and Static HTML Controller Unlike the other two approaches to creating Salesforce1 pages, the remoting + HTML approach doesn’t use standard controller functionality to retrieve data from and save data to Salesforce. Instead, you create a controller extension, or custom controller, to add any @RemoteAction methods your page requires. Here’s a simplified controller extension that supports the above page. global with sharing class WarehouseEditor { // Stub controller // We're only using RemoteActions, so this never runs public WarehouseEditor(ApexPages.StandardController ctl){ } @RemoteAction global static Warehouse__c getWarehouse(String warehouseId) { // Clean up the Id parameter, in case there are spaces warehouseId = warehouseId.trim(); // Simple SOQL query to get the warehouse data we need Warehouse__c wh = [ SELECT Id, Name, Street_Address__c, City__c, Phone__c FROM Warehouse__c WHERE Id = :warehouseId]; return(wh); } @RemoteAction global static Boolean setWarehouse( String whId, String street, String city, String phone) { // Get the warehouse record for the Id Warehouse__c wh = WarehouseEditor.getWarehouse(whId); // Update fields // Note that we're not validating / sanitizing, for simplicity wh.Street_Address__c = street.trim(); wh.City__c = city.trim(); wh.Phone__c = phone.trim(); // Save the updated record // This should be wrapped in an exception handler update wh; return true; } } 308 Developing Salesforce1 Apps with Visualforce Optimizing the Performance of Visualforce Pages in Salesforce1 Optimizing the Performance of Visualforce Pages in Salesforce1 Visualforce was designed to provide developers with the ability to match the functionality, behavior, and performance of standard Salesforce pages. If your users experience delays, unexpected behavior, or other issues specifically around Visualforce, there are several actions you can take to not only improve their experience, but to also make for improved coding. In Salesforce1, following best practices for optimization is important. Mobile devices have more limited compute resources and users expect a fast, responsive application. For more guidelines, see the Visualforce Performance: Best Practices guide. Visualforce • Don’t use or , which increase the page’s view state size. A view state is the encrypted data that maintains a Visualforce page’s state. It’s sent back and forth with every page request, increasing the size of the request and response. Large view states slow the page’s response time. • Use to send the data necessary to the browser as the page is rendered. This process improves page loading time. • Set to enable caching for a Visualforce page. CSS and JavaScript • Create single-page applications (SPAs) instead of multi-page applications. Consider using JavaScript and third-party frameworks to build SPAs. • Minify CSS and JavaScript code using compressors. • Avoid CSS techniques that affect page performance, such as drop shadows or gradients. • Move App functionality is created in a MyApp object, and then an event handling function calls the app function when that event, a button click, occurs. Separating application functionality from application event handling is a best practice, and it sets you up for using version-specific versions of sforce.one. Using a Specific sforce.one API Version (Simple) 328 Developing Salesforce1 Apps with Visualforce Managing Navigation To use a specific version of sforce.one, get and save a reference to a versioned instance of the object. Then use this object to make sforce.one calls. The simplest way is to save it in the MyApp object. In the next sample, references to the versioned instance of sforce.one are in bold. In the preceding example, the event-handling function is expanded from the first example to include the creation of a version-specific instance of sforce.one. If your app needs to mix multiple versions, you can create multiple MyApp instances with appropriate versions and names. More than one or two, though, are cumbersome to manage. We recommend the next approach instead. Using a Specific sforce.one API Version (Best) A better way to organize your app code is to create version-specific instances of sforce.one in an app initialization block of code so you can keep the event handling separate. In this sample the app initialization is separated only by white space and comments, but you can separate it into functions for better encapsulation. Using a Specific sforce.one API Version (Synchronous) You can trigger a synchronous mode for sforce.one by manually including the specific version of sforce.one’s JavaScript on your page. The format for the URL to the library is:/sforce/one/sforceOneVersion/api.js. Here’s an example: Although some situations require synchronous mode, the asynchronous version is preferred. If you forget to manually include the correct versions of the sforce.one library, your code will contain bugs that are difficult to diagnose. Introduction to the Salesforce Lightning Design System The Salesforce Lightning Design System (SLDS) helps you build applications with the look and feel of Lightning Experience without writing a single line of CSS. SLDS is a CSS framework that gives you access to the icons, color palettes, and font that our developers use to create Lightning Experience. Lightning Experience UI Core Principles The Lightning Experience UI, which SLDS represents, was crafted using four core design principles. We encourage you to keep them in mind as you develop your applications. • Clarity — Eliminate ambiguity. Enable people to see, understand, and act with confidence. • Efficiency — Streamline and optimize workflows. Intelligently anticipate needs to help people work better, smarter, and faster. • Consistency — Create familiarity and strengthen intuition by applying the same solution to the same problem. 330 Developing Salesforce1 Apps with Visualforce Style Existing Visualforce Pages with Lightning Experience Stylesheets • Beauty — Demonstrate respect for people’s time and attention through thoughtful and elegant craftsmanship. Benefits of SLDS SLDS gives you the tools to create apps consistent with the principles, design language, and best practices of Lightning Experience. Here are the benefits that make SLDS so useful: • It provides a unified experience and streamlined workflows when extending existing features or integrating with external systems. • It doesn’t over-enforce defaults such as padding and margins. • It’s continuously updated. As long as you’re using the latest version of SLDS, your pages are consistent with Lightning Experience. • It includes accessibility in the CSS framework. • It works with other CSS frameworks, like Bootstrap. Style Existing Visualforce Pages with Lightning Experience Stylesheets You can control whether a page is styled with the look of Lightning Experience when viewed in Lightning Experience or the Salesforce1 app with the lightningStylesheets attribute. Note: This is a beta version of Lightning Experience stylesheets for Visualforce, which means it’s a high-quality feature with known limitations. Lightning Experience stylesheets aren’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. To style your Visualforce page to match the Lightning Experience UI when viewed in Lightning Experience or the Salesforce1 app, set lightningStylesheets="true" in the tag. When the page is viewed in Salesforce Classic, it doesn’t get Lightning Experience styling. Here is a standard Visualforce page without the lightningStylesheets attribute. The page is styled with the Classic UI. Here is the same Visualforce page with the lightningStylesheets attribute set to true. 331 Developing Salesforce1 Apps with Visualforce Style Existing Visualforce Pages with Lightning Experience Stylesheets You can style most commonly used Visualforce components with the lightningStylesheets attribute. However, some components differ slightly in style from Lightning Experience. For example, , , , and some elements use the browser’s default styling instead. Commonly used Visualforce components that don’t require styling, such as , , and , are still supported. To include SLDS components that aren’t part of the Visualforce component library, you can use the tag with custom SLDS code in addition to the lightningStylesheets attribute. ThelightningStylesheets attribute doesn’t affect custom styling, so custom code and must be updated to match the page’s SLDS styling. Note: If set to false, the standardStylesheets attribute for overrides and suppresses lightningStylesheets in Lightning Experience, Salesforce Classic, and Salesforce1. The following Visualforce components support the lightningStylesheets attribute or don’t require styling. • analytics:reportChart • apex:actionFunction • apex:actionPoller • apex:actionRegion • apex:actionStatus • apex:actionSupport • apex:areaSeries • apex:attribute • apex:axis • apex:barSeries • apex:canvasApp • apex:chart • apex:chartLabel • apex:chartTips • apex:column • apex:commandButton 332 Developing Salesforce1 Apps with Visualforce Style Existing Visualforce Pages with Lightning Experience Stylesheets • apex:commandLink • apex:component • apex:componentBody • apex:composition • apex:dataList • apex:dataTable • apex:define • apex:detail • apex:dynamicComponent • apex:enhancedList • apex:facet • apex:flash • apex:form • apex:gaugeSeries • apex:iframe • apex:image • apex:include • apex:includeLightning • apex:includeScript • apex:inlineEditSupport • apex:input • apex:inputCheckbox • apex:inputField • apex:inputFile • apex:inputHidden • apex:inputSecret • apex:inputText • apex:inputTextArea • apex:insert • apex:legend • apex:lineSeries • apex:listViews • apex:map • apex:mapMarker • apex:message • apex:messages • apex:outputField • apex:outputLabel • apex:outputLink • apex:outputPanel 333 Developing Salesforce1 Apps with Visualforce Style Existing Visualforce Pages with Lightning Experience Stylesheets • apex:outputText • apex:page • apex:pageBlock • apex:pageBlockButtons • apex:pageBlockSection • apex:pageBlockSectionItem • apex:pageBlockTable • apex:pageMessage • apex:pageMessages • apex:panelBar • apex:panelBarItem • apex:panelGrid • apex:panelGroup • apex:param • apex:pieSeries • apex:radarSeries • apex:relatedList • apex:remoteObjectField • apex:remoteObjectModel • apex:remoteObjects • apex:repeat • apex:scatterSeries • apex:scontrol • apex:sectionHeader • apex:selectCheckboxes • apex:selectList • apex:selectOption • apex:selectOptions • apex:selectRadio • apex:stylesheet • apex:tab • apex:tabPanel • apex:toolbar • apex:toolbarGroup • apex:variable • chatter:feed • chatter:feedWithFollowers • chatter:follow • chatter:newsFeed • flow:interview 334 Developing Salesforce1 Apps with Visualforce Applying SLDS to Visualforce Pages • site:googleAnalyticsTracking • site:previewAsAdmin • topics:widget Applying SLDS to Visualforce Pages You can use the Lightning Design System (SLDS) to build Visualforce pages that match the look and feel of Salesforce1. To use SLDS, it takes some tweaks in your code and a few things to remember. For the most part, Visualforce code that uses SLDS works without issue. Using SLDS in Visualforce Pages Every time you use SLDS, add to your page and wrap your code in a scoping class,
...
