Salesforce Pages Developers Guide
Salesforce Pages Developers Guide
@salesforcedocs
Last updated: May 18, 2017
Copyright 20002017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc.,
as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS
apex:column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
apex:commandButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
apex:commandLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
apex:component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
apex:componentBody . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
apex:composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
apex:dataList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
apex:dataTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
apex:define . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
apex:detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
apex:dynamicComponent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
apex:emailPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
apex:enhancedList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
apex:facet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
apex:flash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
apex:form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
apex:gaugeSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
apex:iframe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
apex:image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422
apex:include . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
apex:includeLightning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
apex:includeScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
apex:inlineEditSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
apex:input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
apex:inputCheckbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432
apex:inputField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
apex:inputFile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
apex:inputHidden . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
apex:inputSecret . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
apex:inputText . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
apex:inputTextarea . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
apex:insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
apex:legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
apex:lineSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
apex:listViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
apex:logCallPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
apex:map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
apex:mapInfoWindow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
apex:mapMarker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
apex:message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
apex:messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
apex:milestoneTracker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
apex:outputField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468
apex:outputLabel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470
Contents
apex:outputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472
apex:outputPanel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
apex:outputText . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
apex:page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
apex:pageBlock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
apex:pageBlockButtons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
apex:pageBlockSection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
apex:pageBlockSectionItem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
apex:pageBlockTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
apex:pageMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
apex:pageMessages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
apex:panelBar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
apex:panelBarItem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
apex:panelGrid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507
apex:panelGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
apex:param . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512
apex:pieSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513
apex:radarSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
apex:relatedList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517
apex:remoteObjectField . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 518
apex:remoteObjectModel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
apex:remoteObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520
apex:repeat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520
apex:scatterSeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
apex:scontrol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
apex:sectionHeader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
apex:selectCheckboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
apex:selectList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
apex:selectOption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 534
apex:selectOptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 537
apex:selectRadio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
apex:slds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543
apex:stylesheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
apex:tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
apex:tabPanel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
apex:toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
apex:toolbarGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
apex:variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 556
apex:vote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 557
chatter:feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558
chatter:feedWithFollowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 559
chatter:follow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 559
chatter:followers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560
chatter:newsfeed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560
Contents
chatter:userPhotoUpload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 561
chatteranswers:aboutme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 561
chatteranswers:allfeeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
chatteranswers:changepassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
chatteranswers:datacategoryfilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
chatteranswers:feedfilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
chatteranswers:feeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
chatteranswers:forgotpassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
chatteranswers:forgotpasswordconfirm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
chatteranswers:guestsignin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
chatteranswers:help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
chatteranswers:login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
chatteranswers:registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
chatteranswers:searchask . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568
chatteranswers:singleitemfeed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
flow:interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
ideas:detailOutputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571
ideas:listOutputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
ideas:profileListOutputLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
knowledge:articleCaseToolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
knowledge:articleList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 576
knowledge:articleRendererToolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 577
knowledge:articleTypeList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
knowledge:categoryList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579
liveAgent:clientChat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579
liveAgent:clientChatAlertMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 580
liveAgent:clientChatCancelButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
liveAgent:clientChatEndButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
liveAgent:clientChatFileTransfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582
liveAgent:clientChatInput . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583
liveAgent:clientChatLog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583
liveAgent:clientChatLogAlertMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 584
liveAgent:clientChatMessages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 585
liveAgent:clientChatQueuePosition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
liveAgent:clientChatSaveButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
liveAgent:clientChatSendButton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
liveAgent:clientChatStatusMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
messaging:attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
messaging:emailHeader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 589
messaging:emailTemplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590
messaging:htmlEmailBody . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592
messaging:plainTextEmailBody . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
site:googleAnalyticsTracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595
site:previewAsAdmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596
Contents
social:profileViewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
support:caseArticles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
support:caseFeed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
support:caseUnifiedFiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
support:clickToDial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
support:portalPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602
topics:widget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603
wave:dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
APPENDICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 731
CHAPTER 1 Introducing Visualforce
Over the past several years, Salesforce has created a comprehensive platform for building on-demand applications. Like other sophisticated
application development platforms, the Force.com platform offers separate tools for defining:
The structure of the datathat is, the data model
The rules that detail how that data can be manipulatedthat is, the business logic
The layouts that specify how that data should be displayedthat is, the user interface
Note: Splitting up application development tools based on whether they affect the data model, business logic, or user interface
is also known as the Model-View-Controller (MVC) application development patternthe Model is the data model, the View is
the user interface, and the Controller is the business logic.
While the tools for building the data model and business logic for applications are powerful solutions that run natively on Force.com
platform servers, the existing tools for defining user interfaces have had certain limitations:
Page layouts, the point-and-click tool that allows application developers to organize fields, buttons, and related lists on record
detail pages, do not provide much flexibility in how sets of information are displayed. Fields must always appear above related lists,
buttons must always appear above fields, and s-controls and custom links can only be placed in particular areas.
S-controls, the tool that allows application developers to display custom HTML in a detail page or custom tab, provide more flexibility
than page layouts, but:
Execute from within a browser, causing poor performance if displaying or updating values from more than a few records at a
time
Do not provide an easy way to give custom user interface elements the same look-and-feel as standard Salesforce pages
Require developers to enforce field uniqueness and other metadata dependencies on their own
Important: Visualforce pages supersede s-controls. Organizations that havent previously used s-controls cant create them.
Existing s-controls are unaffected, and can still be edited.
For these reasons, Salesforce has introduced Visualforce, the next-generation solution for building sophisticated custom user interfaces
on the Force.com platform.
SEE ALSO:
How is Visualforce Architected?
What are the Benefits of Visualforce?
Which Editions Support Visualforce?
How Do Visualforce Pages Compare to S-Controls?
What is Visualforce?
Whats New in Visualforce Version 40.0
1
Introducing Visualforce What is Visualforce?
What is Visualforce?
Visualforce is a framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the
Force.com platform. The Visualforce framework includes a tag-based markup language, similar to HTML, and a set of server-side standard
controllers that make basic database operations, such as queries and saves, very simple to perform.
In the Visualforce markup language, each Visualforce tag corresponds to a coarse or fine-grained user interface component, such as a
section of a page, a related list, or a field. The behavior of Visualforce components can either be controlled by the same logic that is used
in standard Salesforce pages, or developers can associate their own logic with a controller class written in Apex.
Visualforce Markup
Visualforce markup consists of Visualforce tags, HTML, JavaScript, or any other Web-enabled code embedded within a single
<apex:page> tag. The markup defines the user interface components that should be included on the page, and the way they should
appear.
Visualforce Controllers
A Visualforce controller is a set of instructions that specify what happens when a user interacts with the components specified in associated
Visualforce markup, such as when a user clicks a button or link. Controllers also provide access to the data that should be displayed in a
page, and can modify component behavior.
A developer can either use a standard controller provided by the Force.com platform, or add custom controller logic with a class written
in Apex:
A standard controller consists of the same functionality and logic that is used for a standard Salesforce page. For example, if you use
the standard Accounts controller, clicking a Save button in a Visualforce page results in the same behavior as clicking Save on a
standard Account edit page.
2
Introducing Visualforce Which Editions Support Visualforce?
If you use a standard controller on a page and the user doesn't have access to the object, the page will display an insufficient privileges
error message. You can avoid this by checking the user's accessibility for an object and displaying components appropriately.
A standard list controller enables you to create Visualforce pages that can display or act on a set of records. Examples of existing
Salesforce pages that work with a set of records include list pages, related lists, and mass action pages.
A custom controller is a class written in Apex that implements all of a page's logic, without leveraging a standard controller. If you
use a custom controller, you can define new navigation elements or behaviors, but you must also reimplement any functionality
that was already provided in a standard controller.
Like other Apex classes, custom controllers execute entirely in system mode, in which the object and field-level permissions of the
current user are ignored. You can specify whether a user can execute methods in a custom controller based on the user's profile.
A controller extension is a class written in Apex that adds to or overrides behavior in a standard or custom controller. Extensions
allow you to leverage the functionality of another controller while adding your own custom logic.
Because standard controllers execute in user mode, in which the permissions, field-level security, and sharing rules of the current
user are enforced, extending a standard controller allows you to build a Visualforce page that respects user permissions. Although
the extension class executes in system mode, the standard controller executes in user mode. As with custom controllers, you can
specify whether a user can execute methods in a controller extension based on the user's profile.
Note: Although custom controllers and controller extension classes execute in system mode and thereby ignore user permissions
and field-level security, you can choose whether they respect a user's organization-wide defaults, role hierarchy, and sharing rules
by using the with sharing keywords in the class definition. For information, see Using the with sharing or without
sharing Keywords in the Apex Developer Guide.
SEE ALSO:
Building a Custom Controller
Building a Controller Extension
3
Introducing Visualforce Which Permissions are Required for Visualforce Development?
4
Introducing Visualforce What are the Benefits of Visualforce?
When a developer finishes writing a Visualforce page and saves it to the platform, the platform application server attempts to compile
the markup into an abstract set of instructions that can be understood by the Visualforce renderer. If compilation generates errors, the
save is aborted and the errors are returned to the developer. Otherwise, the instructions are saved to the metadata repository and sent
to the Visualforce renderer. The renderer turns the instructions into HTML and then refreshes the developer's view, thereby providing
instantaneous feedback to the developer for whatever changes were made in the markup.
The architecture diagram below shows the process flow when a non-developer user requests a Visualforce page. Because the page is
already compiled into instructions, the application server simply retrieves the page from the metadata repository and sends it to the
Visualforce renderer for conversion into HTML.
Note: Your Visualforce pages may be run on one of the force.com servers instead of a salesforce.com server.
SEE ALSO:
What is Visualforce?
What are the Benefits of Visualforce?
How Do Visualforce Pages Compare to S-Controls?
5
Introducing Visualforce When Should I Use Visualforce?
Visualforce also supports quick fixes that allow developers to create supporting components on the fly. For example, a developer
can define a new Visualforce page simply by logging in to Salesforce and then entering the name of the new page in a URL. Much
like a wiki, if the page does not yet exist, the platform creates it for you.
Integration with other Web-based user interface technologies
Because Visualforce markup is ultimately rendered into HTML, designers can use Visualforce tags alongside standard HTML, JavaScript,
Flash, or any other code that can execute within an HTML page on the platform, including Force.com platform merge fields and
expressions.
Model-View-Controller (MVC) style development
Visualforce conforms to the Model-View-Controller (MVC) development pattern by providing a clear division between the view of
an application (the user interface, defined by Visualforce markup), and the controller that determines how the application works (the
business logic, defined by a Visualforce controller written in Apex). With this architecture, designers and developers can easily split
up the work that goes with building a new applicationdesigners can focus on the look and feel of the user interface, while
developers can work on the business logic that drives the app.
Concise syntax
Visualforce pages can implement the same functionality as s-controls but with approximately 90% fewer lines of code.
Data-driven defaults
Visualforce components are rendered intelligently by the platform. For example, rather than forcing page designers to use different
component tags for different types of editable fields (such as email addresses or calendar dates), designers can simply use a generic
<apex:inputField> tag for all fields. The Visualforce renderer displays the appropriate edit interface for each field.
Hosted platform
Visualforce pages are compiled and rendered entirely by the Force.com platform. Because they are so tightly integrated, they display
the same performance as standard Salesforce pages, regardless of the amount of data being displayed or edited.
Automatically upgradeable
Visualforce pages do not need to be rewritten when other parts of the Force.com platform are upgraded. Because the pages are
stored as metadata, they are automatically upgraded with the rest of the system.
Visualforce
Visualforce consists of a tag-based markup language that gives developers a more powerful way of building applications and customizing
the Salesforce user interface. With Visualforce you can:
Build wizards and other multistep processes.
Create your own custom flow control through an application.
Define navigation patterns and data-specific rules for optimal, efficient application interaction.
Apex
Use Apex if you want to:
6
Introducing Visualforce How Do Visualforce Pages Compare to S-Controls?
SOAP API
Use standard SOAP API calls if you want to add functionality to a composite application that processes only one type of record at a time
and does not require any transactional control (such as setting a Savepoint or rolling back changes).
For more information, see the SOAP API Developer's Guide.
Page override model Assemble standard and custom Write HTML and JavaScript for entire page
components using tags
7
Introducing Visualforce How is Visualforce Versioned?
Interaction with Apex Direct, by binding to a custom controller Indirect, by using Apex webService
methods through the API
Performance More responsive because markup is Less responsive because every call to the
generated on the Force.com platform API requires a round trip to the serverthe
burden rests with the developer to tune
performance
SEE ALSO:
What is Visualforce?
What are the Benefits of Visualforce?
How is Visualforce Architected?
Note: You can only modify the version settings for a page or custom component on the Version Settings tab when editing
the page or component in Setup.
8
Introducing Visualforce Whats New in Visualforce Version 40.0
2. Select the Version of the Salesforce API. This is also the version of Visualforce used with the page or component.
3. Click Save.
SEE ALSO:
Managing Version Settings for Custom Components
Managing Package Version Settings for Visualforce Pages and Components
Past Releases
Our archive of release notes includes details about features we introduced in previous releases.
Winter 17 Release Notes
Summer 16 Release Notes
Spring 16 Release Notes
Winter 16 Release Notes
Summer 15 Release Notes
Spring 15 Release Notes
Winter 15 Release Notes
Summer 14 Release Notes
Spring 14 Release Notes
Winter 14 Release Notes
Summer 13 Release Notes
Spring 13 Release Notes
Winter 13 Release Notes
Summer 12 Release Notes
Spring 12 Release Notes
Winter 12 Release Notes
Summer 11 Release Notes
Spring 11 Release Notes
Winter 11 Release Notes
Summer 10 Release Notes
Spring 10 Release Notes
Winter 10 Release Notes
Summer 09 Release Notes
Spring 09 Release Notes
Winter 09 Release Notes
Summer 08 Release Notes
9
Introducing Visualforce Documentation Typographical Conventions
Convention Description
Courier font In descriptions of syntax, monospace font indicates items that you should type as shown,
except for brackets. For example:
Public class HelloWorld
Italics In descriptions of syntax, italics represent variables. You supply the actual value. In the following
example, three values need to be supplied: datatype variable_name [ = value];
If the syntax is bold and italic, the text represents a code element that needs a value supplied
by you, such as a class name or variable value:
Bold Courier font In code samples and syntax descriptions, bold courier font emphasizes a portion of the code
or syntax.
<> In descriptions of syntax, less-than and greater-than symbols (< >) are typed exactly as shown.
