Monday 3 September 2012

salesforce lead conversion


This application allows user to search leads based on a keyword and giving fields to search in. User can then go to details page of returned leads, can select multiple leads and then can convert selected leads by providing an account name.  The Outcome will be an account, a contact for each lead and an opportunity for each lead. After successful conversion user will be redirected to newly created account’s detail page.

Video Url:

you can install the unmanaged package from :

App uses one visual force page and one controller :

VisualForce Page :

    
    
     
      
           
         
         
            Enter Keyword
            
            
Search Fields
Lead Displayed as Name(Company) , Follow the link to go to lead's Details page Enter Account Name



Controller :

Salesforce Mashup with google maps

This app helps user to plot  sales on the google map.The sales to be plotted can be filtered based on various criteria like location,size,type,date etc.Clicking on a sale on the map redirects to the corresponding account.
Final application looks like this :
you can install the unmanaged apex package from  here :
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000Pyoa

Use the following doc for deployment instructions :
https://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxteWZpbGVzOTF8Z3g6NTJkN2U5YWU4ZTA3ZDZlMA

Demo video:
https://sites.google.com/site/myfiles91/home/files/salesmap.swf?attredirects=0

The app uses only one visual force page and one controller

Visual Force page :


<apex:page sidebar="false" Controller="salesData" id="page">

    <apex:includeScript value="{!URLFOR($Resource.jquery, 'jquery-1.3.2.min.js')}"/>
    <apex:includeScript value="{!URLFOR($Resource.jquery, 'jquery-ui-1.7.2.custom.min.js')}"/>
    <apex:stylesheet value="{!URLFOR($Resource.jquery,'jquery-ui-1.7.2.custom.css')}"/>
    <script type="text/javascript" src="http://maps.google.com/maps/api/js?sensor=false"></script>
    
    <script type="text/javascript">    
        //This will load as soon as the page is ready and will setup slider
        $(document).ready(function(){
               
                //to setup slider
                $("#slider-range").slider({ //This line creates a slider on the DIV specified, options are passed arguments,comma separated below
                range: true,
                min: 0, //Min value for slider
                max: 400, //Max value for slider
                values: [0,250], //initial values of slider
                slide: function(event, ui){ //function to execute on slide event
                
                  document.getElementById('{!$Component.page.form.block.values.size_low}').value = ui.values[0]; //hidden fields to pass slider values to controller 
                  document.getElementById('{!$Component.page.form.block.values.size_high}').value = ui.values[1];
                  $("#amountValue").html(ui.values[0] + ' - ' + ui.values[1]); //display slider value as text
                  
                }
                });
                
                //to display initial values of slider
                $("#amountValue").html($("#slider-range").slider("values", 0) + ' - ' + $("#slider-range").slider("values", 1));
                
        
        });
        
    </script>
    <style>
        #map_canvas {
        font-family: Arial;
        font-size:12px;
        line-height:normal !important;
        height:500px;
        width:1000px;
        background:transparent;
        }
    </style>
                
                
     <apex:form id="form">
         <apex:pageBlock mode="edit" id="block">
               <apex:pageMessages />
               
               <apex:pageBlockSection columns="7" id="values" >
                
                  <apex:pageBlockSectionItem >
                    <apex:outputlabel value="* Country"/>
                    <apex:selectList value="{!country}" multiselect="false" required="true" size="1">
                       <apex:selectOptions value="{!countries}"/>
                    </apex:selectList>
                 </apex:pageBlockSectionItem>
                  
                 <apex:pageBlockSectionItem >
                   <apex:outputlabel value="State"/>
                   <apex:inputtext value="{!state}"/> 
                 </apex:pageBlockSectionItem>
                  
                 <apex:pageBlockSectionItem >  
                   <apex:outputlabel value="City"/>
                   <apex:inputtext value="{!city}"/> 
                 </apex:pageBlockSectionItem>
                  