.
Many of the best practices we’ve discussed for Visualforce development for Salesforce1 apply here as well. Apex tags such as and are not yet supported for use with SLDS. SLDS Class Naming SLDS uses a standard class naming convention called Block-Element-Modifier syntax (BEM) to make the class names less ambiguous. • A block represents a high-level component (for example, car). • An element represents a descendant of a component (car__door). • A modifier represents a particular state or variant of a block or element (car__door--red). Use SLDS Icons in Visualforce The Lightning Design System (SLDS) includes PNG and SVG (both individual and spritemap) versions of our action, custom, doctype, standard, and utility icons. To use SVG spritemap icons in your Visualforce page, add the attributes xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"to the tag. Since the icon is standalone and carries meaning, we placed it inside an outer span with the slds-icon_container class. The icons have no background color out of the box. To set a background color, we apply a second class to the span. To use the default color for a particular icon, construct the name of the icon's specific utility class by concatenating slds-icon-, the sprite map name, and -icon. Apply that class to the element. In the example we are using the "standard" sprite map and the “account” icon so the class is slds-icon-standard-account. Inside the , we have a element with the slds-icon class. The element in turn contains a tag that specifies the icon to display based on its xlink:href attribute. To set the xlink:href path: 1. Select the icon you want to use from the icons page. Make a note of which category it’s in (action, custom, doctype, standard, or utility). 2. Complete the xlink:href attribute by concatenating the category sprite (for example, “standard-sprite”), /svg/symbols.svg# and the specific icon within it (for example, “account”). This gives us the path assets/icons/standard-sprite/svg/symbols.svg#account. After the tag, the assistive text is within a span with the slds-assistive-text class. Create a Visualforce Page for Salesforce1 Using SLDS Let’s create a Visualforce page that displays your recently accessed accounts and is styled with the Lightning Design System (SLDS) and add it to the Salesforce1 navigation menu. 1. First, let’s create the Visualforce page. 1. Open the Developer Console and click File > New > Visualforce Page. Enter SLDSPage for the page name. 2. In the editor, replace any markup with the following. SLDS LatestAccounts Visualforce Page in Salesforce1 336 Developing Salesforce1 Apps with Visualforce Create a Visualforce Page for Salesforce1 Using SLDS
• The tag allows you to access SLDS stylesheets. This component is an easy alternative to uploading SLDS as a static resource and using it in your Visualforce pages. • The
wrapper is necessary around any SLDS-styled content. SLDS styles only apply to elements contained inside of it. 2. This page is also mobile-friendly. Let’s add the page to the Salesforce1 Navigation menu. 3. Enable the page for mobile apps. a. From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages. b. Click Edit next to the SLDSPage Visualforce page in the list. c. Select Available for Lightning Experience, Salesforce1, and Lightning Communities. a. Click Save. 4. Create a tab for the Visualforce page. a. From Setup, enter Tabs in the Quick Find box, then select Tabs. b. In the Visualforce Tabs section, click New. c. In the Visualforce Page drop-down list, select SLDSPage. d. In the Tab Label field, enter SLDS Page. Notice that the Tab Name field is filled in automatically e. Click in the Tab Style field and select the Diamond style. The icon for this style appears as the icon for the page in the Salesforce1 navigation menu. f. Click Next, then Next, then Save. 5. Add the tab to the Salesforce1 navigation menu. a. From Setup, enter Mobile Apps in the Quick Find box, then select Salesforce1 Navigation. b. Select the SLDS Page tab and click Add. The SLDS item is added at the bottom of the Selected list. 338 Developing Salesforce1 Apps with Visualforce Responsive Page Design Using SLDS c. Click Save. Responsive Page Design Using SLDS Responsive design is a web design method aimed at creating online user interfaces that provide the best viewing experience, including easy reading and navigation, on various screen sizes. A responsive user interface adapts the layout to the screen size by using fluid, proportion-based grids, flexible images, and CSS3 media queries. Using responsive design, you can create Visualforce pages that look great and work well on phones and tablets. Standard Salesforce1 pages use responsive design to provide device-optimized layouts. The primary technique is a stacked single-column layout for phones, and a side-by-side, two-column layout for tablets. The page is the same for all devices, and adapts to the screen size it’s displayed on. The SLDS Grid System The Lightning Design System (SLDS) uses a grid based on Flexbox to provide a flexible, mobile-first, device-agnostic scaffolding system. The grid system lets you divide your page into rows and columns and define layout variations for different-sized screens. Grids can be nested to create complex layouts. The grid system has two parts, the grid wrapper (the slds-grid class) and the columns within it (the slds-col class). By default, columns are sized relative to their content. 339 Developing Salesforce1 Apps with Visualforce Responsive Page Design Using SLDS You can also specify the column sizes manually with sizing helpers from SLDS. They use a slds-size--X-of-Y format where X represents a fraction of the total space Y. For example, slds-size--1-of-2 represents a width that is 50 percent of the available space. Using the manual sizing class helpers, you can specify column ratios across the following grids – 2, 3, 4, 5, 6, and 12. Create a Responsive Design Page Using SLDS 1. Open the Developer Console and click File > New > Visualforce Page. Enter SLDSResponsivePage for the page name. 2. In the editor, replace any markup with the following. SLDS ResponsiveDesign Visualforce Page in Salesforce1
Box 1
Box 2
This code creates a two-column grid where the two columns are: • Full width and vertical on a mobile screen 340 Developing Salesforce1 Apps with Visualforce Using Visualforce Pages as Custom Actions • Sized 1:1 and side by side on small screens (more than 480 pixels) • Sized 3:1 and side by side on larger screens (more than 768 pixels) View this page on a desktop and a mobile device to see the responsive design in action. Using Visualforce Pages as Custom Actions If your Visualforce page is used as a custom action, design it so that it either acts upon a single record provided by a standard controller, or finds and acts upon a record, or records your custom controller code retrieves. Custom Actions on an Object Visualforce pages added as custom actions on an object are invoked in the context of a record of that object type. The custom action has a specific record ID handed to it—the record the user was looking at when they clicked the custom action. Design the page to act on that specific record type. Visualforce pages used as custom actions on an object must use the standard controller for that object. Use controller extensions to add custom code, including @RemoteAction methods you can call using JavaScript remoting. Your custom code could do more than make updates to the originating record. For example, the Create Quick Order custom action searches for matching merchandise. It then creates an invoice and line item, all as part of creating an order for a part. That logic occurs in the context of the originating account record—the invoice is associated to the account record where the quick order action was invoked. When the action completes, redirect the user to a page related to the originating record. Custom Global Actions Visualforce pages used as global actions can be invoked in many different places and don’t have a specific record associated with them. They have complete “freedom of action,” which means it’s up to you to write the code. More specifically, Visualforce pages used as global actions can’t use any standard controller. You must write a custom controller to handle the page. Your code might create one or many records, modify found records, and so on. When a global action completes, the user should be either redirected to a parent record created as part of the action or returned to where they started. Performance Tuning for Visualforce Pages Performance is an important aspect of mobile Visualforce pages. Visualforce has a caching mechanism to help you tune the performance of your pages. To enable caching for a page, use this statement: The parameters for page caching are: Attribute Description cache Boolean value that specifies whether the browser should cache the page. If not specified, defaults to false. expires Integer value that specifies the period of cache in seconds. 341 Developing Salesforce1 Apps with Visualforce Performance Tuning for Visualforce Pages For more information, see Force.com Sites Best Practices on Developerforce More Resources Here are some more resources to help you tune the performance of your Salesforce1 apps: • Inside the Force.com Query Optimizer (webinar) • Maximizing the Performance of Force.com SOQL, Reports, and List Views (blog post) • Force.com SOQL Best Practices: Nulls and Formula Fields (blog post) 342 CHAPTER 20 Adding Visualforce to a Force.com AppExchange App You can include Visualforce pages, components, or custom controllers in an app that you are creating for AppExchange. Unlike Apex classes, the content of a Visualforce page in a managed package is not hidden when the package is installed. However, custom controllers, controller extensions, and custom components are hidden. In addition, custom components can be restricted with the access attribute to run only in your namespace. Salesforce recommends that you only use managed packages to distribute any Visualforce or Apex components. This recommendation is because managed packages receive a unique namespace that is automatically prepended to the names of your pages, components, classes, methods, variables, and so on. This namespace prefix helps prevent duplicate names in the installer's organization. The following caveats should be taken into consideration when creating a package using a Visualforce page: • If the access attribute on a component that is included in a managed package is set to global, be aware of the following restrictions: – The access attribute on the component cannot be changed to public. – All required child components (those that have the required attribute set to true) must have the access attribute set to global. – If the default attribute is set on a required child , it cannot be removed or changed. – You cannot add new required child components. – If the access attribute on a child component is set to global, it cannot be changed to public. – If the access attribute on a child component is set to global, the type attribute cannot be changed. • When a package with a non-global component is installed, users that view the component in Setup see “Component is not global” instead of the content of the component. In addition, the component is not included in the component reference. • If advanced currency management is enabled for an organization that is installing a package, Visualforce pages that use and cannot be installed. • Any Apex that is included as part of Force.com AppExchange app must have at least 75% cumulative test coverage. When you upload your package to AppExchange, all tests are run to ensure that they run without errors. The tests are also run when the package is installed. • Beginning with version 16.0, if you have a managed global Apex class used as a Visualforce controller, it is also required that the access level be set to global for the following methods and properties for subscribers to use them: – Constructors for custom controllers – Getter and setter methods, including those for input and output components – Get and set attributes on properties Tip: If a custom label has translations, include the translations in a package by explicitly packaging the desired languages. 