<apex:pageBlockTable value="{!account.Contacts}" var="contact">
<apex:column value="{!contact.Name}"/>
<apex:column value="{!contact.MailingCity}"/>
<apex:column value="{!contact.Phone}"/>
</apex:pageBlockTable>
10
Introducing Visualforce Documentation Typographical Conventions
Convention Description
{} In descriptions of syntax, braces ({ }) are typed exactly as shown.
<apex:page>
Hello {!$User.FirstName}!
</apex:page>
| In descriptions of syntax, the pipe sign means or. You can do one of the following (not all).
In the following example, you can create a new unpopulated set in one of two ways, or you
can populate the set:
Set<data_type> set_name
[= new Set<data_type>();] |
[= new Set<data_type{value [, value2. . .] };] |
;
11
CHAPTER 2 Tools for Visualforce Development
Before you begin developing Visualforce pages and components, familiarize yourself with the different places to create them:
The best way to build Visualforce is by enabling Visualforce development mode. Visualforce development mode is only available for
users with the Customize Application permission. Development mode provides you with:
A special development footer on every Visualforce page that includes the pages view state, any associated controller, a link to
the component reference documentation, and a page markup editor that offers highlighting, find-replace functionality, and
auto-suggest for component tag and attribute names.
The ability to define new Visualforce pages just by entering a unique URL.
Error messages that include more detailed stack traces than what standard users receive.
To enable Visualforce development mode:
1. From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User
Details. No results? Enter Personal Information in the Quick Find box, then select Personal Information.
2. Click Edit.
3. Select the Development Mode checkbox.
4. Optionally, select the Show View State in Development Mode checkbox to enable the View State tab on the
development footer. This tab is useful for monitoring the performance of your Visualforce pages.
5. Click Save.
You can also develop Visualforce pages through the Salesforce user interface from Setup by entering Visualforce Pages in
the Quick Find box, then selecting Visualforce Pages. For Visualforce components, from Setup, enter Components in the
Quick Find box, then select Visualforce Components.
The Force.com IDE, a plug-in for the Eclipse IDE, offers capabilities not found elsewhere. The Force.com IDE provides a unified interface
for building and deploying Force.com applications, and includes tools such as source code editors, project wizards, and integrated
help. The IDE is designed for advanced developers and development teams.
12
Tools for Visualforce Development Using the Development Mode Footer
If the page uses any controller extensions, the names of each extension are available as tabs. Clicking on the tab lets you edit the
associated Apex class.
If enabled in Setup, the View State tab displays information about the items contributing to the view state of the Visualforce page.
Click Save (just above the edit pane) to save your changes and refresh the content of the page.
Click Component Reference to view the documentation for all supported Visualforce components.
Click Where is this used? to view a list of all items in Salesforce that reference the page, such as custom tabs, controllers, or other
pages.
Click the Collapse button ( ) to collapse the development mode footer panel. Click the Expand button ( ) to toggle it back open.
Click the Disable Development Mode button ( ) to turn off development mode entirely. Development mode remains off until
you enable it again from your personal information page in your personal settings.
Note: The View State tab should be used by developers that understand the page request process. Familiarize yourself with the
order of execution in a Visualforce page before using the tab.
To enable the View State tab:
1. From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details.
No results? Enter Personal Information in the Quick Find box, then select Personal Information.
2. Click Edit.
3. Select the Development Mode checkbox if it isn't selected.
4. Select the Show View State in Development Mode checkbox.
5. Click Save.
Note: Since the view state is linked to form data, the View State tab only appears if your page contains an <apex:form> tag.
In addition, the View State tab displays only on pages using custom controllers or controller extensions.
The View State tab is composed of folder nodes. If you click any folder, a pie chart with a Content tab appears. This chart displays the
folder's child Visualforce custom controllers, Apex objects, or fields. You can see which elements contribute to the parent's overall size
by hovering over pieces of the graph. This is the same information as the individual text nodes. The chart requires Flash version 6 or
greater enabled on your browser.
Salesforce allows Visualforce pages to have a maximum view state size of 135 KB. The View State tab shows you which elements on your
page are taking up that space. A smaller view state size generally means quicker load times. To minimize your pages' view state, you
can optimize your Apex controller code and remove any superfluous Visualforce components used. For example:
If you notice that a large percentage of your view state comes from objects used in controllers or controller extensions, consider
refining your SOQL calls to return only data that's relevant to the Visualforce page.
If your view state is affected by a large component tree, try reducing the number of components your page depends on.
For more information on how to improve Visualforce using the View State tab, see Best Practices for Improving Visualforce Performance
on page 341.
The View State tab contains the following columns (in alphabetical order):
13
Tools for Visualforce Development About the Visualforce Editor
Column Description
% of Parent The percent of the overall size that the custom controller, Apex
object, or field contributes to the parent.
Size The view state size of the custom controller, Apex object, or field.
The Name column contains nodes defining the various parts of your Visualforce page. They are (in alphabetical order):
Node Description
Component Tree This represents the overall structure of your page. Its size is affected
by the number of components you have on the page. Generally,
fewer components means a smaller component tree, which could
result in faster load times. You can see how much of your view
state size is made up from the component tree by clicking the
View State folder.
Internal This represents the internal Salesforce data used by your Visualforce
page. This can't be controlled by developers. You can see how
much of your view state size is made up from internal elements
by clicking the State folder.
State This folder contains all the Visualforce custom controllers, Apex
objects, or fields. By expanding the child Controller and Controller
Extension folders, you can see each object that's on the page, its
fields, and the value of those fields. Generally, these are dependent
on your Apex controller logic.
View State This folder contains all the nodes. By clicking on it, you can find
overall information about your Visualforce page's view state. The
Capacity tab tells you how much of your allotted view state size is
being used. If you exceed that amount, the graph will also tell you
how many kilobytes you've gone over.
14
Tools for Visualforce Development About the Visualforce Editor
Search ( )
Search enables you to search for text within the current page, class, or trigger. To use search, enter a string in the Search textbox
and click Find Next.
To replace a found search string with another string, enter the new string in the Replace textbox and click replace to replace
just that instance, or Replace All to replace that instance and all other instances of the search string that occur in the page, class,
or trigger.
To make the search operation case sensitive, select the Match Case option.
To use a regular expression as your search string, select the Regular Expressions option. The regular expressions follow
JavaScript's regular expression rules. A search using regular expressions can find strings that wrap over more than one line.
If you use the replace operation with a string found by a regular expression, the replace operation can also bind regular expression
group variables ($1, $2, and so on) from the found search string. For example, to replace an <h1> tag with an <h2> tag and
keep all the attributes on the original <h1> intact, search for <h1(\s+)(.*)> and replace it with <h2$1$2>.
Go to line ( )
This button allows you to highlight a specified line number. If the line is not currently visible, the editor scrolls to that line.
15
Tools for Visualforce Development Accessing Metrics for Your Visualforce Pages
Each VisualforceAccessMetrics object tracks the daily page view count in the DailyPageViewCount field. The date
the metrics were collected is specified in MetricsDate, and the ID of the tracked Visualforce page is specified in ApexPageId.
Page views are tallied the day after the page is viewed, and each VisualforceAccessMetrics object is removed after 90 days.
Using VisualforceAccessMetrics, you can track the number of views each Visualforce page in your org receives in a 24-hour
time period. To find out how many views a page got over the course of multiple days, you can query multiple VisualforceAccessMetrics
objects for the same ApexPageId.
16
CHAPTER 3 Getting a Quick Start with Visualforce
To showcase the essential elements of Visualforce, this chapter includes a set of examples that demonstrate features of the language.
While the examples do not go into every detail, rule, or exception for every tag or controller, new Visualforce developers can use this
tutorial to understand how Visualforce works before proceeding to the more detailed descriptions in the remainder of this guide.
The examples are broken up into beginner and advanced sections. The beginner examples primarily use Visualforce markup. The advanced
examples use Force.com Apex code in addition to Visualforce markup.
Advanced examples that require Apex are in their own chapter.
https://Salesforce_instance/apex/myNewPageName
For example, if you want to create a page called HelloWorld and your Salesforce organization uses na3.salesforce.com, enter
http://na3.salesforce.com/apex/HelloWorld.
17
Getting a Quick Start with Visualforce Creating Your First Page
Because the page does not yet exist, you are directed to an intermediary page from which you can create your new page. Click Create
Page <myNewPageName> to create it automatically.
Note: If you do not have Visualforce development mode enabled, you can also create a new page from Setup by entering
Visualforce Pages in the Quick Find box, then selecting Visualforce Pages, and then clicking New.
Visualforce pages can always be edited from this part of setup, but to see the results of your edits you have to navigate to the URL
of your page. For that reason, most developers prefer to work with development mode enabled so they can view and edit pages
in a single window.
You now have a Visualforce page that includes default text. To edit your new page, click the Page Editor bar that appears at the bottom
of the browser. It expands to show you the following Visualforce markup:
<apex:page>
<!-- Begin Default Content REMOVE THIS -->
<h1>Congratulations</h1>
This is your new Apex Page: HelloWorld
<!-- End Default Content REMOVE THIS -->
</apex:page>
This default markup includes the only required tag for any page the <apex:page> tag that begins and ends any page markup.
Embedded within the start and close <apex:page> tags is plain text, some of which is formatted with a standard HTML tag, <h1>.
As long as you keep the required <apex:page> tag you can add as much plain text or valid HTML to this page as you want. For
example, after entering the following code and clicking Save in the Page Editor, the page displays the text Hello World! in bold:
<apex:page>
<b>Hello World!</b>
</apex:page>
Tip: Pay attention to warningsthe Visualforce editor displays a warning if you save a page with HTML that does not include a
matching end tag for every opened tag. Although the page saves, this malformed HTML might cause problems in your rendered
page.
18
Getting a Quick Start with Visualforce Displaying Field Values with Visualforce
<apex:page>
Hello {!$User.FirstName}!
</apex:page>
$User is a global variable that always represents the current user record. All global variables are referenced with a $ symbol. For a list
of global variables that you can use in Visualforce, see Global Variables on page 607.
To access fields from a record that is not globally available, like a specific account, contact, or custom object record, you need to associate
your page with a controller. Controllers provide pages with the data and business logic that make your application run, including the
logic that specifies how to access a particular object's records. While you can define a custom controller for any page with Apex, Salesforce
includes standard controllers for every standard and custom object.
For example, to use the standard controller for accounts, add the standardController attribute to the <apex:page> tag,
and assign it the name of the account object:
<apex:page standardController="Account">
Hello {!$User.FirstName}!
</apex:page>
After you save your page, the Accounts tab is highlighted for the page, and the look-and-feel for the components on the page match
the Accounts tab. Additionally, you can now access fields on the account record currently in context by using
{!account.<fieldName>} expression syntax.
For example, to display an account's name on a page, use {!account.name} in the page markup:
<apex:page standardController="Account">
Hello {!$User.FirstName}!
<p>You are viewing the {!account.name} account.</p>
</apex:page>
The {!account.name} expression makes a call to the getAccount() method in the standard Account controller to return the
record ID of the account currently in context. It then uses dot notation to access the name field for that record.
Note: You cannot access parent objects using this expression language. In other words, {!account.parent.name} will
return an error.
Note: When you save a page, the value attribute of all input components<apex:inputField>, <apex:inputText>,
and so onis validated to ensure its a single expression, with no literal text or white space, and is a valid reference to a single
controller method or object property. An error will prevent saving the page.
To bring an account record into the current context, you must add a query parameter to the page URL that specifies the ID of the record.
To do this:
1. Find the ID of an account by any means you wish. One easy way is to view the detail page of an account record and copy the character
code at the end of the URL. For example, if you navigate to an account detail page with the following URL:
https://na3.salesforce.com/001D000000IRt53
19
Getting a Quick Start with Visualforce Using the Visualforce Component Library
2. Back on your page, add the account ID as a query string parameter to the URL in your browser's address bar. For example, if your
page is located at:
https://na3.salesforce.com/apex/HelloWorld2
https://Salesforce_instance/apex/HelloWorld2?id=001D000000IRt53
Note: If you use the id parameter in a URL, it must refer to the same entity referred to in the standard controller.
Once an account ID is specified in the URL, the page displays the appropriate account name, as shown in the following figure.
20
Getting a Quick Start with Visualforce Using the Visualforce Component Library
Tags also exist for other common Salesforce interface components, such as related lists, detail pages, and input fields. For example, to
add the content of a detail page, use the <apex:detail> component tag:
<apex:page standardController="Account">
<apex:pageBlock title="Hello {!$User.FirstName}!">
You are viewing the {!account.name} account.
</apex:pageBlock>
<apex:detail/>
</apex:page>
Without any specified attributes on the tag, <apex:detail> displays the complete detail view for the context record. If you want
to modify properties such as which record details are displayed, or whether related lists or the title appear, you can use attributes on the
tag. For example, the following markup displays the details of the context account's owner, without related lists or a colored title bar:
<apex:page standardController="Account">
<apex:pageBlock title="Hello {!$User.FirstName}!">
21
Getting a Quick Start with Visualforce Overriding an Existing Page with a Visualforce Page
To browse the component library, click Component Reference in the Page Editor. From this page you can drill down into any component
to see the attributes that are available for each, including any custom components that you define.
SEE ALSO:
Standard Component Reference
22
Getting a Quick Start with Visualforce Overriding an Existing Page with a Visualforce Page
4. Replace the existing code with the following and click Save:
<apex:page standardController="Account" showHeader="true"
tabStyle="account" >
<style>
.activeTab {background-color: #236FBD; color:white;
background-image:none}
.inactiveTab { background-color: lightgrey; color:black;
background-image:none}
</style>
<apex:tabPanel switchType="client" selectedTab="tabdetails"
id="AccountTabPanel" tabClass='activeTab'
inactiveTabClass='inactiveTab'>
<apex:tab label="Details" name="AccDetails" id="tabdetails">
<apex:detail relatedList="false" title="true"/>
</apex:tab>
<apex:tab label="Contacts" name="Contacts" id="tabContact">
<apex:relatedList subject="{!account}" list="contacts" />
</apex:tab>
<apex:tab label="Opportunities" name="Opportunities"
id="tabOpp">
<apex:relatedList subject="{!account}"
list="opportunities" />
</apex:tab>
<apex:tab label="Open Activities" name="OpenActivities"
id="tabOpenAct">
<apex:relatedList subject="{!account}"
list="OpenActivities" />
</apex:tab>
<apex:tab label="Notes and Attachments"
name="NotesAndAttachments" id="tabNoteAtt">
<apex:relatedList subject="{!account}"
list="CombinedAttachments" />
</apex:tab>
</apex:tabPanel>
</apex:page>
5. Notice that there is no data in the Account page. You need to specify the ID of a particular account in the URL, as you've done with
previous pages, for example, https://Salesforce_instance/apex/tabbedAccount?id=001D000000IRt53.
