Free JQuery Mobile Adoption Manager JavaScript Code

Written by ShamrockCRM on August 26, 2012 – 9:03 pm

This is Part 3 in the series of Salesforce.com HTML5 Mobile Development using VisualForce, APEX, JavaScript (JQuery Mobile) and HTML5.  I have already posted the code for the Visualforce as well as the APEX Controller.  This part in the series provides you with the JavaScript code to finalize everything.  The combination of all of this will show you how to implement this Adoption Manager AppExchange app for managing the adoption of your users.

A couple of notes here.  This code is certainly not optimized and certainly not prettied up.  A lot of the functions need to be merged into cleaner functions.  The memory usage could probably optimized a little better.  There are a couple of other things to play with as well.  This is basically a way to help you learn how to implement different features using Salesforce.com in HTML5 with JQuery mobile, such as querying profiles and dynamically populating a form picklist and displaying lists of users on the screen and activating/deactivating users, etc.  Take what you will from this, but it is a fully functional mobile app for you to hack and place into PhoneGap if you would like.

Salesforce JQuery Mobile

This code goes into the usermanager.resource static resource (after the break).
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Salesforce.com JavaScript to Override Buttons

Written by ShamrockCRM on July 23, 2009 – 7:20 pm

This little snippet of code is written in JavaScript.  This piece of code is simply an example of what you can do by embedding JavaScript into a custom Salesforce.com button.

In this example, we have Opportunities and a related custom object called Shipments.  You sell a Product and you ship it, get it?

This button would be displayed on the “Shipments” related list on an Opportunity.  The button would be titled “New Shipment” and would replace the default button.

This button would check if a shipment for this Opportunity is currently “In Progress” and not “Shipped”.  If so, it will not allow the user to create a new shipment.  They should combine this new shipment into the existing one to save on transportation costs.

{!REQUIRESCRIPT("/soap/ajax/15.0/connection.js")} 

var result = sforce.connection.query("Select Id From Shipment__c where Status__c = 'In Progress' and Opportunity__c = '{!Opportunity.Id}' ");
var records = result.getArray("records"); 

//If there are no Shipments In Progress, redirect the User to the New Shipment page
if (records.length == 0){
window.parent.location.href="{! urlFor( $Action.Shipment__c.New, $ObjectType.Job__c,null,true)}&CF00N20000001B5jC_lkid={!Opportunity.Id}&CF00N20000001B5jC={!Opportunity.Name}";
}
//If there are Shipments In Progress for this Opportunity
else{
alert("There is a current job on the system - please complete this job prior to creating a new job");
}

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Default values and tracking on Web to Lead forms

Written by ShamrockCRM on July 18, 2009 – 8:36 pm

If you have ever wanted to set default values for certain fields when someone is filling out a Salesforce.com Web2Lead form on your website, you absolutely can.  For example, let’s imagine that you have 5 product pages on your website and you have a contact form on each page.  You could set a field called “Originating Web Form” to the value Product 1 or Product XYZ as seen below.  The user filling out this form would never see this field that is filled out behind the scenes, because it is a hidden field.

This allows you to set fields in Salesforce that might trigger different types of workflow rules or could be used for specific marketing tracking.  This is a great, easy way to prefill in data or track certain behavior.

The line below allows you to specify a hidden value that the user does not see.  This will default a field in Salesforce.com called “Originating Web Form” with the value “Product XYZ Page.”  This will let you know that the user filled in the form on this specific product page.

salesforce.com development web 2 lead


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Modifying Salesforce.com Dates Using Javascript

Written by ShamrockCRM on January 27, 2009 – 9:57 pm

CAUTION:  Technical jargon!!! Non-Business Related!!! Only interesting for Salesforce Developers.  :)

I ran across this interesting little problem while creating an orchestration in Cast Iron. I was creating a custom function that would adjust dates forward and back by weeks at a time.

What I found was, my small piece of code worked flawlessly 75% of the time. The 25% of the time would return a calculated date, or error, of “NaN-NaN-NaN.” I could not figure out what was wrong. I tested the code in the browser and everything worked properly.

From further testing and analysis, I determined that the code only broke when the month was July, August, and September or the day was the 7th, 8th, or 9th. I thought that this was very odd.

The code was taking a standard Salesforce date string formatted like “YYYY-MM-DD”, parsing out the text for the year/month/day, and using the parseInt Javascript function to convert the year/month/day into numeric values. I then created a Date object in Javascript and then made the date modifications.

