Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Developing for Salesforce1
Welcome to Salesforce1 Platform Development
Designing Mobile-First User Interfaces
Extending Salesforce1 with Visualforce Pages
Adding Functionality with Visualforce Custom Actions
Custom Actions Scenario
Try It Out: Create a Visualforce Custom Action
Add the Visualforce Custom Action to the Page Layout
Test Out the Visualforce Custom Action
Tell Me More: About the Code
Integrating Your Web Applications in Salesforce1 with Force.com Canvas
Calling Quick Actions from the API
Extending the User Interface with Lightning Pages
Development Guidelines and Best Practices
Learning More
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Try It Out: Create a Visualforce Custom Action

First, we’ll create a Visualforce custom action that references a Visualforce page.
The custom action we’re creating uses these elements from the package that you downloaded and installed for this guide.
  • QuickOrderPage Visualforce page
  • QuickOrderController Apex class
  • Mobile_Design_Templates static resource used for styling the page

We’ll take an in-depth look at the code later in this chapter. But first, we’re going to create the action and try it out.

The Visualforce code for this page uses the location of the current customer account to find warehouses located within the specified distance (in miles) that also have a particular part in stock.
  1. In the Salesforce application, from Setup, click Customize | Accounts | Buttons, Links, and Actions.
  2. Click New Action.
  3. In the Action Type drop-down list, select Custom Visualforce.
  4. In the Visualforce Page drop-down list, select QuickOrderPage.
  5. In the Label field, enter Create Quick Order.
    This is the action name that appears to the user in the action menu in the Salesforce1 app or in the publisher in the full Salesforce site.
    Create Visualforce custom action
  6. Click Save.

Now that we’ve created the custom action, we’ll add the action to the Account page layout. This ensures that the custom action appears in the publisher when you go to the page for a customer account.