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Edit a 3-Object Hierarchy on One Page in Salesforce

Posted by Jack Agosthazi on Apr 21, 2014 11:35:00 AM | Share

GridBuddy includes URL parameters to enable you to filter a grid by any filterable field on the grid parent object or on a parent of the grid parent object. Using this technique, you can set up a Salesforce record detail page so you can edit up to 3 objects on a single page.

For example, you can edit the Opportunities and Opportunity Products related to a single Account all on the Account record detail page. Here is a screenshot showing this in action:

screenshot showing 3 object hierarchy on one page

 

 Here's how to set this up using GridBuddy and a little Visualforce:

Create a Grid Containing the Objects You Want to Show in the Record Detail Page

In our example, we will create a grid of Opportunities with related Opportunity Products. Select Opportunity as the parent object on page 1 of the Grid Wizard, and select the fields you want to display on page 2 of the Grid Wizard.

grid wizard 2 for 3 object grid 
Create a Visualforce Page That References the Grid
1. Go to your Grid, click configure

Opportunities with Oppty Products   GridBuddy   salesforce com   Developer Edition resized 600

2. Open the Embed grid widget

GridBuddy Grid Wizard   Create Grid Configuration   salesforce com   Developer Edition resized 600 

3. Set the filters
   1. Select the Filter by Opportunity Field
   2. Enter AccountId
   3. Enter {!Account.Id}
   4. Select Account from dropdown

 

Account Embed   set filters resized 600

 

4. Click Create Page. Please note that it might take up to a few minutes to create a page.

Account Embed   create page resized 600

4. Copy the page name once it's created. We'll need it later. After that, you can close the widget.

Account Embed   page name resized 600

Incorporate the Page into the Detail View

Edit the page layout that you would like to incorporate this grid into. Drag a new section onto the page layout. Then, click on the Visualforce Pages left nav item in the top area, and drag the Visualforce page you created in Step 2 into the new section. Click on the properties wrench, set the width to 100% and the height to 525. Click OK, then save the page layout.

The next time you load a record detail page for this object, you will see the multi-object grid appear where you placed them on the page layout.

Next Up: Learn how to create tabbed related lists on a record detail page

Want to give GridBuddy a try for yourself and don’t have it installed yet? Install 14-day cost-free/risk-free trial of GridBuddy Unlimited from the AppExchange now!

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