343 Adding Visualforce to a Force.com AppExchange App Managing Package Version Settings for Visualforce Pages and Components When a package containing Visualforce pages is installed into an organization, the pages are served from the visual.force.com domain instead of the Salesforce domain. This is to prevent malicious code in a package from affecting your data. SEE ALSO: Testing Custom Controllers and Controller Extensions Managing Package Version Settings for Visualforce Pages and Components If Visualforce markup references installed managed packages, the version settings for each managed package referenced by the Visualforce markup are saved to aid backwards-compatibility. This ensures that as the components in managed packages evolve in subsequent package versions, a page is still bound to versions with specific, known behavior. A package version is a number that identifies the set of components uploaded in a package. The version number has the format majorNumber.minorNumber.patchNumber (for example, 2.1.3). The major and minor numbers increase to a chosen value during every major release. The patchNumber is generated and updated only for a patch release. Publishers can use package versions to evolve the components in their managed packages gracefully by releasing subsequent package versions without breaking existing customer integrations using the package. Note: Package components and Visualforce custom component are distinct concepts. A package is comprised of many elements, such as custom objects, Apex classes and triggers, and custom pages and components. To configure the package version settings for a Visualforce page or custom component: 1. Edit a Visualforce page or component and click Version Settings. 2. Select a Version for each managed package referenced by the Visualforce page or component. This version of the managed package will continue to be used by the page or component if later versions of the managed package are installed, unless you manually update the version setting. To add an installed managed package to the settings list, select a package from the list of available packages. The list is only displayed if you have an installed managed package that isn’t already associated with the page or component. 3. Click Save. Note the following when working with package version settings: • If you save a Visualforce page or custom component that references a managed package without specifying a version of the managed package, the page or component is associated with the latest installed version of the managed package by default. • You can’t Remove a Visualforce page or component’s version setting for a managed package if the package is referenced by the page or component. Use Show Dependencies to find where the managed package is referenced. SEE ALSO: How is Visualforce Versioned? Managing Version Settings for Custom Components 344 CHAPTER 21 Using JavaScript in Visualforce Pages Using JavaScript in Visualforce pages gives you access to a wide range of existing JavaScript functionality, such as JavaScript libraries, and other ways to customize the functionality of your pages. Action tags, such as and , support Ajax requests. Warning: By including JavaScript in a page, you are introducing the possibility of cross-browser and maintenance issues that you do not have when using Visualforce. Before writing any JavaScript, you should be sure that there is not an existing Visualforce component that can solve your problem. The best method for including JavaScript in a Visualforce page is placing the JavaScript in a static resource, then calling it from there. For example, You can then use the functions defined within that JavaScript file within your page using Change my font weight! The {!$Component.thePanel} expression is used to obtain the DOM ID of the HTML element generated by the component. SEE ALSO: Best Practices for Accessing Component IDs $Component Using JavaScript Libraries with Visualforce You can include JavaScript libraries in your Visualforce pages to take advantage of functionality provided by these libraries. The best way to include JavaScript libraries is by creating a static resource, and then including the library by adding an component to your page. For example, if you are using jQuery (https://jquery.org), create a static resource from the library called jquery, and then reference it in a page like this: You can then use it in a page by adding a ... Note: • The use of third-party JavaScript libraries and frameworks is supported and encouraged by Salesforce. However, Salesforce can’t help you debug your JavaScript code, except as it specifically relates to Salesforce functionality. • Don’t use Ext JS versions less than version 3 on pages that use Chatter components, , , or . JavaScript Remoting for Apex Controllers Use JavaScript remoting in Visualforce to call methods in Apex controllers from JavaScript. Create pages with complex, dynamic behavior that isn’t possible with the standard Visualforce AJAX components. Features implemented using JavaScript remoting require three elements: • The remote method invocation you add to the Visualforce page, written in JavaScript. • The remote method definition in your Apex controller class. This method definition is written in Apex, but there are some important differences from normal action methods. • The response handler callback function you add to or include in your Visualforce page, written in JavaScript. 347 Using JavaScript in Visualforce Pages What Is JavaScript Remoting? What Is JavaScript Remoting? JavaScript remoting is a tool that front-end developers can use to make an AJAX request from a Visualforce page directly to an Apex controller. JavaScript remoting allows you to run asynchronous actions by decoupling the page from the controller and to perform tasks on the page without having to reload the entire page. In addition, JavaScript remoting can help alleviate view state issues while still executing in the context of the user viewing the page. JavaScript remoting is the most efficient way of calling the controller and passing data in from the page, because you can ensure that you’re passing only the data that you need each time that you make a call. When to Use JavaScript Remoting JavaScript remoting is optimized for use on mobile pages and on pages that use third-party JavaScript libraries. It enables dynamic, interactive pages that feel more responsive than traditional Visualforce pages. JavaScript remoting is an alternative to standard Visualforce AJAX components and Visualforce Remote Objects. It provides a more idiomatic way of interacting with the Force.com platform from JavaScript. JavaScript remoting allows you to use familiar JavaScript practices and structures and makes leveraging other JavaScript frameworks and tool kits easier for front-end developers. Remoting creates a more responsive experience that’s ideal for mobile pages or any other page where your use case requires maximum efficiency and performance. Because it’s asynchronous, you can load only the initial page and the data that you need to display the page, and then lazily load additional data that might not be used on the page immediately. You can even use this method to pre-load data for pages or views that the user hasn’t accessed. 348 Using JavaScript in Visualforce Pages When to Use JavaScript Remoting Although JavaScript remoting can provide an efficient, responsive, and optimized user experience, it’s not without limitations. It can take extra time to develop pages that use it, and you need to change how you develop and think about the flow of the page. Because you aren’t using forms and there’s no view state associated with the request, you have to manage the state of the page yourself, on the client side. On the other hand, there’s nothing that prevents you from combining JavaScript remoting with the standard Visualforce MVC design paradigm. As always, keep the problem that you’re trying to solve foremost when determining your design. JavaScript remoting is one of many tools available to you. Comparing JavaScript Remoting and The component also lets you call controller action methods through JavaScript. In general, is easier to use and requires less code, while JavaScript remoting offers more flexibility. Here are some specific differences between the two. • The tag: – lets you specify rerender targets – submits the form – doesn’t require you to write any JavaScript • JavaScript remoting: – lets you pass parameters – provides a callback – requires you to write some JavaScript Comparing JavaScript Remoting and Remote Objects JavaScript Remoting and Remote Objects offer similar features, and both are useful tools for creating dynamic, responsive pages. They have some important differences that you should consider before choosing which to use. In general, Remote Objects is well-suited to pages that need to perform only simple Create-Read-Update-Delete, or “CRUD”, object access. JavaScript Remoting is better suited to pages that access higher-level server actions. Remote Objects lets you get up and running