After you add in an account ID, your page should display as follows:
23
Getting a Quick Start with Visualforce Overriding an Existing Page with a Visualforce Page
Within the definition of the tab panel, is the definition of each child tab component, <apex:tab>. The first tab uses the
<apex:detail> tag to return that portion of the detail view for the page:
While the rest of the tabs use the <apex:relatedList> to specify the different parts of the account page. The following is
the tab for contacts. It uses an existing list of contacts.
<apex:tab label="Contacts" name="Contacts" id="tabContact">
<apex:relatedList subject="{!account}" list="contacts" />
</apex:tab>
Now that you've created a page to display an account with tabs, you can use this page to override the detail view for all accounts.
1. From the object management settings for accounts, go to Buttons, Links, and Actions.
2. Click Edit next to View.
3. For Override With select Visualforce Page.
4. From the Visualforce Page drop-down list, select tabbedAccount.
5. Click Save.
24
Getting a Quick Start with Visualforce Redirecting to a Standard Object List Page
Click the Account tab, and select any account. The detail for the account is now displayed with tabs.
SEE ALSO:
Salesforce Help: Find Object Management Settings
The Visualforce page can also refer to other standard objects, such as contacts, by changing the reference to the standard object. For
example:
<apex:page action="{!URLFOR($Action.Contact.List, $ObjectType.Contact)}"/>
Note: Remember, for this page to display account data, the ID of a valid account record must be specified as a query parameter
in the URL for the page. For example:
https://Salesforce_instance/apex/myPage?id=001x000xxx3Jsxb
25
Getting a Quick Start with Visualforce Adding and Customizing Input Field Labels
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
<apex:page standardController="Account">
<apex:form>
<apex:pageBlock title="Hello {!$User.FirstName}!">
You are viewing the {!account.name} account. <p/>
Change Account Name: <p/>
<apex:inputField value="{!account.name}"/> <p/>
<apex:commandButton action="{!save}" value="Save New Account Name"/>
</apex:pageBlock>
</apex:form>
</apex:page>
Note: When you save a page, the value attribute of all input components<apex:inputField>, <apex:inputText>,
and so onis validated to ensure its a single expression, with no literal text or white space, and is a valid reference to a single
controller method or object property. An error will prevent saving the page.
The only fields that the <apex:inputField> tag cannot display are those defined as member variables of a custom controller
class written in Apex. To gather data for these variables, use the <apex:inputCheckbox>, <apex:inputHidden>,
<apex:inputSecret>, <apex:inputText>, or <apex:inputTextarea> tags instead.
26
Getting a Quick Start with Visualforce Adding and Customizing Input Field Labels
object field label by default. To override the default value, and for components that arent mapped directly to object fields, you can set
the label using the label attribute of the component. For example:
<apex:page standardController="Contact">
<apex:form>
<apex:pageBlock title="Quick Edit: {!Contact.Name}">
<apex:pageBlockSection title="Contact Details" columns="1">
<apex:inputField value="{!Contact.Phone}"/>
<apex:outputField value="{!Contact.MobilePhone}"
label="Mobile #"/>
<apex:inputText value="{!Contact.Email}"
label="{!Contact.FirstName + 's Email'}"/>
</apex:pageBlockSection>
<apex:pageBlockButtons >
<apex:commandButton action="{!save}" value="Save"/>
</apex:pageBlockButtons>
</apex:pageBlock>
</apex:form>
</apex:page>
Note: For this page to display contact data, the ID of a valid contact record must be specified as a query parameter in the URL for
the page. For example,
https://Salesforce_instance/apex/myPage?id=003D000000Q513R
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
The label attribute may be a string, or an expression that evaluates to a string. If you set label to an empty string, the form label
for that field will be suppressed.
The label attribute can be set on the following Visualforce components:
<apex:inputCheckbox>
<apex:inputField>
<apex:inputSecret>
<apex:inputText>
<apex:inputTextarea>
<apex:outputField>
27
Getting a Quick Start with Visualforce Setting the Tab Order for Fields in a Form
<apex:outputText>
<apex:selectCheckboxes>
<apex:selectList>
<apex:selectRadio>
Note: Remember, for this page to display account data, the ID of a valid account record must be specified as a query parameter
in the URL for the page. For example:
https://Salesforce_instance/apex/myPage?id=001x000xxx3Jsxb
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
Notice that when you display this page and press TAB, the active field changes in the reverse order than you would normally expect.
28
Getting a Quick Start with Visualforce Adding Dependent Fields to a Page
an expression which evaluates to an integer value in the same range. The tab order begins with component 0 being the first component
selected when a user presses TAB.
The tabOrderHint attribute is available on only the <apex:inputField> component. The tabIndex attribute can be set
on the following Visualforce components.
<apex:commandButton>
<apex:commandLink>
<apex:inputCheckbox>
<apex:inputFile>
<apex:inputSecret>
<apex:inputText>
<apex:inputTextarea>
<apex:outputLabel>
<apex:outputLink>
<apex:selectCheckboxes>
<apex:selectList>
<apex:selectRadio>
When mixing <apex:inputField> with components that use the tabIndex attribute to set the tab order, you can multiply
the tabOrderHint by 10 to get the approximate equivalent value of the tabIndex for that field. Use this to manually calculate
equivalent values to set the appropriate attribute on each of the components in such a way as to set the desired tab order for all elements
on the page.
29
Getting a Quick Start with Visualforce Adding Dependent Fields to a Page
You can disregard any other Industry types that arent shown above.
7. Click Save.
Now, create a Visualforce page called dependentPicklists that looks like this:
<apex:page standardController="Account">
<apex:form >
<apex:pageBlock mode="edit">
<apex:pageBlockButtons >
<apex:commandButton action="{!save}" value="Save"/>
</apex:pageBlockButtons>
<apex:pageBlockSection title="Dependent Picklists" columns="2">
<apex:inputField value="{!account.industry}"/>
<apex:inputField value="{!account.subcategories__c}"/>
</apex:pageBlockSection>
</apex:pageBlock>
</apex:form>
</apex:page>
When you select Agriculture from the Industry picklist, the Subcategories picklist contains Apple Farms, Corn Fields, and Winery. If you
select Communication, your Subcategories picklist contains all the Communication types defined earlier.
30
Getting a Quick Start with Visualforce Adding Dependent Fields to a Page
If the user viewing the page has read-only access to the controlling field, a dependent picklist might not behave as expected. In
this case, the dependent picklist shows all possible values for the picklist, instead of being filtered on the read-only value. This is a
known limitation in Visualforce.
Pages must include the controlling field for a dependent picklist. Failing to include the controlling field on the page causes a runtime
error when the page displays.
Dont mix inline edit-enabled fields with regular input fields from the same dependency group. For example, dont mix a standard
input field for a controlling field with an inline edit-enabled dependent field:
<apex:page standardController="Account">
<apex:form>
<!-- Don't mix a standard input field... -->
<apex:inputField value="{!account.Controlling__c}"/>
<apex:outputField value="{!account.Dependent__c}">
<!-- ...with an inline-edit enabled dependent field -->
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
</apex:form>
</apex:page>
If you combine inline edit-enabled dependent picklists with Ajax-style partial page refreshes, refresh all fields with dependent or
controlling relationships to each other as one group. Refreshing fields individually isnt recommended and might result in inconsistent
undo/redo behavior. Heres an example of the recommended way to partially refresh a form with inline edit-enabled dependent
picklists:
<apex:form>
<!-- other form elements ... -->
<apex:outputPanel id="locationPicker">
<apex:outputField value="{!Location.country}">
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
<apex:outputField value="{!Location.state}">
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
<apex:outputField value="{!Location.city}">
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
</apex:outputPanel>
<!-- ... -->
<apex:commandButton value="Refresh Picklists" reRender="locationPicker" />
</apex:form>
All of the inline edit-enabled picklists are wrapped in the <apex:outputPanel> component. The <apex:outputPanel>
rerenders when the <apex:commandButton> action method fires.
SEE ALSO:
Salesforce Help: Find Object Management Settings
31
Getting a Quick Start with Visualforce Creating Visualforce Dashboard Components
32
Getting a Quick Start with Visualforce Displaying Related Lists for Custom Objects
For a more complex example that uses a custom list controller, see Advanced Visualforce Dashboard Components on page 134.
For this page to display the related list data, the ID of a valid custom object record with a custom relationship must be specified as a
query parameter in the URL for the page, for example,
http://na3.salesforce.com/myCustomRelatedList?id=a00x00000003ij0.
Although MyLookupObject uses a different type of relationship, the syntax is identical:
<apex:page standardController="MyLookupObject__c">
<apex:relatedList list="MyChildObjects__r" />
</apex:page>
33
Getting a Quick Start with Visualforce Enabling Inline Editing
Note: Remember, for this page to display account data, the ID of a valid account record must be specified as a query parameter
in the URL for the page. For example:
https://Salesforce_instance/apex/myPage?id=001x000xxx3Jsxb
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
Try to double-click one of the fields, like Account Number. Youll notice that nothing happens.
Now, replace the page with the following code:
<apex:page standardController="Account">
<apex:detail subject="{!account.Id}" relatedList="false" inlineEdit="true"/>
</apex:page>
Hover over any of the fields, and youll notice that you can now edit their contents directly. Clicking Save at the top of the section
preserves all your changed information. Components that support inline editing must always be descendants of the <apex:form>
tag. However, the <apex:detail> component doesnt have to be a descendant of an <apex:form> to support inline editing.
The <apex:inlineEditSupport> component must be a descendant of the following components:
<apex:dataList>
<apex:dataTable>
<apex:form>
<apex:outputField>
<apex:pageBlock>
<apex:pageBlockSection>
<apex:pageBlockTable>
<apex:repeat>
Heres a sample that demonstrates how you can create a page using <apex:pageBlockTable> that makes use of inline editing:
<apex:page standardController="Account" recordSetVar="records" id="thePage">
<apex:form id="theForm">
<apex:pageBlock id="thePageBlock">
<apex:pageBlockTable value="{!records}" var="record" id="thePageBlockTable">
<apex:column >
<apex:outputField value="{!record.Name}" id="AccountNameDOM" />
<apex:facet name="header">Name</apex:facet>
</apex:column>
<apex:column >
<apex:outputField value="{!record.Type}" id="AccountTypeDOM" />
<apex:facet name="header">Type</apex:facet>
</apex:column>
<apex:column >
<apex:outputField value="{!record.Industry}"
id="AccountIndustryDOM" />
<apex:facet name="header">Industry</apex:facet>
</apex:column>
<apex:inlineEditSupport event="ondblClick"
showOnEdit="saveButton,cancelButton" hideOnEdit="editButton" />
</apex:pageBlockTable>
<apex:pageBlockButtons >
<apex:commandButton value="Edit" action="{!save}" id="editButton" />
34
Getting a Quick Start with Visualforce Enabling Inline Editing
The following standard checkboxes on case and lead edit pages are not inline editable:
Case Assignment (Assign using active assignment rules)
Case Email Notification (Send notification email to contact)
Lead Assignment (Assign using active assignment rule)
The fields in the following standard objects are not inline editable.
All fields in Documents and Price Books
All fields in Tasks except for Subject and Comment
All fields in Events except for Subject, Description, and Location
Full name fields of Person Accounts, Contacts, and Leads. However, their component fields are, for example, First Name
and Last Name.
You can use inline editing to change the values of fields on records for which you have read-only access, either via field-level security
or your organization's sharing model; however, Salesforce doesn't let you save your changes, and displays an insufficient privileges
error message when you try to save the record.
Inline editing isnt supported for standard rich text area (RTA) fields, such as Idea.Body, that are bound to
<apex:outputField> when Visualforce pages are served from a separate domain, other than the Salesforce domain. By
default, Visualforce pages are served from a separate domain unless your administrator has disabled this setting. Custom RTA fields
arent affected by this limitation and support inline editing.
Inline editing is supported for dependent picklists that use <apex:outputField>.
Pages must include the controlling field for a dependent picklist. Failing to include the controlling field on the page causes a runtime
error when the page displays.
Dont mix inline edit-enabled fields with regular input fields from the same dependency group. For example, dont mix a standard
input field for a controlling field with an inline edit-enabled dependent field:
<apex:page standardController="Account">
<apex:form>
<!-- Don't mix a standard input field... -->
<apex:inputField value="{!account.Controlling__c}"/>
<apex:outputField value="{!account.Dependent__c}">
<!-- ...with an inline-edit enabled dependent field -->
<apex:inlineEditSupport event="ondblClick" />
35
Getting a Quick Start with Visualforce Converting a Page to a PDF File
</apex:outputField>
</apex:form>
</apex:page>
If you combine inline edit-enabled dependent picklists with Ajax-style partial page refreshes, refresh all fields with dependent or
controlling relationships to each other as one group. Refreshing fields individually isnt recommended and might result in inconsistent
undo/redo behavior. Heres an example of the recommended way to partially refresh a form with inline edit-enabled dependent
picklists:
<apex:form>
<!-- other form elements ... -->
<apex:outputPanel id="locationPicker">
<apex:outputField value="{!Location.country}">
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
<apex:outputField value="{!Location.state}">
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
<apex:outputField value="{!Location.city}">
<apex:inlineEditSupport event="ondblClick" />
</apex:outputField>
</apex:outputPanel>
<!-- ... -->
<apex:commandButton value="Refresh Picklists" reRender="locationPicker" />
</apex:form>
All of the inline edit-enabled picklists are wrapped in the <apex:outputPanel> component. The <apex:outputPanel>
rerenders when the <apex:commandButton> action method fires.
Visualforce pages rendered as PDFs will either display in the browser or download as a PDF file, depending on your browser settings.
In the previous tutorial, you used a Visualforce page to change the name of a company. Suppose you wanted to generate an announcement
of the new name as a PDF. The following example produces such a page, along with the current date and time.
<apex:page standardController="Account" renderAs="pdf" applyBodyTag="false">
<head>
<style>
body { font-family: 'Arial Unicode MS'; }
.companyName { font: bold 30px; color: red; }
</style>
</head>
<body>
<center>
<h1>New Account Name!</h1>
36
Getting a Quick Start with Visualforce Converting a Page to a PDF File
Always verify the format of your rendered page before deploying it.
SEE ALSO:
Render a Visualforce Page as a PDF File
Visualforce PDF Rendering Considerations and Limitations
37
Getting a Quick Start with Visualforce Building a Table of Data in a Page
<apex:page standardController="Account">
<apex:pageBlock title="Hello {!$User.FirstName}!">
You are viewing the {!account.name} account.