                 <apex:commandButton action="{! search}" value="Search" reRender="mymap" />  
                  
                 <!-- pass slider values -->
                 <apex:inputhidden value="{!size_low}" id="size_low" /> 
                 <apex:inputhidden value="{!size_high}" id="size_high" />
                 <!-- pass address of clicked marker -->
                 <apex:inputhidden value="{!addressParameter}" id="addressParameter" /> 
                  
               </apex:pageBlockSection>
               
               <apex:pageBlockSection title="Filter Results" columns="3">
                     
                     <apex:pageBlockSectionItem >
                        <apex:outputLabel value="Size"/>
                        <!-- This is where our slider will be -->
                        <div id="slider-range" style="font-size: 90%; margin-top: 0.5em;"></div>
                        <div id="amountValue" style="text-align: center;"></div>
                     </apex:pageBlockSectionItem>
                     
                     <apex:pageBlockSectionItem >
                        <apex:outputlabel value="Begining Year"/>
                        <apex:selectList value="{!b_year}" multiselect="false" required="true" size="1">
                           <apex:selectOptions value="{!years}"/>
                        </apex:selectList>
                     </apex:pageBlockSectionItem>
                     
                     <apex:pageBlockSectionItem >
                        <apex:outputlabel value="End Year"/>
                        <apex:selectList value="{!e_year}" multiselect="false" required="true" size="1">
                           <apex:selectOptions value="{!years}"/>
                        </apex:selectList>
                     </apex:pageBlockSectionItem>
                     
                     <apex:pageBlockSectionItem >
                        <apex:outputlabel value="Type"/>
                        <apex:selectCheckboxes value="{!type}">
                           <apex:selectOptions value="{!items}"/>
                        </apex:selectCheckboxes>
                     </apex:pageBlockSectionItem>
                     
               </apex:pageBlockSection>
               
          <apex:pageBlockSection columns="2">
                <apex:outputpanel id="mymap">
                  <div id="map_canvas"></div>
 
                  <script type="text/javascript">
                     
                     var myOptions = {
                            zoom:15,
                            mapTypeControl: false,
                            mapTypeId: google.maps.MapTypeId.ROADMAP
                         };
                     var geocoder = new google.maps.Geocoder();
                     
                    //create map
                     var map = new google.maps.Map(document.getElementById("map_canvas"),myOptions);
                 
                    function putmarker(map,address,geocoder){
                       geocoder.geocode( { address: address}, function(results, status) {
                        if (status == google.maps.GeocoderStatus.OK && results.length) {
                          if (status != google.maps.GeocoderStatus.ZERO_RESULTS) {
      
                              //center map
                                map.setCenter(results[0].geometry.location);
        
                             //create marker
                                var marker = new google.maps.Marker({
                                  position: results[0].geometry.location,
                                  map: map,
                                  title:address
                                });
                  
                             //add click listener on marker
                               google.maps.event.addListener(marker, 'click', function() {
                                  //change addressParameter on click
                                    document.getElementById('{!$Component.page.form.block.values.addressParameter}').value=marker.title;
                                    refreshData(); //to rerender rightpane containing sales data of a location(invokes action function)
                         
                               });
                           }
                        }
                       })
                     }
                  </script>
                
                  <apex:repeat value="{! salesAddress}" var="address">
                      <script> putmarker(map,"{!address}",geocoder);</script>
                  </apex:repeat>
               
                </apex:outputpanel>
                
                <apex:dataList value="{! Sales}" var="sale" id="dataView">
                    <!-- extract Record Id(15 character long from begining) to make link and Text to display(from 20th character to end of string) --> 
                    <!-- Instance is auto corrected by force.com if it is not ap1 -->
                        <apex:outputLink value="{!'https://ap1.salesforce.com/'+left(sale,15)}" target="_blank">
                            {!MID(sale,20,len(sale)-19)}
                        </apex:outputLink>
                 </apex:dataList>
                
          </apex:pageBlockSection>
          
         </apex:pageBlock>
               <!-- Rerender Right pane on marker click -->
               <apex:actionFunction name="refreshData" action="{!refreshData}" rerender="dataView"/>
          
     </apex:form>
                 
</apex:page>
Controller :