Salesforce1 – Flexible PagesKoen Vermachelen

@KoenVM

Safe Harbor Statement http://goo.gl/kpgzcY

Agenda

• What & why• Anatomy of a Flexible Page• Build• Deploy• Adding the page in Salesforce1• Limitations

• App landing page• Key info in one place• Mix & match objects• More control to display your data

What & Why

• Salesforce1 app only• XML-based page• Listviews & Recent Items• Global publisher actions

In your setup area:

How it looks like in the end

In the Salesforce1 app:

Mobile Navigation

Custom Tabs

Anatomy of a Flexible Page

• 2 componentInstanceProperties– entityName = API name of object– filterName = API name of listview

• Component name : flexipage:filterListCard

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List Component

Getting the Listview API Names• By editing a view

API NAME

Getting the Listview API Names• Through workbench

API NAME

• flexipage:recentItems• 1 componentInstanceProperties

• entityNames = name of objectS• only custom objects! (until Spring 14, fixed as of

Summer 14)

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Recent ItemsComponent

• quickActionList• add 1 or multiple global actions in the list items

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Global Actions

The full picture

Build

• Any of your favorite tools (I prefer MavensMate)• Just copy-paste the XML• The files need to have a .flexipage extension

Deploy

• Folderstructure should be as below• Select the flexipages folder + package.xml and ZIP them• Use the metadata API to deploy the package (workbench, ant, ...)

Adding the page in the Salesforce1 app• Once deployed, create a Flexible Page Tab for it

– (Setup > Create Tab > Flexible Page Tab)

• Then, just add the tab in the Mobile Navigation– Mobile Administration > Mobile Navigation

Limitations

• List component supported objects :– Before Summer 14 release:

• Custom Objects, Account, Campaign, Case, CollaborationGroup, Contact, Contract, Lead, LiveChatTranscript, Opportunity

• No support for the Activity object (tasks & events)– After Summer 14 release

• All list views associated with standard and custom objects except– Activity– ContentVersion– Task– User– UserProfile

Limitations - Continued

• Recent Items component supported objects :– Before Summer 14 release:

• Only Custom Objects– After Summer 14 release

• All custom objects• All standard objects for which both of these conditions are true:

– A compact layout is defined for the object– The object is tracked in the most recently used objects list (meaning, the object has a LastViewedDate or LastReferencedDate field)

• So no support still for the Activity object (tasks & events)

Limitations - Continued

• Flexible Pages in Communities:– Before Summer 14 : not available– After Summer 14 : available!

• General limit of 25 components per Flexible Page

Resources

• Salesforce documentation on Flexible Pages: http://goo.gl/feG2jL• Deploying a Flexible Page : http://goo.gl/U9sT7i

Flexible Pages - Quick Recap

• Nice landing pages for your Salesforce1 apps with key infos• More flexible then the smart search items• Easy to build (copy paste and just some renaming)

Koen Vermachelen@KoenVM