using mass edit tables to ease user frustration

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Using Mass Edit Tables to Ease User Frustration! Ken Noll, Salesforce.com Practice Director, Alternative Solutions April 2015

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Using Mass Edit Tables to Ease User Frustration!

Ken Noll, Salesforce.com Practice Director, Alternative Solutions April 2015

Problem DomainTypical Use Cases and Possible Solutions

1

2

Alternative SolutionsAt a glance 1

1Implementing TableGridUsing 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 DomainTypical Use Cases and Possible Solutions

1

2

Alternative SolutionsAt a glance 1

1Implementing TableGridUsing 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:

List View

Mass E

dit

Standard List

Controller

Open S

ource

Projects

AppE

xchange Apps

BenefitCost

Approach Pros Cons

Cost and Benefit of Each Approach?

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Thank you

Thank You!

Ken Noll, Alternative [email protected]

513.293.0526