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Topics#Data ManagementDomanda di Mark Slavin
Mark Slavin (F-Squared Investments) ha fatto una domanda in #Data Management
25 giu 2014, 15:21

Parent Account - Adding a new section.

Users want to tag some contacts as Home Office people and then display a list of selected Contacts within a dedicated section on a Parent account level. I'll be adding a new custom field (check box) to a Contact, so once a contact has been identified as a Home Office individual, his record should show up on parent level. SInce I'm very new to SF, I'm not sure how to proceed with this task. I don't want to over build, and think the goal could be easily accomplished if I were to use SOQL to select all Contacts for a specific account on a fly. However I'm not sure whether this is possible and how to get this done in a first place.
4 risposte
  1. adam marks (Cloud Think Consulting)
    25 giu 2014, 20:29
    Do you have any developer experience? If not, this may be over your head. If you do have some dev background (bonus if it's java since Apex is structured just like java) then you can check out the Apex and VF dev guides. 

     

    http://www.salesforce.com/us/developer/docs/apexcode/salesforce_apex_language_reference.pdf

     

    http://www.salesforce.com/us/developer/docs/pages/index_Left.htm

     

    You can also try the developer forums which is a great place to go and they can help troubleshoot your code if you get stuck. 

     

    https://developer.salesforce.com/forums/ForumsCategories
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