quickly without a lot of ceremony, while JavaScript Remoting is suited for more complex applications that require some up front API-style design work. Visualforce Remote Objects: • Makes basic “CRUD” object access easy • Doesn’t require any Apex code • Supports minimal server-side application logic • Doesn’t provide automatic relationship traversals; you must look up related objects yourself JavaScript Remoting: • Requires both JavaScript and Apex code • Supports complex server-side application logic • Handles complex object relationships better • Uses network connections (even) more efficiently 349 Using JavaScript in Visualforce Pages Adding JavaScript Remoting to a Visualforce Page Adding JavaScript Remoting to a Visualforce Page To use JavaScript remoting in a Visualforce page, add the request as a JavaScript function call. A simple JavaScript remoting invocation takes the following form. [namespace.]controller.method( [parameters...,] callbackFunction, [configuration] ); Table 1: Remote Request Elements Element Description namespace The namespace of the controller class. This is required if your organization has a namespace defined, or if the class comes from an installed package. controller The name of your Apex controller. method The name of the Apex method you’re calling. parameters A comma-separated list of parameters that your method takes. callbackFunction The name of the JavaScript function that will handle the response from the controller. You can also declare an anonymous function inline. callbackFunction receives the status of the method call and the result as parameters. configuration Configures the handling of the remote call and response. Use this to change the behavior of a remoting call, such as whether or not to escape the Apex method’s response. The remote method call executes synchronously, but it doesn’t wait for the response to return. When the response returns, the callback function handles it asynchronously. See Handling the Remote Response on page 356 for details. Configuring a JavaScript Remoting Request Configure a remoting request by providing an object with configuration settings when you declare the remoting request. For example, the default configuration parameters look like this: { buffer: true, escape: true, timeout: 30000 } These configuration parameters aren’t ordered, and you can omit parameters you don’t want to change from the default. JavaScript remoting supports the following configuration parameters: Name Data Type Description buffer Boolean Whether to group requests executed close to each other in time into a single request. The default is true. JavaScript remoting optimizes requests that are executed close to each other in time and groups the calls into a single request. This buffering improve the efficiency of the overall 350 Using JavaScript in Visualforce Pages Name Adding JavaScript Remoting to a Visualforce Page Data Type Description request-and-response cycle, but sometimes it’s useful to ensure all requests execute independently. escape Boolean Whether to escape the Apex method’s response. The default is true. timeout Integer The timeout for the request, in milliseconds. The default is 30,000 (30 seconds). The maximum is 120,000 (120 seconds, or 2 minutes). The request timeout can also be configured for all requests made by a page, by setting the timeout using the Visualforce remoting object: Override a page-level timeout configuration on a per-request basis by setting the timeout in the configuration object for that request, as described above. Namespaces and JavaScript Remoting You can use the $RemoteAction global to automatically resolve the correct namespace, if any, for your remote action. This makes it easier to work with namespaces, especially for pages that make remoting calls to methods provided in packages. To use this facility, you must explicitly invoke JavaScript remoting. The pattern for doing this is: Visualforce.remoting.Manager.invokeAction( 'fully_qualified_remote_action', invocation_parameters ); The fully qualified remote action is a string that represents the complete path to the remote action method, including namespace, base class, and so on: namespace[.BaseClass][.ContainingClass].ConcreteClass.Method. Use $RemoteAction in an expression to automatically resolve the namespace, for example {!$RemoteAction.MyController.getAccount}. Invocation parameters are the arguments used to perform the remote method invocation, and are the same arguments used to make a standard remoting call: 351 Using JavaScript in Visualforce Pages Adding JavaScript Remoting to a Visualforce Page • The parameters to send to the @RemoteAction method, if any. • The callback function, which handles the returned result. • Configuration details for the invocation, if any. For example, you might define a remote invocation to retrieve an account like this: This JavaScript remoting call doesn’t need to know the details of the namespace in which the controller is defined, whether it’s in your own namespace or something provided by an installed package. It also handles the situation where your organization doesn’t have a namespace defined. Note: Errors encountered when calling invokeAction are reported only in the JavaScript console. For example, if $RemoteAction finds matching @RemoteAction methods in multiple namespaces, it returns the first matching method and logs a warning to the JavaScript console. If a matching controller or action is not found, the call silently fails and an error is logged to the JavaScript console. OAuth 2.0 Authentication for JavaScript Remoting You can use OAuth 2.0 to authenticate JavaScript remoting requests, instead of requiring a standard username and password login process. OAuth allows cross-application and cross-organization integrations that aren’t possible to do securely with standard authentication. A Visualforce page that uses OAuth for authentication configures it at the page level, and uses OAuth for all JavaScript remoting requests. Other than configuration, using JavaScript remoting is exactly the same. Configuring OAuth for JavaScript remoting from a Visualforce page takes the following form: 352 Using JavaScript in Visualforce Pages Declaring a Remote Method in Apex Once oauthAccessToken is set, all JavaScript remoting requests use OAuth. The rest of your JavaScript remoting code can remain the same. oauthAccessToken is an OAuth authentication token obtained by your page’s code. Obtaining and updating an access token is straightforward OAuth, with one addition. JavaScript remoting OAuth authentication requests the “visualforce” scope, so your token must be generated with this or a scope that contains it, including “web” or “full”. Set scope=visualforce (or “web” or “full”) in your OAuth request. For information about obtaining access tokens, and using OAuth with the Force.com platform, see Authenticating Remote Access Applications in the Salesforce online help and developer.salesforce.com/page/Digging_Deeper_into_OAuth_2.0_on_Force.com. Declaring a Remote Method in Apex You can call almost any Apex method as a JavaScript remoting remote action. To do so, the method needs to conform to some simple rules. In your controller, your Apex method declaration is preceded with the @RemoteAction annotation like this: @RemoteAction global static String getItemId(String objectName) { ... } Apex @RemoteAction methods must be static and either global or public. Your method can take Apex primitives, collections, typed and generic sObjects, and user-defined Apex classes and interfaces as arguments. Generic sObjects must have an ID or sobjectType value to identify actual type. Interface parameters must have an apexType to identify actual type. Your method can return Apex primitives, sObjects, collections, user-defined Apex classes and enums, SaveResult, UpsertResult, DeleteResult, SelectOption, or PageReference. Methods used for JavaScript remoting must be uniquely identified by name and number of parameters; overloading isn’t possible. For instance, with the method above, you can’t also have a getItemId(Integer productNumber) method. Instead, declare multiple methods with different names: • getItemIdFromName(String objectName) • getItemIdFromProductNumber(Integer productNumber) Scope and Visibility of @RemoteAction Methods Apex @RemoteAction methods must be static and either global or public. Globally-exposed remote actions shouldn’t perform sensitive operations or expose non-public data. global remote actions may only call other global methods. public remote actions may not be used in global components, or otherwise used in a global scope. Scope escalation will result in a compiler error or, for references that are resolved at runtime, a runtime failure. The following table describes these restrictions in more detail: Visualforce Page Non-Global Component Global Component iframe Global Remote Method Allowed Allowed Allowed Allowed Public Remote Method Allowed Allowed Error Error @RemoteAction Scope 353 Using JavaScript in Visualforce Pages Declaring a Remote Method in Apex When remote actions are accessed via markup that is included indirectly, via components or the or tags, the scope of the remote method is carried forward into the top level container, that is, the top level item in the inclusion hierarchy, which must abide by scope escalation rules: Top Level Container @RemoteAction Accessed From Visualforce Page Non-Global Component Global Component iframe Global Component Allowed Allowed Allowed Allowed Non-Global Component Allowed Allowed Allowed only if non-global component doesn't include public remote methods. Allowed only if non-global component doesn't include public remote methods. n/a Error Allowed within the same n/a namespace; error if namespaces are different, and the included page or its child hierarchy contains public remote methods. Remote Methods and Inheritance You can call remote actions on your Apex controller that are inherited methods. When a @RemoteAction method is looked up or called, Visualforce inspects the page controller’s inheritance hierarchy and finds @RemoteAction methods in the controller’s ancestor classes. Here’s an example demonstrating this capability. The following Apex classes form a three-tier inheritance hierarchy: global with sharing class ChildRemoteController extends ParentRemoteController { } global virtual with sharing class ParentRemoteController extends GrandparentRemoteController { } global virtual with sharing class GrandparentRemoteController { @RemoteAction global static String sayHello(String helloTo) { return 'Hello ' + helloTo + ' from the Grandparent.'; } } This Visualforce page simply calls the sayHello remote action.
