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Visualforce Development Cookbook

You're reading from  Visualforce Development Cookbook

Product type Book
Published in Sep 2013
Publisher Packt
ISBN-13 9781782170808
Pages 334 pages
Edition 1st Edition
Languages
Author (1):
Keir Bowden Keir Bowden
Profile icon Keir Bowden

Table of Contents (16) Chapters

Visualforce Development Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1. General Utilities 2. Custom Components 3. Capturing Data Using Forms 4. Managing Records 5. Managing Multiple Records 6. Visualforce Charts 7. JavaScript 8. Force.com Sites 9. jQuery Mobile Index

Converting a lead


The standard Salesforce lead conversion page allows a user to create a new account and contact record or merge with existing records, and optionally create a new opportunity record. Information from the lead is copied to the existing or new records based on the lead field mapping configuration. If a user wishes to specify information after clicking on the Convert button, they must exit the conversion and edit the lead record.

In this recipe, we will create a Visualforce page to allow a user to convert a lead and in addition to creating or merging with existing records, populate additional fields on the opportunity that is created as part of the conversion.

Getting ready

This recipe makes use of a controller extension so this must be present before the Visualforce page can be created.

How to do it…

  1. Navigate to the Apex Classes setup page by clicking on Your Name | Setup | Develop | Apex Classes.

  2. Click on the New button.

  3. Paste the contents of the LeadConvertExt.cls Apex class from...

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