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Using Mass Edit Tables to Ease
User Frustration!
​Ken Noll, Salesforce.com Practice Director, Alternative Solutions
​April 2015
Problem Domain
Typical Use Cases and Possible Solutions
1
2
Alternative Solutions
At a glance 1
1
Implementing TableGrid
Using GitHub, Deployment and Configuration 3
Who Am I?
Salesforce.com Practice Director, Alternative Solutions
​Salesforce.com Program Director at Alternative Solutions
​Business Transformation & Customer Experience Management Solutions thought leader
​Over 20 years of experience managing large projects IT and process improvement projects for General Motors, Humana, Johnson & Johnson,
and Boeing.
​Certified Salesforce.com professional managing full-cycle sales cloud implementations
​System Development Lifecycle (SDLC) experience with responsibilities for large software implementations
​BSIE, North Carolina State University, 1989
​MSIE, University of Dayton, 1999
Some of Our Clients
Manufacturing Services Construction Financial
Problem Domain
Typical Use Cases and Possible Solutions
1
2
Alternative Solutions
At a glance 1
1
Implementing TableGrid
Using GitHub, Deployment and Configuration 3
Why Can’t I Mass Edit My Related Lists?
Approach #1: List View Mass Edit
513.293.0526
Approach #2: Standard List Controller
Easy as 1,2,3
2 - Actions
3 - Fields
1- Object
Approach #2: Standard List Controller
Easy as 1,2,3
Tie VF to a button
Edit selected rows
Approach #3: Open Source Projects
​Code sharing and publishing service
​Crowdsourcing for Programmers
​Easy to Use
• https://developer.salesforce.com/blogs/labs/2011/04/how-to-use-git-github-force-com-ide-open-source-labs-apps.html
Up2Go’s TableGrid Project
​TableGrid is a free, open-source Force.com
library, that provides users and developers a
highly customizable, native-looking, sortable,
filterable, editable Grid Visualforce component
​Can be used as an advanced, highly
configurable replacement of
apex:pageBlockTables and Standard Related
Lists.
https://github.com/Up2Go/visualforce-table-grid
Approach #4: AppExchange Apps
​The Salesforce.com cloud computing marketplace
​Every app goes through a rigorous security review
​Apps built natively on the Salesforce Platform can share common components with other native apps
Cost and Benefit of Each Approach?
​Given these different ways to implement mass edit:
ListViewMassEdit
StandardList
Controller
OpenSource
Projects
AppExchangeApps
Benefi
t
Approach Pros Cons
Cost and Benefit of Each Approach?
Midwest Dreamin’ 2015
​Chicago, Navy Pier – July 9th
& 10th
Join hundreds of fellow Salesforce enthusiasts,
users, admins, developers, and partners in Chicago
this summer for a day and a half of quality content!
Awesome Keynotes - Peter Coffee & Dan Darcy
Registration Opens in May…
Interested in presenting? Call for Speakers is
OPEN – last day for submissions is Friday, May 1st
!
To learn more, go to: MidwestDreamin.com
Follow @Midwest_Dreamin
Thank you
Thank You!
Ken Noll, Alternative Solutions
knoll@alt-solut.com
513.293.0526

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Using Mass Edit Tables to Ease User Frustration

  • 1. Using Mass Edit Tables to Ease User Frustration! ​Ken Noll, Salesforce.com Practice Director, Alternative Solutions ​April 2015
  • 2. Problem Domain Typical Use Cases and Possible Solutions 1 2 Alternative Solutions At a glance 1 1 Implementing TableGrid Using GitHub, Deployment and Configuration 3
  • 3. Who Am I? Salesforce.com Practice Director, Alternative Solutions ​Salesforce.com Program Director at Alternative Solutions ​Business Transformation & Customer Experience Management Solutions thought leader ​Over 20 years of experience managing large projects IT and process improvement projects for General Motors, Humana, Johnson & Johnson, and Boeing. ​Certified Salesforce.com professional managing full-cycle sales cloud implementations ​System Development Lifecycle (SDLC) experience with responsibilities for large software implementations ​BSIE, North Carolina State University, 1989 ​MSIE, University of Dayton, 1999
  • 4. Some of Our Clients Manufacturing Services Construction Financial
  • 5. Problem Domain Typical Use Cases and Possible Solutions 1 2 Alternative Solutions At a glance 1 1 Implementing TableGrid Using GitHub, Deployment and Configuration 3
  • 6. Why Can’t I Mass Edit My Related Lists?
  • 7. Approach #1: List View Mass Edit 513.293.0526
  • 8. Approach #2: Standard List Controller Easy as 1,2,3 2 - Actions 3 - Fields 1- Object
  • 9. Approach #2: Standard List Controller Easy as 1,2,3 Tie VF to a button Edit selected rows
  • 10. Approach #3: Open Source Projects ​Code sharing and publishing service ​Crowdsourcing for Programmers ​Easy to Use • https://developer.salesforce.com/blogs/labs/2011/04/how-to-use-git-github-force-com-ide-open-source-labs-apps.html
  • 11. Up2Go’s TableGrid Project ​TableGrid is a free, open-source Force.com library, that provides users and developers a highly customizable, native-looking, sortable, filterable, editable Grid Visualforce component ​Can be used as an advanced, highly configurable replacement of apex:pageBlockTables and Standard Related Lists. https://github.com/Up2Go/visualforce-table-grid
  • 12. Approach #4: AppExchange Apps ​The Salesforce.com cloud computing marketplace ​Every app goes through a rigorous security review ​Apps built natively on the Salesforce Platform can share common components with other native apps
  • 13. Cost and Benefit of Each Approach? ​Given these different ways to implement mass edit: ListViewMassEdit StandardList Controller OpenSource Projects AppExchangeApps Benefi t
  • 14. Approach Pros Cons Cost and Benefit of Each Approach?
  • 15. Midwest Dreamin’ 2015 ​Chicago, Navy Pier – July 9th & 10th Join hundreds of fellow Salesforce enthusiasts, users, admins, developers, and partners in Chicago this summer for a day and a half of quality content! Awesome Keynotes - Peter Coffee & Dan Darcy Registration Opens in May… Interested in presenting? Call for Speakers is OPEN – last day for submissions is Friday, May 1st ! To learn more, go to: MidwestDreamin.com Follow @Midwest_Dreamin
  • 16. Thank you Thank You! Ken Noll, Alternative Solutions knoll@alt-solut.com 513.293.0526