</apex:pageBlock>
<apex:pageBlock title="Contacts">
<apex:pageBlockTable value="{!account.Contacts}" var="contact">
<apex:column value="{!contact.Name}"/>
<apex:column value="{!contact.MailingCity}"/>
<apex:column value="{!contact.Phone}"/>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:page>
Note: Remember, for this page to display account data, the ID of a valid account record must be specified as a query parameter
in the URL for the page. For example:
https://Salesforce_instance/apex/myPage?id=001x000xxx3Jsxb
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
Like other iteration components, <apex:pageBlockTable> includes two required attributes, value and var:
value takes a list of sObject records or values of any other Apex type. In the example above, {!account.Contacts} retrieves
the ID of the account that is currently in context and then traverses the relationship to retrieve the list of the associated contacts.
38
Getting a Quick Start with Visualforce Editing a Table of Data in a Page
var specifies the name of the iteration variable. This variable is used within the body of the <apex:pageBlockTable> tag
to access the fields on each contact. In this example, value="{!contact.Name}" is used on the <apex:column> tag
to display the name of the contact.
The <apex:pageBlockTable> component takes one or more child <apex:column> components. The number of rows in
the table is controlled by the number of records returned with the value attribute.
Note: The <apex:pageBlockTable> component automatically takes on the styling of a standard Salesforce list. To display
a list with your own styling, use <apex:dataTable> instead.
<apex:column headerValue="Industry">
<apex:inputField value="{!a.Industry}"/>
</apex:column>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:form>
</apex:page>
Note: If you have an ID attribute in the URL, this page does not display correctly. For example,
https://c.na1.visual.soma.force.com/apex/HelloWorld?id=001D000000IR35T produces an error.
You need to remove the ID from the URL.
Notice the following about the page markup:
This page takes advantage of standard set controllers to generate the data for the table. Use the recordSetVar attribute to
specify the name of the set of data you want to use. Then, in the <apex:pageBlockTable> value, use the name of that set
to populate the table with data.
The <apex:inputField> tag automatically generates the correct display for the field. In this case, as a drop-down list.
The page must be enclosed in an <apex:form> tag in order to use the <apex:commandButton> tag. A form specifies a
portion of a Visualforce page that users can interact with.
39
Getting a Quick Start with Visualforce Using Query String Parameters in a Page
$CurrentPage.parameters.parameter_name
For example, suppose you want to add detail information about a specific contact to an Account page. The account record ID is specified
by the default id query string parameter, and the contact record ID is specified by the query string parameter named cid:
<apex:page standardController="Account">
<apex:pageBlock title="Hello {!$User.FirstName}!">
You are displaying values from the {!account.name} account and a separate contact
<apex:column>
<apex:facet name="header">Name</apex:facet>
{!contact.Name}
</apex:column>
<apex:column>
<apex:facet name="header">Phone</apex:facet>
{!contact.Phone}
</apex:column>
</apex:dataTable>
40
Getting a Quick Start with Visualforce Getting Query String Parameters
</apex:pageBlock>
<apex:detail subject="{!$CurrentPage.parameters.cid}" relatedList="false" title="false"/>
</apex:page>
For this example to render properly, you must associate the Visualforce page with valid account and contact IDs in the URL. For example,
if 001D000000IRt53 is the account ID and 003D000000Q0bIE is the contact ID, the resulting URL should be:
https://Salesforce_instance/apex/MyFirstPage?id=001D000000IRt53&cid=003D000000Q0bIE
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
Note: If you use the id parameter in a URL, it must refer to the same entity referred to in the standard controller.
41
Getting a Quick Start with Visualforce Setting Query String Parameters in Links
<apex:outputLink value="http://google.com/search">
Search Google
<apex:param name="q" value="{!account.name}"/>
</apex:outputLink>
The latter method, which uses <apex:param> tags instead of manually creating the URL, is preferable for stylistic reasons.
Note: In addition to <apex:outputLink>, use <apex:param> to set request parameters for <apex:commandLink>,
and <apex:actionFunction>.
42
Getting a Quick Start with Visualforce Using Ajax in a Page
</apex:form>
</apex:pageBlock>
<apex:detail subject="{!$CurrentPage.parameters.cid}" relatedList="false" title="false"/>
</apex:page>
After saving this markup, refresh your browser with the id query string parameter but without the cid parameter in the URL For
example,
https://Salesforce_instance/apex/MyFirstPage?id=001D000000IRt53
Initially the contact detail page is not rendered, but when you click a contact name the page renders the appropriate detail view.
Note: If you use the id parameter in a URL, it must refer to the same entity referred to in the standard controller.
SEE ALSO:
Controller Methods
43
Getting a Quick Start with Visualforce Providing Status for Asynchronous Operations
After saving the page, click any contact and notice how the detail component displays without a complete page refresh.
Note: You cannot use the reRender attribute to update content in a table.
Note: Not all components support facets. Those that do are listed in the Standard Component Reference.
In the following example, <apex:actionStatus> supports a facet named stop that contains the component that should be
displayed as soon as the action completesin this case, the detail area:
<apex:page standardController="Account">
<apex:pageBlock title="Hello {!$User.FirstName}!">
You are displaying contacts from the {!account.name} account.
Click a contact's name to view his or her details.
44
Getting a Quick Start with Visualforce Applying Ajax Behavior to Events on Any Component
</apex:pageBlock>
<apex:pageBlock title="Contacts">
<apex:form>
<apex:dataTable value="{!account.Contacts}" var="contact" cellPadding="4"
border="1">
<apex:column>
<apex:commandLink rerender="detail">
{!contact.Name}
<apex:param name="cid" value="{!contact.id}"/>
</apex:commandLink>
</apex:column>
</apex:dataTable>
</apex:form>
</apex:pageBlock>
<apex:outputPanel id="detail">
<apex:actionStatus startText="Requesting...">
<apex:facet name="stop">
<apex:detail subject="{!$CurrentPage.parameters.cid}"
relatedList="false" title="false"/>
</apex:facet>
</apex:actionStatus>
</apex:outputPanel>
</apex:page>
Remember when you visit this page, to include an ID as part of the URL. For example,
https://Salesforce_instance/apex/ajaxAsyncStatus?id=001x000xxx3Jsxb
The reRender attribute isnt required. If you dont set it, the page does not refresh upon the specified event, but apex:param>
still sets the name and value of cid.
The resulting markup looks like this:
<apex:page standardController="Account">
<apex:pageBlock title="Hello {!$User.FirstName}!">
45
Getting a Quick Start with Visualforce Applying Ajax Behavior to Events on Any Component
title="false"/>
</apex:facet>
</apex:actionStatus>
</apex:outputPanel>
</apex:page>
After saving the page, move the mouse over any contact and notice that the detail area refreshes appropriately without clicking on it.
SEE ALSO:
Using JavaScript in Visualforce Pages
46
CHAPTER 4 Customizing the Appearance and Output of
Visualforce Pages
Visualforce pages and components output HTML thats sent to the browser for rendering. Visualforces HTML generation is sophisticated,
automatically providing page structure, contents, and styling. Visualforce also provides a number of ways to alter Visualforces default
HTML, substitute your own, or associate additional resources, such as CSS stylesheets or JavaScript files, with a page.
47
Customizing the Appearance and Output of Visualforce Pages Using the Lightning Design System
To use SVG icons, add the required XML namespaces by using xmlns="http://www.w3.org/2000/svg" and
xmlns:xlink="http://www.w3.org/1999/xlink" in the html tag.
Note: Currently, if you are using the Salesforce sidebar, header, or built-in stylesheets, you cant add attributes to the html tag.
This means that SVG icons arent supported on your page if you dont have showHeader, standardStylesheets, and
sidebar set to false.
Example: The following markup shows a simple account detail page. This page uses the Lightning Design System card element
and the account standard controller. This page also includes the account PNG icon.
Note that this page doesnt have any data in it, unless you load it with a record ID. The Lightning Design System doesnt support
components that bring data into your Visualforce pages, such as <apex:pageBlock> and <apex:detail>. To access
Salesforce data from pages using the Lightning Design System, instead use Remote Objects, JavaScript remoting, or the REST API.
<apex:page showHeader="false" standardStylesheets="false" sidebar="false"
docType="html-5.0" standardController="Account" applyBodyTag="False"
applyHtmlTag="False">
<head>
<title>{! Account.Name }</title>
<apex:slds />
</head>
<body class="slds-scope">
<!-- MASTHEAD -->
48
Customizing the Appearance and Output of Visualforce Pages Using the Lightning Design System
<div class="slds-panel__section">
<h3 class="slds-text-heading--small slds-m-bottom--medium">Account Detail</h3>
49
Customizing the Appearance and Output of Visualforce Pages Using Custom Styles
For more examples of Lightning Design System styling, see the Salesforce Lightning Design System reference site, and learn more
about the Lightning Design System on Trailhead.
This example references a style sheet that is defined as a static resource. First, create a style sheet and upload it as a static resource named
customCSS.
h1 { color: #f00; }
p { background-color: #eec; }
newLink { color: #f60; font-weight: bold; }
50
Customizing the Appearance and Output of Visualforce Pages Suppressing the Salesforce User Interface and Styles
Tip: If youre not using Salesforce styles, you can shrink your page size by preventing the standard Salesforce style sheets from
loading. To prevent loading, set the standardStylesheets attribute on the <apex:page> component to false.
<apex:page standardStylesheets="false">
<!-- page content here -->
</apex:page>
If you dont load the Salesforce style sheets, components that require them dont display correctly.
Visualforce components that produce HTML have pass-through style and styleClass attributes. These attributes allow you to
use your own styles and style classes to control the look and feel of the resulting HTML. style allows you to set styles directly on a
component, while styleClass lets you attach classes for styles defined elsewhere. For example, the following code sets the class
of the <apex:outputText> and applies a style.
<apex:page>
<style type="text/css">
.asideText { font-style: italic; }
</style>
<apex:outputText styleClass="asideText"
value="This text is styled via a stylesheet class."/>
</apex:page>
To apply a style using a DOM ID, use CSS attribute selectors for the style definition. See Defining Styles for a Components DOM ID on
page 52.
If you intend to use images in your style sheet, zip the images with the CSS file, and upload the file as a single static resource. For example,
suppose your CSS file has a line like the following.
body { background-image: url("images/dots.gif") }
Combine the entire images directory and the parent CSS file into a single zip file. In this example, the zip file resource name is myStyles.
<apex:stylesheet value="{!URLFOR($Resource.myStyles, 'styles.css')}"/>
Warning: If a style sheet has an empty string in a url value, you cant render that page as a PDF. For example, the style rule
body { background-image: url(""); } prevents any page that includes the rule from being rendered as a PDF.
51
Customizing the Appearance and Output of Visualforce Pages Defining Styles for a Components DOM ID
This attribute doesnt affect the rest of the Salesforce look and feel. You can continue to use components like <apex:pageBlock>,
<apex:detail>, and <apex:inputField> that render with Salesforce user interface styling.
showHeaderSet to false to suppress the standard Salesforce page design. The header, tabs, and sidebar are removed, along
with their associated style sheets and JavaScript resources. You have a blank page ready to fill in with your own user interface.
It does not, however, suppress all the style sheets that provide the Salesforce visual design. Visualforce components that you add to
the page continue to adopt the Salesforce visual design.
standardStylesheetsSet to false, along with setting showHeader to false, to suppress the inclusion of the style
sheets that support the Salesforce visual design. When you suppress the standard style sheets, your page is completely unstyled,
except for your own style sheets.
Note: If you dont load the Salesforce style sheets, components that require them dont display correctly.
Setting this attribute to false has no effect if showHeader isnt also set to false.
Your CSS should take this into consideration by using an attribute selector:
<apex:page>
<style type="text/css">
[id*=myId] { font-weight: bold; }
</style>
<apex:outputText id="myId" value="This is way fancy !"/>
</apex:page>
This selector matches any DOM ID that contains myId anywhere within the ID, so the id you set on a Visualforce component should
be unique on the page if you intend to use it for styling purposes.
Warning: Salesforce stylesheets arent versioned, and the appearance and class names of components change without notice.
Salesforce strongly recommends that you use Visualforce components that mimic the look-and-feel of Salesforce styles instead
of directly referencingand depending uponSalesforce stylesheets.
When you disable the inclusion of the Salesforce stylesheets, only your custom stylesheets affect the styling of the page. For the purposes
of building up styles that partially or fully match the Salesforce look and feel, you might want to look at and use selected contents from
the default stylesheets.
52
Customizing the Appearance and Output of Visualforce Pages Identifying the Salesforce Style Your Users See
The following stylesheets contain style classes you can reference. They are located in the /dCSS/ directory of your Salesforce instance.
dStandard.css Contains the majority of style definitions for standard objects and tabs.
allCustom.css Contains style definitions for custom tabs.
Important: Salesforce doesnt provide notice of changes to or documentation of the built-in styles. Use at your own risk.
53
Customizing the Appearance and Output of Visualforce Pages HTML Comments and IE Conditional Comments
Even if a new look and feel is enabled for your users, they may not be running the right browser or accessibility settings to see it. Heres
a code example that makes use of the $User.UITheme variable to present alternate information to the user:
<apex:page showHeader="true" tabstyle="Case">
<apex:pageMessage severity="error" rendered="{!$User.UITheme = 'Theme3' &&
$User.UIThemeDisplayed != 'Theme3'}">
We've noticed that the new look and feel is enabled for your organization.
However, you can't take advantage of its brilliance. Please check with
your administrator for possible reasons for this impediment.
</apex:pageMessage>
<apex:ListViews type="Case" rendered="{!$User.UITheme = 'Theme3' &&
$User.UIThemeDisplayed = 'Theme3'}"/>
</apex:page>
Notice that although $User.UITheme equals Theme3, $User.UIThemeDisplayed doesnt, and so the page wont render
to its full potential.
<!--[if lt IE 7]>
<script type="text/javascript"
src="{!URLFOR($Resource.BrowserCompatibility, 'js/obsolete-ie-shim.js')}>
</script>
<link rel="stylesheet" type="text/css"
href="{!URLFOR($Resource.BrowserCompatibility, 'css/ie-old-styles.css')}"
/>
<![endif]-->
<!--[if IE 7]>
<link rel="stylesheet" type="text/css"
href="{!URLFOR($Resource.BrowserCompatibility, 'css/ie7-styles.css')}" />
<![endif]-->
</head>
<body>
<h1>Browser Compatibility</h1>
<p>It's not just a job. It's an adventure.</p>
54
Customizing the Appearance and Output of Visualforce Pages HTML Tags Added or Modified by Visualforce
</body>
</apex:page>
Visualforce doesnt support or evaluate Visualforce tags, for example, <apex:includeScript/>, within standard HTML comments.
