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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

Preventing duplicates by searching before creating


A very common problem in Salesforce implementations is duplicate data. While training users to search for existing records before creating can help, this relies on users remembering to follow the process, which can be especially problematic if some users create records on an infrequent basis.

In this recipe, we will create a Visualforce page that overrides the lead sObject create button and requires a user to search for existing matching records before they are allowed to create a new record. In order to avoid the user having to rekey data in the event that no matches are found, the search criteria is carried through to the create page.

Getting ready

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

Note

This page does not make use of the standard controller, but the page is required to use the lead standard controller in order to be able to override a standard button.

How to do it…

  1. Navigate to...

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