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The remote method doesn’t exist in the ChildRemoteController class. Instead, it’s inherited from GrandparentRemoteController. Declaring a Remote Method with Interface Parameters You can declare @RemoteAction methods with interface parameters and return types, instead of being restricted to concrete classes. This, for example, allows a package provider to package a remote method and associated interface, which subscriber organizations can call from Visualforce pages, passing in their own class that implements the packaged interface. Here’s a brief example: public class RemoteController { public interface MyInterface { String getMyString(); } public class MyClass implements MyInterface { private String myString; public String getMyString() { return myString; } public void setMyString(String s) { myString = s; } } @RemoteAction public static MyInterface setMessage(MyInterface i) { MyClass myC = new MyClass(); myC.setMyString('MyClassified says "' + i.getMyString() + '".'); return myC; } } Objects sent from a JavaScript remoting call to a @RemoteAction that declares interface parameters must include an apexType value, which must be a fully-qualified path to the concrete class, that is, namespace[.BaseClass][.ContainingClass].ConcreteClass. For example, to make a JavaScript remoting call to the above controller: Visualforce.remoting.Manager.invokeAction( '{!$RemoteAction.RemoteController.setMessage}', {'apexType':'thenamespace.RemoteController.MyClass', 'myString':'Lumos!'}, handleResult ); If the class definition is within your organization, you can simplify the remoting call, and also use the default c namespace: RemoteController.setMessage( {'apexType':'c.RemoteController.MyClass', 'myString':'Lumos!'}, handleResult ); 355 Using JavaScript in Visualforce Pages Handling the Remote Response Handling the Remote Response Handle the response to a remote method call asynchronously in the callback function you provided in the remote method call. Your callback function will receive as parameters an event object representing the status of the remote call, and the result object returned by the remote Apex method. Your function can update information and user interface elements on the page based on the data returned. The event object provides values that let you act upon the success or failure of the remote call. Field Description event.status true on success, false on error. event.type The type of the response: rpc for a successful call, exception if the remote method threw an exception, and so on. event.message Contains any error message that is returned. event.where Contains the Apex stack trace, if one was generated by the remote method. Apex primitive data types returned by result—such as strings or numbers—are converted to their JavaScript equivalents. Apex objects that are returned are converted to JavaScript objects, while collections are converted to a JavaScript array. Keep in mind that JavaScript is case-sensitive, so id, Id, and ID are considered different fields. As part of a JavaScript remote call, if the Apex method response contains references to the same object, the object won’t be duplicated in the returned JavaScript object, and instead, the rendered JavaScript object will contain references to the same object. An example is an Apex method which returns a list that contains the same object twice. Debugging JavaScript Remoting Debugging pages that use JavaScript remoting requires you to debug Visualforce, Apex, and JavaScript. Important: Keep your JavaScript console open during development when using JavaScript remoting. Errors and exceptions encountered by JavaScript remoting are logged to the JavaScript console, if enabled, and are otherwise silently ignored. When a @RemoteAction method throws an exception due to a programming error or other failure, the Apex stack trace is returned to the browser within the event object. Inspect the stack trace in a JavaScript debugger console or use it in the error handling of your response callback function. Here’s a callback function that simply displays the stack trace when there’s an exception. JavaScript Remoting Limits and Considerations Although JavaScript remoting isn’t subject to some resource limits, it does come with limits of its own. JavaScript remoting isn’t a way to avoid Salesforce service limits. JavaScript remoting calls aren’t subject to API limits, but Visualforce pages that use JavaScript remoting are subject to all standard Visualforce limits. By default, the response of the remote call must return within 30 seconds, after which the call will time out. If your request needs longer to complete, configure a longer timeout, up to 120 seconds. The request, including headers, has a maximum size of 4 MB. The response of the remote call has a maximum size of 15 MB. If your JavaScript remoting code is exceeding this limit, you have several options: • Reduce the size of the response for each request. Only return data that’s required. • Break up large data retrieval into requests that return smaller chunks. • Make batched requests more frequently, reducing the size of each individual batch. • Use non-batched requests. Set { buffer: false } in your remoting request configuration block. JavaScript Remoting Example Here’s a basic sample demonstrating how to use JavaScript remoting in your Visualforce pages. First, create an Apex controller called AccountRemoter: global with sharing class AccountRemoter { public String accountName { get; set; } public static Account account { get; set; } public AccountRemoter() { } // empty constructor @RemoteAction global static Account getAccount(String accountName) { account = [SELECT Id, Name, Phone, Type, NumberOfEmployees FROM Account WHERE Name = :accountName]; return account; } } Other than the @RemoteAction annotation, this looks like any other controller definition. To make use of this remote method, create a Visualforce page that looks like this:
Notice the following about this markup: • The JavaScript uses the explicit invokeAction remoting call, and takes advantage of the $RemoteAction global to resolve the correct namespace for the remote action method. • The event.status variable is true only if the call was successful. The error handling illustrated by the example is deliberately simple and prints the error message and stack trace from the event.message and event.where values, respectively. You’re encouraged to implement more robust alternative logic for requests where your method call doesn’t succeed. • The result variable represents the object returned from the Apex getAccount method. • Accessing the DOM ID of a plain HTML element is simple, just use the ID of the item. • DOM IDs of Visualforce components are dynamically generated in order to ensure IDs are unique. The code above uses the technique illustrated in Using $Component to Reference Components from JavaScript to retrieve the component’s ID by accessing it via the $Component global variable. 358 Using JavaScript in Visualforce Pages Visualforce Remote Objects Visualforce Remote Objects JavaScript remoting is a popular, powerful, and efficient method for building Web apps with Visualforce, especially for creating pages for use in Salesforce1 or working with JavaScript libraries such as jQuery or AngularJS. Visualforce Remote Objects are proxy objects that enable basic DML operations on sObjects directly from JavaScript. Remote Objects remove some of the complexity from JavaScript remoting by reducing the need for @RemoteAction methods in an Apex controller or extension. Behind the scenes, the Remote Objects controller handles sharing rules, field level security, and other data accessibility concerns. Pages that use Remote Objects are subject to all the standard Visualforce limits, but like JavaScript remoting, Remote Objects calls don’t count toward API request limits. Using Visualforce Remote Objects consists of implementing two separate pieces of functionality on the same page. 1. Access definitions, written in Visualforce with the Remote Objects components. These components generate a set of JavaScript proxy objects that you can use in step 2. 2. Data access functions, written in JavaScript. These functions use the proxy objects that are made available by the access definitions to perform create, retrieve, update, and delete operations on your data. Your page then uses the data access functions to respond to user interaction, such as form submissions or controls changes, or to perform periodic actions in response to timers, or most anything that you can write in JavaScript. A Simple Example of Remote Objects This short example demonstrates the two pieces of functionality you need to implement to use Remote Objects. This Visualforce page retrieves a list of 10 Warehouse records and displays them on the page in response to the user clicking the Retrieve Warehouses button.