However, it will evaluate the following expressions within IE conditional comments:
Global variables, such as $Resource and $User
The URLFOR() function
See Microsofts documentation for Internet Explorer conditional comments for further details of how to use them.
Note: In API version 28.0 or greater, the scope of how the docType is determined for a page is different. When child pages are
added to a root page using <apex:include>, if any page in the hierarchy is set to docType="html5.0" and the root
page is set to API version 28.0 or later, the entire page hierarchy is rendered in html5.0 mode.
55
Customizing the Appearance and Output of Visualforce Pages Manually Override Automatic <html> and <body> Tag
Generation
<html>
<body>
<header>
<h1>Congratulations!</h1>
</header>
<article>
<p>This page looks almost like HTML5!</p>
</article>
</body>
</html>
</apex:page>
The attributes act independently of each other; you can use them in any combination of true, false, or unset. When both attributes
are set to true, the default, automatic generation of <html> and <body> tags is preserved. When either is set to false, you are
fully responsible for adding the corresponding tags to your markup. In this mode, Visualforce wont prevent you from creating nonsense
tag combinations or attributes that give even modern browsers fits.
Note: A <head> section is always generated if required, regardless of the values for applyHtmlTag and applyBodyTag.
For example, a <head> tag is generated if you use <apex:includeScript> or <apex:stylesheet> tags, set the
page title, and so on.
Theres one exception to this rule. If applyHtmlTag is set to false and there are no other elements in the page except for
<apex:includeScript>, no <head> is generated. For example, the following code automatically adds <body> tags,
but doesnt add a <head> section:
<apex:page showHeader="false" applyHtmlTag="false">
<html>
<apex:includeScript
value="//ajax.googleapis.com/ajax/libs/jquery/1.9.1/jquery.min.js"/>
</html>
</apex:page>
The applyHtmlTag attribute is available on the <apex:page> tag for Visualforce pages set to API version 27.0 or higher. The
applyBodyTag attribute is available on the <apex:page> tag for Visualforce pages set to API version 28.0 or higher. They both
have the following additional restrictions:
The showHeader attribute must be set to false for the page, for example, <apex:page showHeader="false">.
The contentType attribute must be set to text/html (the default).
The values for the top level, or outermost, <apex:page> tag are used; applyHtmlTag and applyBodyTag attributes on
pages added using the <apex:include> tag are ignored.
56
Customizing the Appearance and Output of Visualforce Pages Creating an Empty HTML5 Container Page
<head>
<title>HTML5 Container Page</title>
</head>
<body>
<h1>An Almost Empty Page</h1>
</html>
</apex:page>
The <apex:page> component and its attributes is the core of a container pages definition.
docType="html-5.0" sets the page to use the modern HTML5 docType.
applyHtmlTag="false" and applyBodyTag="false" tell Visualforce that your markup supplies the <html> and
<body> tags so that it doesnt generate its own.
Note: When you set applyHtmlTag or applyBodyTag to false, the title attribute of the <apex:page>
component is ignored.
Note: An empty Visualforce page renders the minimum amount of HTML markup, but it isnt completely empty, or free of
resources you dont control. JavaScript code thats essential for Visualforce, such as instrumentation, is still added. Visualforce also
automatically adds resources required for markup you add. For example, references to Remote Objects or JavaScript remoting
resources, if you use them in your code.
57
Customizing the Appearance and Output of Visualforce Pages Using a Custom Doctype
You can specify a different doctype for a Visualforce page by using the docType attribute on the <apex:page> tag.
The docType attribute takes a string representing the document type. The format of the string is:
<doctype>-<version>[-<variant>]
where
doctype is either html or xhtml
version is a decimal version number valid for the doctype
variant, if included, is:
strict, transitional, or frameset for all html document types and the xhmtl-1.0 document type, or
<blank> or basic for the xhmtl-1.1 document type
If an invalid document type is specified, the default doctype is used. For more information about valid HTML doctypes, see the list at the
W3C website.
Note: In API 28.0 and greater, the scope of how the docType is determined for a page depends on the entire page hierarchy,
not just the main page. When pages are added to the main page using the <apex:include> tag, if any page in the hierarchy
is set to docType="html-5.0", the entire page hierarchy is rendered in that mode.
Note: Visualforce doesnt alter markup generated by components to match the doctype, nor the markup for standard Salesforce
elements such as the header and sidebar. Salesforce elements are valid for most doctypes and function properly with any doctype,
but if you choose a strict doctype and wish to pass an HTML validation test, you might need to suppress or replace the standard
Salesforce elements.
58
Customizing the Appearance and Output of Visualforce Pages Using a Custom ContentType
Note: Browsers can behave unpredictably if you set an invalid ContentType. For more information about valid MIME media
types, see http://www.iana.org/assignments/media-types/.
<!-- This page must be accessed with an Account Id in the URL. For example:
https://<salesforceInstance>/apex/myPage?id=001D000000JRBet -->
<apex:pageBlock title="Contacts">
<apex:pageBlockTable value="{!account.Contacts}" var="contact">
<apex:column value="{!contact.Name}"/>
<apex:column value="{!contact.MailingCity}"/>
<apex:column value="{!contact.Phone}"/>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:page>
To display this page in Excel, add the contentType attribute to the <apex:page> tag, as follows:
If the page doesnt display properly in Excel, try a different MIME type, such as text/csv.
59
Customizing the Appearance and Output of Visualforce Pages Setting Custom HTML Attributes on Visualforce Components
Pass-through attributes can also be used to improve usability with HTML5 features such as placeholder ghost text, pattern
client-side validation, and title help text attributes.
Important: The behavior of HTML5 features is determined by the users browser, not Visualforce, and varies considerably from
browser to browser. If you want to use these features, test early and often on every browser and device you plan to support.
To add a pass-through attribute to, for example, an <apex:outputPanel> component, prefix the attribute with html- and set
the attribute value as normal.
<apex:page showHeader="false" standardStylesheets="false" doctype="html-5.0">
</apex:page>
Every attribute that begins with html- is passed through to the resulting HTML, with the html- removed.
Note: Pass-through attributes that conflict with built-in attributes for the component generate a compilation error.
60
Customizing the Appearance and Output of Visualforce Pages Setting Custom HTML Attributes on Visualforce Components
<apex:inputHidden>
<apex:inputSecret>
<apex:inputText>
<apex:inputTextarea>
<apex:messages>
<apex:outputField>
<apex:outputLabel>
<apex:outputLink>
<apex:outputPanel>
<apex:outputText>
<apex:page>
<apex:pageBlock>
<apex:pageBlockButtons>
<apex:pageBlockSection>
<apex:pageBlockSectionItem>
<apex:pageBlockTable>
<apex:panelBar>
<apex:panelBarItem>
<apex:panelGrid>
<apex:sectionHeader>
<apex:selectCheckboxes>
<apex:selectList>
<apex:selectOption>
<apex:selectOptions>
<apex:selectRadio>
<apex:stylesheet>
<apex:tab>
<apex:tabPanel>
For additional information about individual components, including the specifics of where pass-through attributes are added to their
rendered HTML, see Standard Component Reference on page 351.
To create HTML markup that cant be generated using components that support pass-through attributes, combine Visualforce tags with
static HTML. For example, to create a jQuery Mobile listview, combine the <apex:repeat> tag with the HTML tags you need.
<ul data-role="listview" data-inset="true" data-filter="true">
<apex:repeat value="{! someListOfItems}" var="item">
<li><a href="#">{! item.Name}</a></li>
</apex:repeat>
</ul>
61
Customizing the Appearance and Output of Visualforce Pages Offline Caching Using the HTML5 manifest Attribute
<header>
<h1>Congratulations!</h1>
</header>
<article>
<p>This page looks almost like HTML5!</p>
</article>
</apex:page>
The manifest attribute is available on the <apex:page> tag for Visualforce pages set to API version 28.0 or higher, and also
requires that the applyHtmlTag is set to true (the default).
You can use Visualforce to provide a pages cache manifest. For example, the CacheManifest page referenced above might be:
<apex:page contentType="text/cache-manifest" applyHtmlTag="false"
standardStylesheets="false" showHeader="false">
CACHE MANIFEST
index.html
stylesheet.css
images/logo.png
scripts/main.js
</apex:page>
<apex:page renderAs="pdf">
A Visualforce page rendered as a PDF file displays either in the browser or is downloaded, depending on the browsers settings. Specific
behavior depends on the browser, version, and user settings, and is outside the control of Visualforce.
The following page includes some account details and renders as a PDF file.
<apex:page standardController="Account" renderAs="pdf">
<apex:stylesheet value="{!URLFOR($Resource.Styles,'pdf.css')}"/>
62
Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as a PDF File
<table>
<tr><th>Account Name</th>
<td><apex:outputText value="{!Account.Name}"/></td>
</tr>
<tr><th>Account Rep</th>
<td><apex:outputText value="{!Account.Owner.Name}"/></td>
</tr>
<tr><th>Customer Since</th>
<td><apex:outputText value="{0,date,long}">
<apex:param value="{!Account.CreatedDate}"/>
</apex:outputText></td>
</tr>
</table>
</apex:page>
63
Customizing the Appearance and Output of Visualforce Pages Add a Save as PDF Feature to a Visualforce Page
<!--
This page must be called with an Account ID in the URL, e.g.:
https://<salesforceInstance>/apex/AccountContactsPdf?id=001D000000JRBet
-->
64
Customizing the Appearance and Output of Visualforce Pages Add a Save as PDF Feature to a Visualforce Page
<hr/>
<!-- A little bit of info about the page's rendering;
see how it changes when saved as a PDF. -->
contentType: <apex:outputText value=" {! renderedContentType }"/><br/>
renderingService: <apex:outputText value=" {! renderingService }"/><br/>
</apex:page>
This example has two important elements. First, the renderAs and contentType attributes of the <apex:page> component
are set dynamically using expressions. The values of these expressions control into which format the page is rendered.
The other element is the <apex:form>, which provides a user interface for saving the page to PDF. The form has one element, an
<apex:commandLink> that calls the saveToPdf action method. An <apex:param> component provides a name for the
PDF file, which is used in the controller code to set the file name.
The form is only displayed when the page is rendered as HTML; its not visible in the PDF version. This display trick is accomplished by
setting the rendered attribute on the <apex:form> component to false when the page is rendered as a PDF file.
Heres the controller extension, which you can easily reuse in your own pages.
public class SaveAsPdfExtension {
if( ! this.renderingAsHtml() ) {
// Provides a MIME type for a PDF document
renderedContentType = 'application/pdf';
65
Customizing the Appearance and Output of Visualforce Pages Add a Save as PDF Feature to a Visualforce Page
return renderedContentType;
}
}
The main part of the extension is simple. The renderingService property controls whether the page is rendered in HTML or PDF.
Its value defaults to null when the page is loaded, and changes to PDF if the saveToPdf action method is called. The renderAs
attribute of the <apex:page> component references renderingService. When its anything other than PDF the page renders
normally as HTML. When its PDF the pageyou guessed itrenders as a PDF file.
The renderedContentType property provides a MIME type value that is used by the contentType attribute of the Visualforce
<apex:page> component. Setting this value affects the server response. It adds an HTTP header that tells the client browser the
format of the responsein this case, either HTML or PDF.
The renderedContentType property also sets the file name for the downloaded PDF file. It gets the file name from the
renderedFileName property, which is set using the <apex:param> component in the page. Although its documented that
appending # and a file name to the contentType sets the file name thats sent to the client browser, this convention doesnt work.
Therefore, a header is set to provide the file name.
66
Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex
If you dont need to set the file name for the PDF download, you can ignore the renderedContentType and
renderedFileName properties. This simpler approach to adding a save to PDF function is demonstrated in Fonts Available When
Using Visualforce PDF Rendering on page 71.
<apex:pageMessages />
<apex:form >
<apex:pageBlock title="Account Summary">
</apex:pageBlockSection>
<apex:pageBlockButtons location="bottom">
<apex:commandButton action="{! sendReport }" value="Send Account Summary" />
67
Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex
</apex:pageBlockButtons>
</apex:pageBlock>
</apex:form>
</apex:page>
This page is a simple user interface. When youre generating a PDF file from Apex, all the action is in the Apex code.
In this example, that code is in the PdfEmailerController class thats specified as the pages controller.
public with sharing class PdfEmailerController {
// Form fields
public Id selectedAccount { get; set; } // Account selected on Visualforce page
public String selectedReport { get; set; } // Report selected
public String recipientEmail { get; set; } // Send to this email
ApexPages.addMessage(new
ApexPages.Message(ApexPages.Severity.ERROR,
'Errors on the form. Please correct and resubmit.'));
return null; // early out
}
// Create email
Messaging.SingleEmailMessage message = new Messaging.SingleEmailMessage();
message.setToAddresses(new String[]{ this.recipientEmail });
message.setSubject('Account summary for ' + account.Name);
message.setHtmlBody('Here\'s a summary for the ' + account.Name + ' account.');
// Create PDF
PageReference reportPage =
(PageReference)this.reportPagesIndex.get(this.selectedReport);
reportPage.getParameters().put('id', this.selectedAccount);
Blob reportPdf;
68
Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex
try {
reportPdf = reportPage.getContentAsPDF();
}
catch (Exception e) {
reportPdf = Blob.valueOf(e.getMessage());
}
ApexPages.addMessage(new
ApexPages.Message(ApexPages.Severity.INFO,
'Email sent with PDF attachment to ' + this.recipientEmail));
69
Customizing the Appearance and Output of Visualforce Pages Render a Visualforce Page as PDF from Apex
}
set;
}
Note: This error checking is inadequate for a form that must survive contact with real people. In your production code perform
more complete form validation.
Next it uses the value of the selected account to look up the name of that account. The account name is used in text thats added
to the email message. This lookup is also an opportunity to further validate the form value and ensure that a real account was selected.
It uses the Messaging.SingleEmailMessage class to assemble an email message, setting the To, Subject, and Body email
message values.
70
Customizing the Appearance and Output of Visualforce Pages Fonts Available When Using Visualforce PDF Rendering
The code creates a PageReference for the selected report format and then sets a page request parameter on it. The parameter
is named id, and its value is set to the selected accounts ID. This PageReference represents a specific request to access this
page in the context of the specified account. When getContentAsPdf() is called, the referenced Visualforce page has access
to the specified account, and the page is rendered with that accounts details.
Finally, the PDF data is added to an attachment, and the attachment is added to the email message created earlier. The message is
then sent.
