Create a multi-segment search in salesforce using top

Question

I want to create a multi-page contact search.

What I want:

When a user clicks on a search, he should be able to select several contacts from it.

What I've done:

I created an object and a field inside this object using

" Search " and

" Relationship with the master> " and

" Object of communication "

When I try to use this field for any input text / field, it always provides the ability to select only one value from the search, but I want to be able to select several.

Even in the Junction object, I created 2 relationships between parts and parts that are still looking for, allowing you to select only one value. In addition, this makes the required field that I do not want.

Links I used: http://success.salesforce.com/questionDetail?qId=a1X30000000Hl5dEAC

https://ap1.salesforce.com/help/doc/user_ed.jsp?loc=help§ion=help&hash=topic-title&target=relationships_manytomany.htm

Can anyone suggest me how to do this.

The same thing that we use Email CC / BCC in the Send Email section for any Input .

Answer 1

Even you use the connection object, it’s just a view, it refers (searches) for another record: when you create a record on the connection object, you still have to configure each search individually, and you still only create one record.

Master Detail relationships are essentially a search for steroids, one object becomes a descendant of another and will be deleted, if the parent object is deleted, they will not provide an interface for searching many records at once.

If you're not a developer, then it's best for you to either create a record of the connection object, or look at using dataloader. You can prepare your data in Excel or similar, and then upload all the records to Salesforce in one go.

If you are a developer or have developers at your disposal, then what we have done in the past is to create a Visualforce page to complete this task. For example, if you want to associate a bunch of contacts with an account, we will have one search box for the account on the page, and then several search fields related to the contact fields. Using a SOQL query, you can find all the contacts matching the search parameters and display them in a list where you can provide flags to allow the user to select the contacts they need. Then this is just a case of iterating over selected contacts by setting up their account for them.

There are areas in Salesforce (such as the email sending feature that you mentioned) where you can clearly see that a specific job has been done to complete a specific task - another instance of what you want is in an area where you can manage your members campaign. This is a model that I copied in the past when implementing a Visualforce page, as described.

Good luck

Answer 2

To add multiple connection objects at the same time, the only solution found is the Visualforce custom page, as described by LaceySnr.

For a slightly different problem, when we need to assign many objects B to object A, we trained our users to do this from the point of view of object B. We assign Billing Accounts (B) for payment offices (A). Checkboxes on the left side are visible on the billing account. The user verifies the billing accounts to be assigned, then double-click on the "Billing Office" field in any of the verification lines. A pop-up window asks if you want to update only one row or all marked rows. By selecting "all checked rows", an update is performed for all of them.

A view is created by a user who enters selection criteria (name, address, status, etc.). All user-created views are visible only to them.