Well, it turns out that parseInt is a bit quirky. If you do parseInt(“06”), this will return the number 6. If you do parseInt(“09”), this will return 0. ZERO?!?! Yes, 0. This is because parseInt will expect the number to be in Octal format if there is a 0 in front. There is no 09 in Octal. This causes the code to return 0, instead of the expected 9. So, when I subtracted 1 from the month to put the month in proper Javascript Date format, my code was inserting -1 as the month, therefore creating an invalid date. This only happened for the 7th, 8th and 9th months.

To resolve this, it was very simple. All you need to do is add “, 10” after the number to parse into an Integer (declaring a Radix) and it will consider this number to be of Base 10, solving your issue.  So, the correct code would be parseInt(“09”, 10).

To learn more about Javascript date modification for Salesforce.com S-Controls, take a look at this W3 Schools link.


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Sidebar Javascript Manipulation of Edit Pages

Written by ShamrockCRM on December 20, 2008 – 9:18 pm

Every once and a while, I just come up with some new, fun way to manipulate Salesforce.com that I have never known was possible.

Previously, you could never put any code on the Edit page of a record for Salesforce.com.  Because of this, you could not tie events to certain actions on the edit page, you could not override fields or override lookup windows.  You were pretty much limited to editing only the Read page.  VisualForce will allow you to work with the Edit page, but it is very limiting once you implement it for the first time.

With this little project, I placed a Sidebar Component on the Home Page Component.  This uses an IFrame to link to an S-Control.  With this, I constantly detect what page the User is currently on.  If they are visiting an Opportunity page, I know this.  If they are editing an Account, the code know.  With this ability, I can use the code to play with the edit pages.

In this example, I wanted to override the lookup field to take me to another page when the lookup icon is clicked.  For my example, I just used Google, but you could use this to take you to a filtered lookup field, which Salesforce does not currently offer.  If you want to only show Contacts for a certain Account or something like that, this could do it.  It would look just the same as normal.  AMAZING!

Also in this example, I implanted a training note onto the page to give the User instructional advice about a certain field.  Also useful!

One more thing, I defaulted the lookup field with a certain value.  Can you default a lookup field in Salesforce normally?  Nope.  Possibly useful for aiding in searching.

Exciting and interesting ideas, right?

salesforce.com development

force.com developers

salesforce.com developers


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Automatically Refreshing Dashboards

Written by ShamrockCRM on December 19, 2008 – 9:18 pm

If your Salesforce.com Users are like most Users, they are always calling you asking why their Dashboards are incorrect.  Well, it’s because they forgot to refresh the Dashboard or they do not even know how to refresh the Dashboard.

Well, I found a unique little way around this.  I created a small piece of Javascript that can either be placed on everyone’s home page OR on the individual dashboards themselves.  Every time the User visits the page, the code will basically CLICK THE REFRESH BUTTON FOR THEM!  Great, right?

It is the simple things that make me the most happy.  This little script keeps all visited Dashboards up to date all the time automatically.  Let me know if you are interested in this script at all.

salesforce.com dashboards

salesforce.com reports

UPDATE: 8/15/2011 – Tons of requests for this script.  http://www.shamrockcrm.com/salesforce/free-salesforcecom-s-control-to-dynamically-auto-refresh-dashboards/

 


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New Salesforce.com Advanced Search Tool

Written by ShamrockCRM on October 16, 2008 – 7:45 pm

I have created a great new tool for Salesforce.com that makes searching a heck of a lot easier for the average User of Salesforce.

Typically, with the normal Salesforce.com search box, it will ONLY search through Standard fields.  It will NOT search through any of the custom fields that you have created in the system.  This is very frustrating for the User.

Let’s say a User wanted to search for records that contain an external ID to another system in a custom field OR for some characteristic of a record.  ex.  Say you sell Pizza.  You have a field on the Contact record called “Favorite Topping”, with the value of “Pepperoni”.  With the normal Salesforce.com search, if you searched for “Pepperoni”, you would find ZERO results.  See the below screenshot.

salesforce.com advanced search

As you can see, no results showed up for the User.

If you use my new Advanced Search box that I used to replace the old Search box, you can see that Pepperoni immediately returned a result for the User.

salesforce.com search customization

This saves many clicks and TONS of confusion for the average Salesforce user.

Simple, but wonderful!

Click HERE for the Free Salesforce.com Code for this Functionality


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