When using PageReference.getContentAsPdf(), the return type of the method call is Blob, which stands for binary
large object. In Apex, the Blob data type represents untyped binary data. Its only when the reportPdf variable is added to the
Messaging.EmailFileAttachment with a content type of application/pdf that the binary data becomes a PDF file.
In addition, the call to getContentAsPdf() is wrapped in a try/catch block. If the call fails, the catch replaces the hoped
for PDF data with a Blob version of the exceptions message text.
Rendering a Visualforce page as PDF data is treated semantically as a callout to an external service for various reasons. One reason is that
the rendering service can fail in all the same ways that an external service can fail. For instance, the page references external resources
that arent available. Another example is when the page contains too much datausually in the form of imagesor the rendering time
exceeds a limit. For this reason, always wrap the getContentAsPdf() rendering call in a try/catch block when rendering a
Visualforce page as PDF data in Apex.
For completeness, heres the report template page thats rendered into PDF data by the Apex code.
<apex:page showHeader="false" standardStylesheets="false"
standardController="Account">
<!--
This page must be called with an Account ID in the request, e.g.:
https://<salesforceInstance>/apex/ReportAccountSimple?id=001D000000JRBet
-->
<table>
<tr><th>Phone</th> <td><apex:outputText value="{! Account.Phone }"/></td></tr>
<tr><th>Fax</th> <td><apex:outputText value="{! Account.Fax }"/></td></tr>
<tr><th>Website</th><td><apex:outputText value="{! Account.Website }"/></td></tr>
</table>
</apex:page>
Helvetica sans-serif
71
Customizing the Appearance and Output of Visualforce Pages Fonts Available When Using Visualforce PDF Rendering
SansSerif
Dialog
Times serif
Times
Courier monospace
Courier
Monospaced
DialogInput
Note:
These rules apply to server-side PDF rendering. Viewing pages in a web browser can have different results.
Text styled with a value not listed here uses Times. For example, if you use the word Helvetica, it renders as Times, because
thats not a supported value for the Helvetica font. We recommend using sans-serif.
Arial Unicode MS is the only multibyte font available. Its the only font that provides support for the extended character sets
of languages that dont use the Latin character set.
Web fonts arent supported when the page is rendered as a PDF file. You can use web fonts in your Visualforce pages when
theyre rendered normally.
<p>This text, which has no styles applied, is styled in the default font for the
Visualforce PDF rendering engine.</p>
<p>The fonts available when rendering a page as a PDF are as follows. The first
listed <code>font-family</code> value for each typeface is the recommended choice.</p>
72
Customizing the Appearance and Output of Visualforce Pages Fonts Available When Using Visualforce PDF Rendering
MS</span></li>
</ul></td></tr>
<tr><td><span style="font-family: Helvetica; font-size: 14pt;">Helvetica</span></td>
<td><ul>
<li><span style="font-family: sans-serif; font-size: 14pt;">sans-serif</span></li>
<li><span style="font-family: SansSerif; font-size: 14pt;">SansSerif</span></li>
<li><span style="font-family: Dialog; font-size: 14pt;">Dialog</span></li>
</ul></td></tr>
<tr><td><span style="font-family: Times; font-size: 14pt;">Times</span></td><td><ul>
<li><span style="font-family: serif; font-size: 14pt;">serif</span></li>
<li><span style="font-family: Times; font-size: 14pt;">Times</span></li>
</ul></td></tr>
<tr><td><span style="font-family: Courier; font-size: 14pt;">Courier</span></td>
<td><ul>
<li><span style="font-family: monospace; font-size: 14pt;">monospace</span></li>
<li><span style="font-family: Courier; font-size: 14pt;">Courier</span></li>
<li><span style="font-family: Monospaced; font-size: 14pt;">Monospaced</span></li>
<li><span style="font-family: DialogInput; font-size: 14pt;">DialogInput</span></li>
</ul></td></tr>
</table>
<p><strong>Notes:</strong>
<ul>
<li>These rules apply to server-side PDF rendering. You might see different results
when viewing this page in a web browser.</li>
<li>Text styled with any value besides those listed above receives the default font
style, Times. This means that, ironically, while Helvetica's synonyms render as
Helvetica, using "Helvetica" for the font-family style renders as Times.
We recommend using "sans-serif".</li>
<li>Arial Unicode MS is the only multibyte font available, providing support for the
extended character sets of languages that don't use the Latin character set.</li>
</ul>
</p>
</apex:page>
The preceding page uses the following controller, which provides a simple Save to PDF function.
public with sharing class SaveToPDF {
73
Customizing the Appearance and Output of Visualforce Pages Visualforce PDF Rendering Considerations and Limitations
<br/>
This is a sample page: API version 28.0
</body>
</apex:page>
Arial Unicode MS is the only font supported for extended character sets that include multibyte characters.
If you use inline CSS styles, set the API version to 28.0 or later. Also set <apex:page applyBodyTag="false">, and add
static, valid <head> and <body> tags to your page, as in the previous example.
The maximum response size when creating a PDF file must be less than 15 MB before being rendered as a PDF file. This limit is the
standard limit for all Visualforce requests.
The maximum file size for a generated PDF file is 60 MB.
The maximum total size of all images included in a generated PDF is 30 MB.
PDF rendering doesnt support images encoded in the data: URI scheme format.
The following components dont support double-byte fonts when rendered as PDF.
74
Customizing the Appearance and Output of Visualforce Pages Component Behavior When Rendered as PDF
<apex:pageBlock>
<apex:sectionHeader>
These components arent recommended for use in pages rendered as PDF.
If an <apex:dataTable> or <apex:pageBlockTable> has no <apex:column> components that are rendered,
rendering the page as PDF fails. To work around this issue, set the table components rendered attribute to false if none of
its child <apex:column> components are rendered.
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Customizing the Appearance and Output of Visualforce Pages Component Behavior When Rendered as PDF
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Customizing the Appearance and Output of Visualforce Pages Component Behavior When Rendered as PDF
<apex:panelBar>
<apex:panelBarItem>
<apex:relatedList>
<apex:scontrol>
<apex:sectionHeader>
<apex:selectCheckboxes>
<apex:selectList>
<apex:selectOption>
<apex:selectOptions>
<apex:selectRadio>
<apex:tab>
<apex:tabPanel>
<apex:toolbar>
<apex:toolbarGroup>
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CHAPTER 5 Standard Controllers
A Visualforce controller is a set of instructions that specify what happens when a user interacts with the components specified in associated
Visualforce markup, such as when a user clicks a button or link. Controllers also provide access to the data that should be displayed in a
page, and can modify component behavior.
The Force.com platform provides a number of standard controllers that contain the same functionality and logic that are used for standard
Salesforce pages. For example, if you use the standard Accounts controller, clicking a Save button in a Visualforce page results in the
same behavior as clicking Save on a standard Account edit page.
A standard controller exists for every Salesforce object that can be queried using the Force.com API.
The following topics include additional information about using standard controllers:
Associating a Standard Controller with a Visualforce Page
Accessing Data with a Standard Controller
Using Standard Controller Actions
Validation Rules and Standard Controllers
Styling Pages that Use Standard Controllers
Checking for Object Accessibility
Custom Controllers and Controller Extensions
Note: When you use the standardController attribute on the <apex:page> tag, you cannot use the controller
attribute at the same time.
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Standard Controllers Using Standard Controller Actions
Note: For the getter method to succeed, the record specified by the id query string parameter in the URL must be of the same
type as the standard controller. For example, a page that uses the Account standard controller can only return an account record.
If a contact record ID is specified by the id query string parameter, no data is returned by the {!account} expression.
As with queries in the Force.com API, you can use merge field syntax to retrieve data from related records:
You can traverse up to five levels of child-to-parent relationships. For example, if using the Contact standard controller, you can use
{!contact.Account.Owner.FirstName} (a three-level child-to-parent relationship) to return the name of the owner
of the account record that is associated with the contact.
You can traverse one level of parent-to-child relationships. For example, if using the Account standard controller, you can use
{!account.Contacts} to return an array of all contacts associated with the account that is currently in context.
Action Description
save Inserts a new record or updates an existing record if it is currently in context. After this operation is
finished, the save action returns the user to the original page (if known), or navigates the user to
the detail page for the saved record.
quicksave Inserts a new record or updates an existing record if it is currently in context. Unlike the save action,
this page does not redirect the user to another page.
edit Navigates the user to the edit page for the record that is currently in context. After this operation is
finished, the edit action returns the user to the page where the user originally invoked the action.
delete Deletes the record that is currently in content. After this operation is finished, the delete action
either refreshes the page or sends the user to tab for the associated object.
cancel Aborts an edit operation. After this operation is finished, the cancel action returns the user to the
page where the user originally invoked the edit.
list Returns a PageReference object of the standard list page, based on the most recently used list filter
for that object. For example, if the standard controller is contact, and the last filtered list that the
user viewed is New Last Week, the contacts created in the last week are displayed.
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Standard Controllers Validation Rules and Standard Controllers
For example, the following page allows you to update an account. When you click Save, the save action is triggered on the standard
controller, and the account is updated.
<apex:page standardController="Account">
<apex:form>
<apex:pageBlock title="My Content" mode="edit">
<apex:pageBlockButtons>
<apex:commandButton action="{!save}" value="Save"/>
</apex:pageBlockButtons>
<apex:pageBlockSection title="My Content Section" columns="2">
<apex:inputField value="{!account.name}"/>
<apex:inputField value="{!account.site}"/>
<apex:inputField value="{!account.type}"/>
<apex:inputField value="{!account.accountNumber}"/>
</apex:pageBlockSection>
</apex:pageBlock>
</apex:form>
</apex:page>
Note: Remember, for this page to display account data, the ID of a valid account record must be specified as a query parameter
in the URL for the page. For example:
https://Salesforce_instance/apex/myPage?id=001x000xxx3Jsxb
Displaying Field Values with Visualforce on page 19 has more information about retrieving the ID of a record.
Note: Command buttons and links that are associated with save, quicksave, edit, or delete actions in a standard
controller are only rendered if the user has the appropriate permissions. Likewise, if no particular record is associated with a page,
command buttons and links associated with the edit and delete actions are not rendered.
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Standard Controllers Checking for Object Accessibility
To use the styling associated with a custom Visualforce tab, set the attribute to the name (not label) of the tab followed by a
double-underscore and the word tab. For example, to use the styling of a Visualforce tab with the name Source and a label Sources, use:
<apex:page standardController="Account" tabStyle="Source__tab">
</apex:page>
Alternatively, you can override standard controller page styles with your own custom stylesheets and inline styles.
SEE ALSO:
Styling Visualforce Pages
It is good practice to provide an alternative message if a user cannot access an object. For example:
<apex:page standardController="Lead">
<apex:pageBlock rendered="{!$ObjectType.Lead.accessible}">
<p>This text will display if you can see the Lead object.</p>
</apex:pageBlock>
<apex:pageBlock rendered="{! NOT($ObjectType.Lead.accessible) }">
<p>Sorry, but you cannot see the data because you do not have access to the Lead
object.</p>
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Standard Controllers Checking for Object Accessibility
</apex:pageBlock>
</apex:page>
82
CHAPTER 6 Standard List Controllers
Standard list controllers allow you to create Visualforce pages that can display or act on a set of records. Examples of existing Salesforce
pages that work with a set of records include list pages, related lists, and mass action pages. Standard list controllers can be used with
the following objects:
Account
Asset
Campaign
Case
Contact
Contract
Idea
Lead
Opportunity
Order
Product2
Solution
User
Custom objects
The following topics include additional information about using standard list controllers:
Associating a Standard List Controller with a Visualforce Page
Accessing Data with List Controllers
Using Standard List Controller Actions
Using List Views with Standard List Controllers
Overriding Tabs Using a Standard List Controller
Adding Custom List Buttons using Standard List Controllers
SEE ALSO:
Building a Custom Controller
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Standard List Controllers Accessing Data with List Controllers
For example, to associate a page with the standard list controller for accounts, use the following markup:
<apex:page standardController="Account" recordSetVar="accounts">
Note: When you use the standardController attribute on the <apex:page> tag, you cant use the controller
attribute at the same time.
The recordSetVar attribute not only indicates that the page uses a list controller, it sets the variable name of the record collection.
This variable can be used to access data in the record collection.
This results in a page that lists all the account names in your organization:
Note: This page does not specify a filter in the request, so the page is displayed with the last used filter. For information on using
filters with list controllers, see Using List Views with Standard List Controllers on page 86.
As with queries in the Force.com API, you can use expression language syntax to retrieve data from related records. As with standard
controllers, you can traverse up to five levels of child-to-parent relationships and one level of parent-to-child relationships.
When using a standard list controller, the returned records sort on the first column of data, as defined by the current view, even if that
column is not rendered. When using an extension or custom list controller, you can control the sort method.
Note: No more than 10,000 records can be returned by a standard list controller. Custom controllers can work with larger results
sets. See Working with Large Sets of Data on page 100.
SEE ALSO:
Force.com SOQL and SOSL Reference: Relationship Queries
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Standard List Controllers Using Standard List Controller Actions
Action Description
save Inserts new records or updates existing records that have been changed. After this operation is
finished, the save action returns the user to the original page, if known, or the home page.
quicksave Inserts new records or updates existing records that have been changed. Unlike the save action,
quicksave does not redirect the user to another page.
list Returns a PageReference object of the standard list page, based on the most recently used list filter
for that object when the filterId is not specified by the user.
cancel Aborts an edit operation. After this operation is finished, the cancel action returns the user to the
page where the user originally invoked the edit.
In the following example, the user specifies a filter for viewing account records. When the user clicks Go, the standard list page displays,
using the selected filter.
<apex:page standardController="Account" recordSetVar="accounts">
<apex:form>
<apex:selectList value="{!filterid}" size="1">
<apex:selectOptions value="{!listviewoptions}"/>
</apex:selectList>
<apex:commandButton value="Go" action="{!list}"/>
</apex:form>
</apex:page>
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Standard List Controllers Pagination with a List Controller
By default, a list controller returns 20 records on the page. To control the number of records displayed on each page, use a controller
extension to set the pageSize. For information on controller extensions, see Building a Controller Extension on page 93.
Note: When you use pagination, an exception is thrown when there are modified rows in the collection. This includes any new
rows added to the collection through an extension action. The handling of error messages in this case follows the standard behavior
and can either be displayed upon the page. For example, you can use the <apex:pageMessages> or <apex:messages>
component to display an error message to the user.
