He wants to be able to choose a customer in the Account tab, and then be able to see the Contacts for that customer in the Contacts tab if he clicks there from the Account tab, and the same for all the other tabs he wants. The information is all available in Salesforce, and the different tabs can easily be set up but I'm having trouble working out how to make the Contact tab default to 'all contacts linked to Jane Doe Inc' if he clicks that tab from within the Jane Doe Inc Account tab.
Yes, he should just scroll a little way down the Account tab and click on the Contacts already linked to the Account, but he has specifically asked that the tabs be displayed thus. Can someone please help me, presumably with code that will trigger the appearance of tab contents depending upon what has been selected in the first? I'd rather not go back and tell him that he should accept Salesforce for what it is and use it properly without at least doing all I can to find out if I can get him what he wants.
Thanks all.
2 réponses
Hi,
You can customize easily using visualforce page and apex as your client wants. I would suggest you to display Account List as link and on click display all associated contacts in grid format.
For better help on coding realted issue post this question on developer.salesforce.com or salesforce.stackexchange.com
Thanks,
Amit Trivedi