Retrieve Warehouses via Remote Objects

Warehouses:

Notice something unusual about this page—there is no controller or controller extension. All of the data access is handled by the Remote Objects components. The first part of this example is the Remote Objects components that specify which objects and fields to make accessible on the page. These components generate JavaScript model classes, one per sObject in the access specification, which you use to make data access calls directly from your JavaScript code. Notice the use of the jsShorthand attribute, which maps the full Salesforce API name to a simpler, shorter name to use in your JavaScript code. If you plan to package and distribute your code, setting jsShorthand is essential because it eliminates the use of your organization’s namespace in the packaged code. Using the shorthand does all the work. The second part of this example is a JavaScript function that uses the models that are generated by the access definition components to retrieve a set of records for display on the page. The first line of the function creates a Warehouse object from the model. Notice that the call that creates it uses the jsShorthand for the sObject instead of the full API name of the object. Following this best practice decouples your JavaScript code from the specifics of your organization namespace, sObject and field names, and so on, and makes your code more succinct and clear. The second line uses the new Warehouse object, wh, to perform a query for Warehouse records. The call provides two arguments: a simple query specifier and an anonymous function to handle the results. The function is standard JavaScript. It iterates over the results and creates list items to append to the list of warehouses on the page. The page body is static HTML.

Retrieve Warehouses via Remote Objects

Warehouses:

Your code adds results to the warehousesList list. When the page loads, the list is empty. Clicking the button fires the JavaScript function that was defined earlier, which performs the query and adds the results. Using Remote Objects in JavaScript The JavaScript models that are generated by the Remote Objects components provide a JavaScript API to create functions for your app that read and save values back to Salesforce. Use the base model that is created by the component to instantiate specific models for corresponding sObjects. Then use the specific models to perform actions on their sObjects, such as retrieving, creating, updating, and deleting. The base model for your Remote Objects is created by the component. The base model provides a pseudonamespace for Remote Objects that you create with it. By default the base model is named SObjectModel, but you can set the name by using the jsNamespace attribute. Use different base models to group related Remote Objects along functional or package lines. For example: 361 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript Specific Models You don’t normally create a base model yourself but instead use the generated base model as a factory for creating specific models. For example, with the above declaration, instantiate a Contact model in JavaScript like this: var ct = new MyCorpModels.Contact(); Note that ct is a JavaScript model for the Contact object, not a specific Contact record. ct represents a specific object, Contact, and provides a connection between your page’s JavaScript and the Salesforce service. ct can be used to perform the basic “CRUD” operations—create, read, update, and delete—on contact objects in the database. In the following sections, examples are based on the following Remote Objects declaration, which uses all three Remote Objects components and shows how to add a custom field, Notes__c, with a “shorthand” name to make accessing it in JavaScript more natural. This declaration enables you to access five fields on Contact records. Instantiating Models and Accessing Fields Instantiate a model with or without field values set, depending on your intent. Generally, you’ll set fields when you want to write changes to the database and omit fields when you’re just reading. Field values are set by passing in a JSON string with values for the fields to set on the new model. To create a model without fields set, create it with an empty parameters list. var ct = new RemoteObjectModel.Contact(); To instantiate a model with fields set, typically to create a new record, pass in an object that contains field name and value pairs. For example: var ct = new RemoteObjectModel.Contact({ FirstName: "Aldo", LastName: "Michaels", Phone: "(415) 555-1212" }); Remote Objects models use basic get() and set() methods to retrieve and set field values. For example: var ct = new RemoteObjectModel.Contact({ FirstName: "Aldo" }); ct.get('FirstName'); // 'Aldo' ct.get('Phone'); // ct.set('FirstName', 'Benedict'); ct.set('Phone', '(415) 555-1212'); There’s no functional difference between setting field values with a properties list in the constructor and setting field values with set(). Creating Records with Remote Objects Create a record by calling create() on a Remote Objects model instance. 362 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript create() accepts two arguments, both optional. RemoteObjectModel.create({field_values}, callback_function) The field_values block enables you to define and create a record in one statement. Set field values as you do when you create a model, using a JSON string. For example, the following two calls to create() are equivalent. var ctDetails = { FirstName: 'Marc', LastName: 'Benioff' }; // Call create() on an existing Contact model, with no arguments var ct = new RemoteObjectModel.Contact(ctDetails); ct.create(); // Call create() on an empty Contact model, passing in field values var ct = new RemoteObjectModel.Contact(); ct.create(ctDetails); create() doesn’t return a result directly. The callback function enables you to handle the server response asynchronously. Note: All server operations that use Remote Objects are performed asynchronously. Any code that depends on the request being completed, including handling returned results, must be placed in the callback function. Your callback function can accept up to three arguments. function callback(Error error, Array results, Object event) { // ... } See Remote Objects Callback Functions on page 370 for details about writing Remote Objects callback functions. The Id field is set on the Remote Object as part of a successful create() call. You can access this field in your callback function. var ctDetails = { FirstName: 'Marc', LastName: 'Benioff' }; var ct = new RemoteObjectModel.Contact(); ct.create(ctDetails, function(err) { if(err) { console.log(err); alert(err.message); } else { // this is the contact console.log(ct.log()); // Dump contact to log console.log(ct.get('Id')); // Id is set when create completes } }); Note the use of the log() function; it’s the equivalent of toString() for Remote Objects. Note: For clarity, this example uses a global variable, ct, which isn’t a best practice. See Remote Objects Callback Functions on page 370 for better techniques. SEE ALSO: Remote Objects Callback Functions Retrieving Records with Remote Objects Retrieve records by calling retrieve() on a Remote Objects model instance. 363 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript retrieve() requires two arguments, one for query criteria and one for a callback handler. RemoteObjectModel.retrieve({criteria}, callback_function) criteria can be a Remote Objects query object or a function that returns one. The following two calls are equivalent. var ct = new RemoteObjectModel(); // Empty callback functions for simplicity ct.retrieve({where: {FirstName: {eq: 'Marc' }}}, function() {}); // query object ct.retrieve(function(){ return({where: {FirstName: {eq: 'Marc' }}}); }, function() {}); // function returning query object See Format and Options for Remote Objects Query Criteria on page 368 for an explanation of the query object. retrieve() doesn’t return a result directly. The callback function enables you to handle the server response asynchronously. Note: All server operations that use Remote Objects are performed asynchronously. Any code that depends on the request being completed, including handling returned results, must be placed in the callback function. Your callback function can accept up to three arguments. function callback(Error error, Array results, Object event) { // ... } See Remote Objects Callback Functions on page 370 for details about writing Remote Objects callback functions. To retrieve records using dates, pass in the JavaScript date object to the query. var myDate = new Date('2017-01-20'); ct.retrieve({where: {CloseDate: {eq: myDate}}}, function() {}); SEE ALSO: Format and Options for Remote Objects Query Criteria Remote Objects Callback Functions Updating Records with Remote Objects Update records by calling update() on a Remote Objects model instance. update() accepts three arguments, all optional, and can update one or many records at the same time, depending on the arguments that you provide. RemoteObjectModel.update([record_ids], {field_values}, callback_function) record_ids is an array of strings, where the strings are the Ids of records to be updated. If this parameter is omitted, the Id that is set on the Remote Object instance is used. The simplest way to update a record is to call update() on itself. ctDetails = {FirstName: "Marc", LastName: "Benioff"}; ct = new RemoteObjectModel.Contact(ctDetails); ct.create(); // Later, in response to a page event... ct.set('Phone', '555-1212'); ct.update(); 364 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript More often, you might need to update a record in response to a form submission. Updating the record can be as simple as reading some form values, including the record’s Id, and passing the values to update(). For example: var record = new RemoteObjectModel.Contact(); record.update($j('#contactId').val(), { FirstName: $j('#fName').val(), LastName: $j('#lName').val(), Phone: $j('#phone').val(), Notes: $j('#notes').val() }); Robust