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Standard List Controllers Using List Views with Standard List Controllers
</apex:pageBlock>
</apex:page>
When you open that page, you'll see something like the following:
This page is associated with the standard account controller and the <apex:selectlist> component is populated by
{!listviewoptions}, which evaluates to the list views the user can see. When the user chooses a value from the drop-down
list, it is bound to the filterId property for the controller. When the filterId is changed, the records available to the page
changes, so, when the <apex:datalist> is updated, that value is used to update the list of records available to the page.
You can also use a view list on an edit page, like the following:
<apex:page standardController="Opportunity" recordSetVar="opportunities"
tabStyle="Opportunity"
sidebar="false">
<apex:form>
<apex:pageBlock>
<apex:pageMessages/>
<apex:pageBlock>
<apex:panelGrid columns="2">
<apex:outputLabel value="View:"/>
<apex:selectList value="{!filterId}" size="1">
<apex:actionSupport event="onchange" rerender="opp_table"/>
<apex:selectOptions value="{!listviewoptions}"/>
</apex:selectList>
</apex:panelGrid>
</apex:pageBlock>
<apex:pageBlockButtons>
<apex:commandButton value="Save" action="{!save}"/>
</apex:pageBlockButtons>
<apex:pageBlockTable value="{!opportunities}" var="opp" id="opp_table">
<apex:column value="{!opp.name}"/>
<apex:column headerValue="Stage">
<apex:inputField value="{!opp.stageName}"/>
</apex:column>
<apex:column headerValue="Close Date">
<apex:inputField value="{!opp.closeDate}"/>
</apex:column>
</apex:pageBlockTable>
</apex:pageBlock>
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Standard List Controllers Editing Records with List Controllers
</apex:form>
</apex:page>
Note: If the user changes the list view, an exception is thrown if there are modified rows in the collection. The handling of error
messages in this case follows the standard behavior and can either be displayed upon the page. For example, you can use the
<apex:pageMessages> or <apex:messages> component to display an error message to the user.
you see a page that allows you to update and save the Stage and Close Date on your opportunities, like the following:
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Standard List Controllers Editing Records with List Controllers
For more information, see Mass-Updating Records with a Custom List Controller on page 140.
Note: Command buttons and links that are associated with save, quicksave, or edit actions in a list controller are not
rendered if the user does not have the appropriate permissions. Likewise if no particular record is associated with a page, command
buttons and links associated with the edit actions are not rendered.
89
CHAPTER 7 Custom Controllers and Controller Extensions
Standard controllers can provide all the functionality you need for a Visualforce page because they include the same logic that is used
for a standard page. For example, if you use the standard Accounts controller, clicking a Save button in a Visualforce page results in the
same behavior as clicking Save on a standard Account edit page.
However, if you want to override existing functionality, customize the navigation through an application, use callouts or Web services,
or if you need finer control for how information is accessed for your page, you can write a custom controller or a controller extension
using Apex:
What are Custom Controllers and Controller Extensions?
Building a Custom Controller
Building a Controller Extension
Controller Methods
Controller Class Security
Considerations for Creating Custom Controllers and Controller Extensions
Order of Execution in a Visualforce Page
Testing Custom Controllers and Controller Extensions
Validation Rules and Custom Controllers
Using the transient Keyword
Note: Although custom controllers and controller extension classes execute in system mode and thereby ignore user permissions
and field-level security, you can choose whether they respect a user's organization-wide defaults, role hierarchy, and sharing rules
by using the with sharing keywords in the class definition. For information, see Using the with sharing or without
sharing Keywords in the Apex Developer Guide.
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Custom Controllers and Controller Extensions Building a Custom Controller
public MyController() {
account = [SELECT Id, Name, Site FROM Account
WHERE Id = :ApexPages.currentPage().getParameters().get('id')];
}
The following Visualforce markup shows how the custom controller above can be used in a page:
<apex:page controller="myController" tabStyle="Account">
<apex:form>
<apex:pageBlock title="Congratulations {!$User.FirstName}">
You belong to Account Name: <apex:inputField value="{!account.name}"/>
<apex:commandButton action="{!save}" value="save"/>
</apex:pageBlock>
</apex:form>
</apex:page>
The custom controller is associated with the page because of the controller attribute of the <apex:page> component.
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Custom Controllers and Controller Extensions Building a Custom Controller
As with standard controllers and controller extensions, custom controller methods can be referenced with {! } notation in the
associated page markup. In the example above, the getAccount method is referenced by the <apex:inputField> tag's
value attribute, while the <apex:commandButton> tag references the save method with its action attribute.
Note: Like other Apex classes, all custom controllers run in system mode. Consequently, the current user's credentials are not
used to execute controller logic, and the user's permissions and field-level security do not apply.
You can choose whether a custom controller respects a user's organization-wide defaults, role hierarchy, and sharing rules by
using the with sharing keywords in the class definition. For information, see Using the with sharing or without
sharing Keywords in the Apex Developer Guide.
A custom controller can also be used to create new records. For example:
public class NewAndExistingController {
public NewAndExistingController() {
Id id = ApexPages.currentPage().getParameters().get('id');
account = (id == null) ? new Account() :
[SELECT Name, Phone, Industry FROM Account WHERE Id = :id];
}
return (redirectSuccess);
}
}
The following Visualforce markup shows how the custom controller above can be used in a page:
<apex:page controller="NewAndExistingController" tabstyle="Account">
<apex:form>
<apex:pageBlock mode="edit">
<apex:pageMessages/>
<apex:pageBlockSection>
<apex:inputField value="{!Account.name}"/>
<apex:inputField value="{!Account.phone}"/>
<apex:inputField value="{!Account.industry}"/>
</apex:pageBlockSection>
<apex:pageBlockButtons location="bottom">
<apex:commandButton value="Save" action="{!save}"/>
</apex:pageBlockButtons>
</apex:pageBlock>
</apex:form>
</apex:page>
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Custom Controllers and Controller Extensions Building a Controller Extension
The following Visualforce markup shows how the controller extension from above can be used in a page:
<apex:page standardController="Account" extensions="myControllerExtension">
{!greeting} <p/>
<apex:form>
<apex:inputField value="{!account.name}"/> <p/>
<apex:commandButton value="Save" action="{!save}"/>
</apex:form>
</apex:page>
The extension is associated with the page using the extensions attribute of the <apex:page> component.
As with all controller methods, controller extension methods can be referenced with {! } notation in page markup. In the example
above, the {!greeting} expression at the top of the page references the controller extension's getGreeting method.
Because this extension works in conjunction with the Account standard controller, the standard controller methods are also available.
For example, the value attribute in the <apex:inputField> tag retrieves the name of the account using standard controller
functionality. Likewise, the <apex:commandButton> tag references the standard account save method with its action
attribute.
Multiple controller extensions can be defined for a single page through a comma-separated list. This allows for overrides of methods
with the same name. For example, if the following page exists:
<apex:page standardController="Account"
extensions="ExtOne,ExtTwo" showHeader="false">
<apex:outputText value="{!foo}" />
</apex:page>
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Custom Controllers and Controller Extensions Building a Custom List Controller
The value of the <apex:outputText> component renders as foo-One. Overrides are defined by whichever methods are defined
in the leftmost extension, or, the extension that is first in the comma-separated list. Thus, the getFoo method of ExtOne is
overriding the method of ExtTwo.
Note: Like other Apex classes, controller extensions run in system mode. Consequently, the current user's credentials are not
used to execute controller logic, and the user's permissions and field-level security do not apply. However, if a controller extension
extends a standard controller, the logic from the standard controller does not execute in system mode. Instead, it executes in user
mode, in which the permissions, field-level security, and sharing rules of the current user apply.
You can choose whether a controller extension respects a user's organization-wide defaults, role hierarchy, and sharing rules by
using the with sharing keywords in the class definition. For information, see Using the with sharing or without
sharing Keywords in the Apex Developer Guide.
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Custom Controllers and Controller Extensions Building a Custom List Controller
Note: The list of sObjects returned by getRecords() is immutable. For example, you cant call clear() on it. You can
make changes to the sObjects contained in the list, but you cant add items to or remove items from the list itself.
The following Visualforce markup shows how the custom controller above can be used in a page:
<apex:page controller="opportunityList2Con">
<apex:pageBlock>
<apex:pageBlockTable value="{!opportunities}" var="o">
<apex:column value="{!o.Name}"/>
<apex:column value="{!o.CloseDate}"/>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:page>
You can also create a custom list controller that uses anti- and semi-joins as part of the SOQL query. The following code is implemented
as an extension to the account standard controller:
public with sharing class AccountPagination {
private final Account acct;
The page that displays these records uses a mix of standard list controller actions, but depends on iterating over the records returned
from the custom list controller:
<apex:page standardController="Account" recordSetVar="accounts"
extensions="AccountPagination">
<apex:pageBlock title="Viewing Accounts">
<apex:form id="theForm">
<apex:pageBlockSection >
<apex:dataList value="{!accountPagination}" var="acct" type="1">
{!acct.name}
</apex:dataList>
</apex:pageBlockSection>
<apex:panelGrid columns="2">
<apex:commandLink action="{!previous}">Previous</apex:commandlink>
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Custom Controllers and Controller Extensions Controller Methods
<apex:commandLink action="{!next}">Next</apex:commandlink>
</apex:panelGrid>
</apex:form>
</apex:pageBlock>
</apex:page>
Controller Methods
Visualforce markup can use the following types of controller extension and custom controller methods:
Action
Getter
Setter
Action Methods
Action methods perform logic or navigation when a page event occurs, such as when a user clicks a button, or hovers over an area of
the page. Action methods can be called from page markup by using {! } notation in the action parameter of one of the following
tags:
<apex:commandButton> creates a button that calls an action
<apex:commandLink> creates a link that calls an action
<apex:actionPoller> periodically calls an action
<apex:actionSupport> makes an event (such as onclick, onmouseover, and so on) on another, named component, call
an action
<apex:actionFunction> defines a new JavaScript function that calls an action
<apex:page> calls an action when the page is loaded
For example, in the sample page in Building a Custom Controller on page 91, the controller's save method is called by the action
parameter of the <apex:commandButton> tag. Other examples of action methods are discussed in Defining Action Methods on
page 123.
Getter Methods
Getter methods return values from a controller. Every value that is calculated by a controller and displayed in a page must have a
corresponding getter method, including any Boolean variables. For example, in the sample page in Building a Custom Controller on
page 91, the controller includes a getAccount method. This method allows the page markup to reference the account member
variable in the controller class with {! } notation. The value parameter of the <apex:inputField> tag uses this notation
to access the account, and dot notation to display the account's name. Getter methods must always be named getVariable.
Important: Its a best practice for getter methods to be idempotent, that is, to not have side effects. For example, dont increment
a variable, write a log message, or add a new record to the database. Visualforce doesnt define the order in which getter methods
are called, or how many times they might be called in the course of processing a request. Design your getter methods to produce
the same outcome, whether they are called once or multiple times for a single page request.
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Custom Controllers and Controller Extensions Controller Methods
Setter Methods
Setter methods pass user-specified values from page markup to a controller. Any setter methods in a controller are automatically executed
before any action methods.
For example, the following markup displays a page that implements basic search functionality for Leads. The associated controller
includes getter and setter methods for the search box input, and then uses the search text to issue a SOSL query when the user clicks
Go!. Although the markup doesnt explicitly call the search text setter method, it executes before the doSearch action method when
a user clicks the command button:
<apex:page controller="theController">
<apex:form>
<apex:pageBlock mode="edit" id="block">
<apex:pageBlockSection>
<apex:pageBlockSectionItem>
<apex:outputLabel for="searchText">Search Text</apex:outputLabel>
<apex:panelGroup>
<apex:inputText id="searchText" value="{!searchText}"/>
<apex:commandButton value="Go!" action="{!doSearch}"
rerender="block" status="status"/>
</apex:panelGroup>
</apex:pageBlockSectionItem>
</apex:pageBlockSection>
<apex:actionStatus id="status" startText="requesting..."/>
<apex:pageBlockSection title="Results" id="results" columns="1">
<apex:pageBlockTable value="{!results}" var="l"
rendered="{!NOT(ISNULL(results))}">
<apex:column value="{!l.name}"/>
<apex:column value="{!l.email}"/>
<apex:column value="{!l.phone}"/>
</apex:pageBlockTable>
</apex:pageBlockSection>
</apex:pageBlock>
</apex:form>
</apex:page>
The following class is the controller for the page markup above:
public class theController {
String searchText;
List<Lead> results;
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Custom Controllers and Controller Extensions Controller Methods
While a getter method is always required to access values from a controller, its not always necessary to include a setter method to pass
values into a controller. If a Visualforce component is bound to an sObject that is stored in a controller, the sObject's fields are automatically
set if changed by the user, as long as the sObject is saved or updated by a corresponding action method. An example of this behavior
is shown in the sample page in Building a Custom Controller on page 91.
Setter methods must always be named setVariable.
Important: Its a best practice for setter methods to be idempotent, that is, to not have side effects. For example, dont increment
a variable, write a log message, or add a new record to the database. Visualforce doesnt define the order in which setter methods
are called, or how many times they might be called in the course of processing a request. Design your setter methods to produce
the same outcome, whether they are called once or multiple times for a single page request.
The following custom controller has the exact same methods. However, getContactMethod2 calls contactMethod1, so the
variable c is always set, and always contains the correct value when returned.
public class conVsGood {
Contact c;
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Custom Controllers and Controller Extensions Controller Class Security
}
}
The following markup shows two pages that call these controllers. The Visualforce markup is identical, only the controller name is
changed:
<apex:page controller="conVsGood">
getContactMethod2(): {!contactMethod2.name}<br/>
getContactMethod1(): {!contactMethod1.name}
</apex:page>
<apex:page controller="conVsBad">
getContactMethod2(): {!contactMethod2.name}<br/>
getContactMethod1(): {!contactMethod1.name}
</apex:page>
Note: If youve installed a managed package in your org, you can set security only for the Apex classes in the package that are
declared as global or for classes that contain methods declared as webService.
If users have the Author Apex permission, they can access all Apex classes in the associated organization, regardless of the security
settings for individual classes.
Permission for an Apex class is checked only at the top level. For example, if class A calls class B, and a user profile has access only to
class A but not class B, the user can still execute the code in class A. Likewise, if a Visualforce page uses a custom component with an
associated controller, security is only checked for the controller associated with the page. The controller associated with the custom
component executes regardless of permissions.
To set Apex class security from the class list page:
1. From Setup, enter Apex Classes in the Quick Find box, then select Apex Classes.
2. Next to the name of the class that you want to restrict, click Security.
3. Select the profiles that you want to enable from the Available Profiles list and click Add, or select the profiles that you want to disable
from the Enabled Profiles list and click Remove.
