Slaesforce FAQ

how to build a wizard in salesforce to create account

by Danika Reynolds V Published 2 years ago Updated 2 years ago
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Navigate to the URL for the first page: /apex/Wizard1 Click Create Page Wizard1. Repeat the two steps above for the other pages in the wizard: Wizard2 and Wizard3.

Full Answer

How do I implement a wizard in Salesforce?

To implement this wizard, we must define three pages for each of the three steps in the wizard, plus a single custom controller that sets up navigation between each of the pages and tracks the data that the user enters.

How do I create a creatingwizard controller?

Create the CreatingWizard controller by adding it as an attribute to the tag on one of your pages (for example, <apex:pagecontroller="CreatingWizard">, and clicking Create Apex controller CreatingWizard. Paste in all of the following controller code:

How does the Wizard help me create an app?

We deliberately made this simple, to help you get Laura what she wants fast. Likely, when you use the wizard to create your own app, it will take a little more thought and effort. But you get the idea: the wizard guides you through the process and tries to eliminate as much complexity as possible.

How do I configure Marketing Cloud Connect in Salesforce lightning experience?

To configure Marketing Cloud Connect in Sales or Service Cloud, launch the setup wizard in Salesforce Classic UI. This process launches the setup wizard to automatically add required IP addresses to the allowlist, create required workflows, and set up new permission sets. Important Lightning Experience doesn’t support the setup wizard.

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How do I create a wizard in Salesforce?

Creating A Wizard with Salesforce Lightning Design SystemNavigate to the URL for the first page: /apex/Wizard1.Click Create Page Wizard1.Repeat the two steps above for the other pages in the wizard: Wizard2 and Wizard3.More items...

How do I navigate from one page to another in visualforce?

Hi suraj,Step 1: Create a Visualforce page called SamplePage1....Step2: Create a Visualforce page called SamplePage2.Step 3: On SamplePage1 Click on the " Click Here" link. You will see that when you click on the link you will navigate to the SamplePage2. Check the URL now.. ... public Pagereference gotonewpage() {

Can I pass parameters from VF page to Apex method?

The answer to this question is, yes, we can pass values from VF page to APEX controller.

How do I convert a VF page to lightning?

To style your Visualforce page to match the Lightning Experience UI when viewed in Lightning Experience or the Salesforce app, set lightningStylesheets=“true” in the tag. When the page is viewed in Salesforce Classic, it doesn't get Lightning Experience styling.

How to create a sales analytics app?

In Analytics Studio, follow the steps to create Sales Analytics again, like you did in the last section. That is, click Create, select App. Then select Sales Analytics and click Continue twice. Select Create a brand new app. Click Continue.

How to create an app in Analytics Studio?

In Analytics Studio, click Create in the upper right and select App. Scroll through the templates, find Sales Analytics and select it. Click Continue. Note: Be sure to select Sales Analytics and not another template, otherwise you may not be able to create an app. On the app preview page, click Continue.

Can you run trailhead data manager?

Be sure you can see the dashboards for your app before running the Trailhead Data Manager. Also, you only run the data manager in Trailhead. You don’t use it to set up Sales Analytics in your own org. In Analytics Studio, click the app picker at upper right and select Trailhead Data Manager.

Can you change the top part of a sales analytics dashboard?

The basic elements of the dashboards should be the same even though the data may differ. The wizard doesn’t let you change the top part of this dashboard . In fact, many Sales Analytics elements can’t be changed by the wizard selections.

Work with the Admin to Create Service Analytics

You're sitting with DTC’s admin and you’ve steeled yourself for a tortured experience, full of data analytics tech speak, calculations, reports, queries, and so on. But lo’ and behold—all you need to do is answer some questions about your business through the app’s configuration wizard.

Wizard Stage 2: Get CSAT Data Right

Looking through Page 3, you don’t see any asterisks. What a relief—no more required answers, so maybe you’re done. But not so fast!

Finish Creating Service Analytics

The first thing you notice is that you’re looking at Page 6. “Should this be Page 5—did we make a mistake?”, you ask the admin. He reassures you that everything is OK.

Sync Service Analytics Data with Trailhead Data Manager

We interrupt this unit with a one-time-only set of instructions that you must complete to get the special Developer Edition of your app working correctly.

Check Out Your Brand New App

Coffee break’s over! You’ve created your first Service Analytics app and taken care of the Trailhead-only steps to make it work like a real app. Extra kudos! Now let’s see what you’ve accomplished.

Wrap Up

Remember how you used to do analysis? Dull spreadsheets that were hard to create and harder to work with, with few visuals. But with Service Analytics, you and the team have all your service KPIs in a single place. They display in dashboards that show you what you need to know quickly.

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