code includes a callback to handle errors. The following code accomplishes the same as the previous sample, altered to use an event handler and a callback function. // Handle the Save button function updateContact(e){ e.preventDefault(); var record = new RemoteObjectModel.Contact({ Id: $jQuery('#contactId').val(), FirstName: $jQuery('#fName').val(), LastName: $jQuery('#lName').val(), Phone: $jQuery('#phone').val(), Notes: $jQuery('#notes').val() }); record.update(updateCallback); } // Callback to handle DML Remote Objects calls function updateCallback(err, ids){ if (err) { displayError(err); } else { // Reload the contacts with current list getAllContacts(); $jQuery.mobile.changePage('#listpage', {changeHash: true}); } } You can update many records at the same time, as long as the update to be performed is uniform, that is, the same for every record. For example, you might need to update a collection of checked items from a list, to change a status field to “Archived” or a current timestamp. To update records in one request, pass an array of Ids to update(). The fields to be updated can be set as part of the Remote Object model itself, but it’s safer to pass them directly to update(), like this: var ct = new RemoteObjectModel.Contact(); ct.update( ['003xxxxxxxxxxxxxxx', '003xxxxxxxxxxxxxxx'], { FirstName: "George", LastName: "Foreman" }, function(err, ids) { if (err) { displayError(err); } else { // Reload the contacts with current list getAllContacts(); 365 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript $jQuery('#status').html(ids.length + ' record(s) updated.'); $jQuery.mobile.changePage('#listpage', {changeHash: true}); } }); Note: When you update multiple records this way, all of the records are updated in the same server-side transaction. SEE ALSO: Remote Objects Callback Functions Upserting Records with Remote Objects Save a record by calling upsert() on a Remote Objects model instance. upsert() is a convenience function that updates a record if it exists and creates it if it doesn’t. Behind the scenes upsert() delegates to create() or update(). Use upsert() to write functions for your page or application that aren’t affected by whether a record is from a new input form or an edit record page. upsert() accepts two arguments, both optional. RemoteObjectModel.upsert({field_values}, callback_function) The field_values block enables you to set the values and save a record in one statement. Set field values as you do when you create a model, using a JSON string. For example, the following two calls to upsert() are equivalent. // Call upsert() on a Contact model, with no arguments // ct is a RemoteObjectModel.Contact that already has data ct.set('Phone', '(415) 777-1212'); ct.upsert(); // Call upsert() on a Contact model, passing in field values // ct is a RemoteObjectModel.Contact that already has data ct.upsert({Phone: '(415) 777-1212'}); In the preceding example, it’s not clear if the contact exists in the database or if it’s a new contact that’s coming from an input form. upsert() handles the details. If there’s an Id field set on the contact, the contact will be updated. If there’s no Id, a new contact is created. upsert() doesn’t return a result directly. The callback function enables you to handle the server response asynchronously. Note: All server operations that use Remote Objects are performed asynchronously. Any code that depends on the request being completed, including handling returned results, must be placed in the callback function. Your callback function can accept up to three arguments. function callback(Error error, Array results, Object event) { // ... } See Remote Objects Callback Functions on page 370 for details about writing Remote Objects callback functions. SEE ALSO: Creating Records with Remote Objects Updating Records with Remote Objects 366 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript Deleting Records with Remote Objects Delete records by calling del() on a Remote Objects model instance. del() accepts two arguments, both optional, and can delete one or many records, depending on the arguments that you provide. Note: Why del() instead of delete()? delete is a reserved word in JavaScript. RemoteObjectModel.del([record_ids], callback_function) record_ids is an array of strings, where the strings are the Ids of records to be deleted. If this parameter is omitted, the Id that is set on the Remote Object instance is used. The simplest way to delete a record is to call del() on itself. ctDetails = {FirstName: "Tobe", LastName: "Ornottobe"}; ct = new RemoteObjectModel.Contact(ctDetails); ct.create(); // After some thought, and the async operation completes... // It's not to be; delete the contact ct.del(); More often, you might need to delete a record in response to a button click. Deleting the record is as simple as getting the record’s Id from the page and then passing the Id to del(). For example: var id = $jQuery('#contactId').val(); var ct = new RemoteObjectModel.Contact(); ct.del(id); Robust code includes a callback to handle errors. The following code accomplishes the same as the previous sample, altered to use an event handler and a callback function. // Handle the delete button click function deleteContact(e){ e.preventDefault(); var ct = new RemoteObjectModel.Contact(); ct.del($jQuery('#contactId').val(), updateCallback); } // Callback to handle DML Remote Objects calls function updateCallback(err, ids){ if (err) { displayError(err); } else { // Reload the contacts with current list getAllContacts(); $jQuery.mobile.changePage('#listpage', {changeHash: true}); } } To delete multiple records in one request—for example, checked items from a list—pass an array of Ids to del(). var ct = new RemoteObjectModel.Contact(); ct.del(['003xxxxxxxxxxxxxxx', '003xxxxxxxxxxxxxxx'], function(err, ids) { if (err) { displayError(err); } else { // Reload the contacts with current list 367 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript getAllContacts(); $jQuery('#status').html(ids.length + ' record(s) deleted.'); $jQuery.mobile.changePage('#listpage', {changeHash: true}); } }); Note: When you delete multiple records this way, all of the records are deleted in the same server-side transaction. SEE ALSO: Remote Objects Callback Functions Format and Options for Remote Objects Query Criteria Remote Objects uses an object to specify criteria for retrieve() operations. Use this object to specify where, limit, and offset conditions for your queries. The structured format of the query object enables Visualforce to validate the criteria at save time, reducing the likelihood of runtime errors. The format is straightforward. The query criteria find a contact named Marc Benioff and limit the query to a single result. where Conditions where conditions enable you to filter the results of a retrieve operation, much the same way that a WHERE condition in a SOQL query does. The operators that are available for where conditions are: • eq: equals • ne: not equals 368 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript • lt: less than • lte: less than or equals • gt: greater than • gte: greater than or equals • like: string matching. As with SOQL, use “%” as a wildcard character. • in: in, used for finding a value that matches any of a set of fixed values. Provide values as an array, for example, ['Benioff', 'Jobs', 'Gates']. • nin: not in, used for finding a value that matches none of a set of fixed values. Provide values as an array, for example, ['Benioff', 'Jobs', 'Gates']. • and: logical AND, used for combining conditions • or: logical OR, used for combining conditions Within the where object, add field name and condition pairs to create complex criteria. Multiple conditions by default are treated as AND conditions. You can use and and or to create other criteria conditions. For example: { where: { or: { FirstName: { like: "M%" }, Phone: { like: '(415)%' } } } } Filter results based on a date range by using a combination of lte and gte. For example: orderby Conditions orderby enables you to set a sort order for your results. You can sort on up to three fields. Specify your orderby conditions as an array of JavaScript objects that contain name-value pairs. The field to sort on is the name, and the sort description is the value. The sort description enables you to sort ascending or descending and to sort null values first or last. For example: orderby: [ {Phone: "DESC NULLS LAST"} , {FirstName: "ASC"} ] limit and offset Conditions limit and offset enable you to retrieve a specific number of records at a time and to page through an extended set of results. Use limit to specify how many records to return in one batch of results. The default value is 20. The maximum is 100. Use offset to specify how many records to skip in the overall result set before adding records to the returned results. The minimum is 1. The maximum offset is 2,000 rows. Requesting an offset greater than 2,000 results in a NUMBER_OUTSIDE_VALID_RANGE error. Remote Objects Callback Functions Remote Objects sends all requests to the Salesforce service asynchronously. Your code handles responses to Remote Objects operations in a callback function that you provide. Callback functions handle updating the page with the results of the operation and errors that are returned. Callback functions are a standard technique in JavaScript for handling events and asynchronous operations. Remote Objects uses this pattern to handle the response of its asynchronous operations. When you invoke a Remote Objects operation, you provide the parameters of the operation and, optionally, a callback function. Your JavaScript code continues uninterrupted after you invoke the operation. When the remote operation is completed and results are returned, your callback function is invoked and receives the results of the operation. Remote Objects callback functions can be written to receive up to three arguments. function callback(Error error, Array results, Object event) { // ... } Name Type Description error JavaScript Error object A standard JavaScript Error object. If the operation succeeded, error is null. Use error.message to retrieve the reason for a failure. results JavaScript array An array that contains the results of the operation. If the operation was a retrieve(), the results are instances of the appropriate Remote Objects. Otherwise, the array contains strings that represent the Ids of affected records. event JavaScript object A JavaScript object that provides the details of the JavaScript remoting event transporting the Remote Objects operation. 370 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript Most callback functions check for errors and then take an action with the results. The event object is typically used only in debugging and sophisticated error management. Example: Here’s a straightforward callback function, which handles the results of a retrieve() operation. function getAllContacts() { $j.mobile.showPageLoadingMsg(); var c = new RemoteObjectModel.Contact(); c.retrieve({ limit: 100 }, function (err, records) { // Handle errors if (err) { displayError(err); } else { // Add the results to the page var list = $j(Config.Selectors.list).empty(); $j.each(records, function() { var newLink = $j(''+this.get('FirstName')+' '+this.get('LastName')+''); newLink.appendTo(list).wrap('
