Salesforce App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce App Administration
Developing for the Salesforce App
Welcome to Salesforce Platform Development
Designing Mobile-First User Interfaces
Extending the Salesforce App 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
Development Guidelines and Best Practices
Learning More
PDF

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. From the object management settings for accounts, go to 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 Salesforce 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.