how to create a wizard in salesforce

To create the wizard pages and controller:

• 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.
• Create the CreatingWizard controller by adding it as an attribute to the tag on one of your pages (for example, ...

Full Answer

How to create wizard pages and controller in Salesforce?

Consequently, the best procedure for creating the wizard pages and controller is as follows: Navigate to the URL for the first page, https:// Salesforce_instance /apex/opptyStep1, and click Create Page opptyStep1. Repeat the step above for the other pages in the wizard, opptyStep2 and opptyStep3.

How to use data import wizard in Salesforce?

To navigate data import wizard go to Setup -> Administer -> Data Management -> Data import Wizard and click onLaunch Wizard. See the below screen for reference. After clicking on Launch Wizardyou will navigate to Below Screen Observe above screen here we have to do 3 steps to perform import operation. 1.

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.

What is a wizard in Salesforce?

Wizard is a boolean value(True/False) that specifies whether the page should use the style Boolean of a standard Salesforce wizard page. If true, wizard styling is used. If not specified, this value defaults to false. Clearly it changes the style of the page.

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 call a VF page from a trigger?

There is no way to call visualforce page in a trigger. If you try to insert a record on one VF page and after hitting Save you want to be redirected to a specific page, I suggest you to check PageReference Class.

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.

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.

How to find trailhead data manager?

In Analytics Studio, click the app picker at upper right and select Trailhead Data Manager. You may have to scroll down to find it.

What is Click Analytics for Sales Managers?

Click Analytics for Sales Managers to see all the app’s assets, including dashboard, lenses, and datasets.

What is the sales performance dashboard?

Have a look the Sales Performance dashboard, one of the dashboards for the sales ops team. Laura can use it to help her and the team understand which customers might be good candidates for upsell or cross-sell to help make quota. Here’s what the top of it looks like:

Can you see forecasts in Salesforce?

You can see the forecast, but you can’t see how your team’s doing against its quota! Oh no! You forgot that you store and track data about the sales team’s quotas in a tool outside Salesforce. For the moment, your bubble bursts, but never fear: You’ll learn how to import the data into Sales Analytics in the next unit.

Can you see how fast and how intuitive a configuration wizard is?

But you can see just how fast and how intuitive the process can be, as long as you take a step-by-step approach and remember a few key rules when using the configuration wizard.