  • '); }); $j.mobile.hidePageLoadingMsg(); list.listview('refresh'); } }); } In this sample, getAllContacts() calls retrieve() and passes an anonymous function as the callback. The callback function checks for errors and then uses jQuery to iterate through the array of result records, adding them to the page. Some details are omitted to focus on the callback structure. See An Example of Using Remote Objects with jQuery Mobile on page 377 for the complete page source code. SEE ALSO: An Example of Using Remote Objects with jQuery Mobile Overriding Default Remote Objects Operations Override the default Remote Objects operations with your own Apex code to extend or customize the behavior of Remote Objects. Behind the scenes of Remote Objects, the basic operations—create(), retrieve(), update(), and del()—use a Remote Objects controller that’s the equivalent of the standard controller for normal Visualforce pages. You can override Remote Objects operations to extend or replace the built-in behavior of this controller. Overrides of Remote Objects operations are written in Apex and take effect by adding them to your page’s Remote Objects definitions. Note: You can’t override the upsert() operation. It’s just a convenience function, and behind the scenes it delegates to either create() or update(). When you override either of those methods, the overridden method is automatically used by upsert() as appropriate. 371 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript Remote Objects Access Definitions for Method Overrides To override a Remote Objects operation with a remote method, set the attribute for the operation to the method that replaces the default method. For example, here’s how to override the create() operation for contacts with a remote method. The attribute takes a Visualforce expression that references the @RemoteAction method to use as the override for the built-in create() operation. The expression takes the form of $RemoteAction.OverrideClassName.overrideMethodName, where the $RemoteAction global handles your organization namespace, as it does for JavaScript remoting. Note that the class that contains the @RemoteAction method needs to be set as the page’s controller or as a controller extension for the page. With this declaration, whenever your page’s JavaScript code calls the create() function for a contact Remote Object, instead of using the Remote Objects controller, your remote method will be called. Remote Objects Override Methods Remote Objects override methods are written as @RemoteAction methods in an Apex class, which you add to your page as a controller or controller extension. The method signature for an override method is: @RemoteAction public static Map methodName(String type, Map fields) The type parameter is the sObject type that’s being acted upon, and the fields map is a collection that contains the values that were set on the Remote Object before the overridden method was called. The return value is a map that represents the result of a Remote Objects operation. This map typically include the results of the call, the status, and any custom data that you want to provide as part of your custom method. The simplest way to construct a valid return map is to use the RemoteObjectController. This is the standard controller that provides the built-in functionality for Remote Objects, and you can delegate data manipulation language (DML) operations to it by passing along your method’s parameters. For example, here’s a create() method that does nothing more than the built-in version of create() does: @RemoteAction public static Map create(String type, Map fields) { Map result = RemoteObjectController.create(type, fields); return result; } This method is effectively a no-op; that is, this method does exactly the same thing the built-in version would have done, nothing more and nothing less. Your override methods can execute whatever additional Apex you need to, including logging, additional DML, other method calls, and so on. For a more complete example of a Remote Objects override method, and the page that uses it, see An Example of Using Remote Method Overrides in Remote Objects on page 373. Important: The RemoteObjectController standard controller automatically handles sharing rules, ownership, and other security concerns for Remote Objects. In contrast, methods in a custom controller or controller extension operate in system mode by default, which allows full access to all data in the organization. This behavior is the same as for standard Visualforce pages that use custom controllers or controller extensions. When you write the controller code, you need to handle access rights and other concerns yourself. 372 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript As a best practice, use the with sharing keyword for your controller or controller extension class, and delegate as much as you can to the RemoteObjectController. SEE ALSO: Creating Records with Remote Objects Deleting Records with Remote Objects Retrieving Records with Remote Objects Updating Records with Remote Objects An Example of Using Remote Method Overrides in Remote Objects This sample code illustrates how to create remote method overrides for Remote Objects operations. The example presents a sorted list of contacts and a simple form to enter a new contact. The new contact action overrides the built-in Remote Objects create() operation. The sample also illustrates blending Remote Objects with several Web development libraries to present a mobile-friendly user interface. This example uses the jQuery, Bootstrap, and Mustache tool kits, loading them from an external content distribution network (CDN). Here’s the Visualforce page, with the remote override declaration in bold.
    Contact Data Order ([ {LastName: 'ASC'}, {FirstName: 'DESC'} ])
    FirstNameLastNamePhone
    Log
    374 Using JavaScript in Visualforce Pages Using Remote Objects in JavaScript
    The key line of code in the preceding sample is in the Remote Objects access definition. Adding a single attribute to the contact Remote Object definition sets up the override: create="{!$RemoteAction.RemoteObjectContactOverride.create}" The attribute takes a Visualforce expression that references the @RemoteAction method to use as the override for the built-in create() operation. In this case, the referenced method is in an Apex class that’s the page’s controller. The code for the override method is straightforward. public with sharing class RemoteObjectContactOverride { @RemoteAction public static Map create(String type, Map fields) { System.debug(LoggingLevel.INFO, 'Before calling create on: ' + type); // Invoke the standard create action // For when you want mostly-normal behavior, with a little something different Map result = RemoteObjectController.create(type, fields); System.debug(LoggingLevel.INFO, 'After calling create on: ' + type); System.debug(LoggingLevel.INFO, 'Result: ' + result); // Here's the little something different, adding extra data to the result Map customResult = new Map {'custom' => 'my custom data' }; customResult.putAll(result); return customResult; } } This method logs the @RemoteAction call and then uses the standard RemoteObjectController.create() call to perform the create. It’s performing the same data manipulation language (DML) commands to create the record that the built-in version 376 Using JavaScript in Visualforce Pages An Example of Using Remote Objects with jQuery Mobile would, because it’s using the built-in version. After performing the create, the method does a little more logging. Finally it adds some extra data to the return payload that will be received by the JavaScript callback function on the Visualforce page. It’s adding the extra data that’s interesting and makes overriding the built-in method useful. The extra data that’s added by the preceding controller is trivial, for the purposes of illustration only. A real-world override can include more complex logic—the result of a calculation, other method calls, and so on. What’s important to understand is that the new custom override method can do additional things behind the scenes, and can return extra data that the built-in version can’t. An Example of Using Remote Objects with jQuery Mobile Visualforce Remote Objects is designed to “blend” well with JavaScript frameworks. This extended but simple example shows how to use Remote Objects with jQuery Mobile to view a list of contacts and to add, edit, and delete them. This example uses jQuery Mobile from the Salesforce Mobile Packs and is based on sample code that is included with the Mobile Pack for jQuery. Remote Objects and jQuery Mobile make it easy to create a simple contact manager page for a phone. A Simple Contact Editor with Remote Objects and jQuery Mobile Contacts

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