4. Click Save.
To set Apex class security from the class detail page:
1. From Setup, enter Apex Classes in the Quick Find box, then select Apex Classes.
2. Click the name of the class that you want to restrict.
3. Click Security.
4. Select the profiles that you want to enable from the Available Profiles list and click Add, or select the profiles that you want to disable
from the Enabled Profiles list and click Remove.
5. Click Save.
SEE ALSO:
Security Tips for Apex and Visualforce Development
99
Custom Controllers and Controller Extensions Working with Large Sets of Data
Note: You can only iterate over large sets of data if you specify read-only mode for the entire page.
SEE ALSO:
Setting Read-Only Mode for an Entire Page
Setting Read-Only Mode for Controller Methods
The controller for this page is also simple, but illustrates how you can calculate summary statistics for display on a page:
public class SummaryStatsController {
public Integer getVeryLargeSummaryStat() {
Integer closedOpportunityStats =
[SELECT COUNT() FROM Opportunity WHERE Opportunity.IsClosed = true];
return closedOpportunityStats;
}
}
Normally, queries for a single Visualforce page request may not retrieve more than 50,000 rows. In read-only mode, this limit is relaxed
to allow querying up to 1,000,000 rows.
In addition to querying many more rows, the readOnly attribute also increases the maximum number of items in a collection that
can be iterated over using components such as <apex:dataTable>, <apex:dataList>, and <apex:repeat>. This limit
increased from 1,000 items to 10,000. Here is a simple controller and page demonstrating this:
public class MerchandiseController {
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Custom Controllers and Controller Extensions Setting Read-Only Mode for Controller Methods
}
}
While Visualforce pages that use read-only mode for the entire page cant use data manipulation language (DML) operations, they can
call getter, setter, and action methods which affect form and other user interface elements on the page, make additional read-only
queries, and so on.
SEE ALSO:
Setting Read-Only Mode for an Entire Page
"ReadOnly Annotation" in the Force.com Apex Code Developer's Guide
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Custom Controllers and Controller Extensions Order of Execution in a Visualforce Page
Unless a class has a method defined as webService, custom extension and controller classes and methods are generally defined
as public. If a class includes a web service method, it must be defined as global.
Use sets, maps, or lists when returning data from the database. This makes your code more efficient because the code makes fewer
trips to the database.
The Apex governor limits for Visualforce controller extensions and custom controllers are the same as the limits for anonymous block
or WSDL methods. For more information about governor limits, see Execution Governors and Limits in the Appendix.
If you are building a custom controller or controller extension, be careful that you do not inadvertently expose sensitive data that
would normally be hidden from users. Consider using the with sharing keywords on class definitions to enforce permissions.
Also be careful using Web services, which are secured as top-level entry points by the profile, but execute in the system context
once they are initiated.
Apex methods and variables are not instantiated in a guaranteed order. For more information, see Getting and Setting Data with a
Custom Extension or Controller on page 98.
You can't use data manipulation language (DML) operations in a getxxx method in a controller. For example, if your controller had
a getName method, you could not use insert or update in the method to create an object.
You can't use data manipulation language (DML) operations in a constructor method in a controller.
You can't use the @future annotation in a getxxx or setxxx method in a controller, or in the constructor for a controller.
Primitive Apex data types such as String or Integer are passed by value to the component's controller.
Non-primitive Apex data types such as lists and sObjects are passed by reference to component's controller. This means that if
component's controller changes the name of an account, the changes are available in page's controller.
If your org uses person accounts
When referencing an account record's name field with a custom controller using the <apex:inputField> component
you must specify isPersonAccount in your query.
If you create a new account and set name, the record will be a business account. If you create a new account and set lastname,
it will be a person account.
As a best practice, create a custom name formula field that will render properly for both person accounts and business accounts,
then use that field instead of the standard field in your Visualforce pages.
If you plan on including your Visualforce page in a Force.com AppExchange package, in your controller or controller extension,
you cannot explicitly reference fields that exist only in a person account.
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Custom Controllers and Controller Extensions Order of Execution for Visualforce Page Get Requests
Note: The maximum response size from a Visualforce page request must be below 15 MB.
103
Custom Controllers and Controller Extensions Order of Execution for Visualforce Page Get Requests
In the diagram above the user initially requests a page, either by entering a URL or clicking a link or button. This initial page request is
called the get request.
1. The constructor methods on the associated custom controller or controller extension classes are called, instantiating the controller
objects.
2. If the page contains any custom components, they are created and the constructor methods on any associated custom controllers
or controller extensions are executed. If attributes are set on the custom component using expressions, the expressions are evaluated
after the constructors are evaluated.
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Custom Controllers and Controller Extensions Order of Execution for Visualforce Page Postback Requests
3. The page then executes any assignTo attributes on any custom components on the page. After the assignTo methods are
executed, expressions are evaluated, the action attribute on the <apex:page> component is evaluated, and all other method
calls, such as getting or setting a property value, are made.
4. If the page contains an <apex:form> component, all of the information necessary to maintain the state of the database between
page requests is saved as an encrypted view state. The view state is updated whenever the page is updated.
5. The resulting HTML is sent to the browser. If there are any client-side technologies on the page, such as JavaScript, the browser
executes them.
As the user interacts with the page, the page contacts the controller objects as required to execute action, getter, and setter methods.
Once a new get request is made by the user, the view state and controller objects are deleted.
Note: If the user is redirected to a page that uses the same controller and the same or a proper subset of controller extensions,
a postback request is made. When a postback request is made, the view state is maintained.
If the user interaction requires a page update, such as when the user clicks a Save button that triggers a save action, a postback request
is made. For more information on postback requests, see Order of Execution for Visualforce Page Postback Requests on page 105.
For a specific example of a get request, see Examples of Visualforce Page Execution Order on page 107.
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Custom Controllers and Controller Extensions Order of Execution for Visualforce Page Postback Requests
1. During a postback request, the view state is decoded and used as the basis for updating the values on the page.
Note: A component with the immediate attribute set to true bypasses this phase of the request. In other words, the
action executes, but no validation is performed on the inputs and no data changes on the page.
2. After the view state is decoded, expressions are evaluated and set methods on the controller and any controller extensions, including
set methods in controllers defined for custom components, are executed.
These method calls do not update the data unless all methods are executed successfully. For example, if one of the methods updates
a property and the update is not valid due to validation rules or an incorrect data type, the data is not updated and the page redisplays
with the appropriate error messages.
106
Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
3. The action that triggered the postback request is executed. If that action completes successfully, the data is updated. If the postback
request returns the user to the same page, the view state is updated.
Note: The action attribute on the <apex:page> component is not evaluated during a postback request. It is only
evaluated during a get request.
Tip: You can use the setRedirect attribute on a pageReference to control whether a postback or get request is
executed. If setRedirect is set to true, a get request is executed. Setting it to false does not ignore the restriction that a
postback request will be executed if and only if the target uses the same controller and a proper subset of extensions. If
setRedirect is set to false, and the target does not meet those requirements, a get request will be made.
Once the user is redirected to another page, the view state and controller objects are deleted.
For a specific example of a postback request, see Examples of Visualforce Page Execution Order on page 107.
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Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
public myController() {
account = [select id, name, site, NumberOfEmployees, Industry from Account
where id = :ApexPages.currentPage().getParameters().get('id')];
}
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Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
for="acctIndustry"/>
<apex:actionRegion>
<apex:inputField value="{!account.Industry}" id="acctIndustry">
status="status"/>
</apex:inputField>
</apex:actionRegion>
</apex:pageBlockSectionItem>
</apex:pageBlockSection>
<apex:pageBlockButtons location="bottom">
<apex:commandButton action="{!save}" value="Save"/>
<apex:commandButton action="{!cancel}" value="Cancel" immediate="true"/>
</apex:pageBlockButtons>
</apex:pageBlock>
</apex:form>
</apex:page>
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Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
Let's trace the lifecycle to see why the page displays what it does. Since you've requested the page directly by entering a URL, this page
is the result of a get request, not a postback request.
1. The first thing that happens in a get request is that constructor methods on the custom controller and controller extension are called.
The myController method is the constructor on the controller and the lifecycle method is the constructor on the
extension. Those are executed and the two objects now exist. The controller now has a variable, called account, that is the result
of a query that uses the id parameter from the URL, to identify which account object to query. The extension now has a variable,
called acct, that is created by calling the getAccount method on the controller. The getAccount method has no side-effects.
2. The next step in a get request is to create the custom components and execute constructor methods on associated controllers or
controller extensions. The page includes one custom component:
<c:editMode value="{!$CurrentPage.parameters.key}"/>
This custom component has an associated controller, but the controller has no explicit constructor. As with all Apex objects without
explicit constructors, the object is created using an implicit, no-argument, public constructor. As part of creating the custom
component, the value attribute on the custom component is set. In this case, it is equal to the result of the expression
{!$CurrentPage.parameters.key}. Since we did not specify the key attribute in the URL, value is set to null.
3. After custom components are created, all assignTo attributes on those custom components are executed. An assignTo
attribute is a setter method that assigns the value of this attribute to a class variable in the associated custom component controller.
The editMode custom component does have an assignTo method, so it is executed. The assignTo method sets
selectedValue on the attribute to the value attribute. The value attribute is set to null, so selectedValue is set to
null.
4. The next step in a get request is evaluation of the action attribute on the <apex:page> component , expressions, and the
required getter and setter methods. Although we'll step through these below, remember that the order of these evaluations is
indeterminate and may be different than the following:
The <apex:page> component has an action attribute which calls the resetEmp method on the extension. That
method sets the numberofemployees field on the acct object to 10.
There are several expressions that evaluate on the page. Let's focus on three:
<apex:pageBlock title="{!greeting}">
The title attribute on <apex:pageblock> calls the getter method on the lifecycle extension getGreeting.
This is rendered on the page as Global Media Current Information.
set {
selectedValue = value;
// Side effect here - don't do this!
editMode = (value != null);
}
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Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
Since value is null, EditMode is set to false. Note, however, that there is a side-effect in the setter method for
EditMode. As part of setting editMode, we also setselectedValue to value. Since value is null, this doesn't
change anything, but this behavior has an impact in a later example.
5. Since the <apex:form> component isn't rendered, the view state isn't created.
6. The last step in the get request is to send the HTML to the browser, which renders the HTML.
Let's trace the lifecycle again. This page is also the result of a get request:
1. The first thing that happens in a get request is that constructor methods on the custom controller and controller extension are called.
The myController method is the constructor on the controller and the lifecycle method is the constructor on the
extension. These are executed and the two objects now exist. The controller now has a variable, called account, that is the result
of a query that uses the id parameter from the URL to identify which account record to query. The extension now has a variable,
called acct, that is created by calling the getAccount method on the controller.
2. The next step in a get request is to create the custom components and execute constructor methods on associated controllers or
controller extensions. The page includes one custom component:
<c:editMode value="{!$CurrentPage.parameters.key}"/>
This custom component has an associated controller without a constructor, so the controller object is created using an implicit,
no-argument, public constructor. As part of creating the custom component, the value attribute on the custom component is
set. In this case, it is equal to the result of the expression {!$CurrentPage.parameters.key}. We specified the key
attribute as false, so value is set to false.
3. After custom components are created, all assignTo attributes on those custom components are executed. The assignTo
method sets selectedValue on the attribute to the value attribute. The value attribute is set to false, so selectedValue
is set to false.
4. The next step in a get request is evaluation of the action attribute on the <apex:page> component , expressions, and the
required getter and setter methods. Although we'll step through these below, remember that the order of these evaluations is
indeterminate and may be different than the following:
The <apex:page> component has an action attribute which calls the resetEmp method on the extension. That
method sets the numberofemployees field on the acct object to 10.
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Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
Of the expressions on the page, let's see how our chosen three are evaluated:
<apex:pageBlock title="{!greeting}">
The title attribute on <apex:pageblock> calls the getter method on the lifecycle extension getGreeting. It
is rendered on the page as Global Media Current Information.
<apex:form rendered="{!$CurrentPage.parameters.key = 'true'}">
The rendered attribute on <apex:form> is set based on the value of the key parameter. We set key to false when
calling the page, so the form is not rendered.
Value = {!value}<br/> selectedValue = {!selectedValue}<br/> EditMode = {!EditMode}
This expression occurs in the custom component. Since value is not null, EditMode is set to true. At this point,
selectedValue is set to null. Remember, however, that the setter method for EditMode has a side-effect. In this
case, the side-effect sets selectedValue to the value attribute on the custom component. Since value is set to
false, selectedValue is set to false. This illustrates why you should not use side-effects in your methods. If the
evaluation order were different, and the value for selectedValue were determined before the setter for EditMode
was evaluated, selectedValue would still be null. Execution order is not guaranteed, and the result for
selectedValue could change the next time this page is visited.
5. Since the <apex:form> component isn't rendered, the view state isn't created
6. The last step in the get request is to send the HTML to the browser, which renders the HTML.
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Custom Controllers and Controller Extensions Examples of Visualforce Page Execution Order
2. The next step in a get request is to create the custom components and execute constructor methods on associated controllers or
controller extensions. The page includes one custom component:
<c:editMode value="{!$CurrentPage.parameters.key}"/>
This custom component has an associated controller without a constructor, so the controller object is created using an implicit,
no-argument, public constructor. As part of creating the custom component, the value attribute on the custom component is
set. In this case, it is equal to the result of the expression {!$CurrentPage.parameters.key}. We specified the key
attribute as true, so value is set to true.
3. After custom components are created, all assignTo attributes on those custom components are executed. The assignTo
method sets selectedValue on the attribute to the value attribute. The value attribute is set to true, so selectedValue
is set to true.
4. The next step in a get request is evaluation of the action attribute on the <apex:page> component, expressions, and the
required getter and setter methods. Although we'll step through these below, remember that the order of these evaluations is
indeterminate and may be different than the following:
The <apex:page> component has an action attribute which calls the resetEmp method on the extension. That
method sets the numberofemployees field on the acct object to 10.
Of the expressions on the page, let's see how our chosen three are evaluated:
<apex:pageBlock title="{!greeting}">
The title attribute on <apex:pageblock> calls the getter method on the lifecycle extension getGreeting. It
is rendered on the page as Global Media Current Information.
<apex:form rendered="{!$CurrentPage.parameters.key = 'true'}">
The rendered attribute on <apex:form> is set based on the value of the key parameter. We set key to true
when calling the page, so the form is rendered.
Value = {!value}<br/> selectedValue = {!selectedValue}<br/> EditMode = {!EditMode}
This expression occurs in the custom component. Since value is not null, EditMode is set to true. As in the previous
example, selectedValue is set to null. The side-effect in the setter method for EditMode sets selectedValue
to true.
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Custom Controllers and Controller Extensions Testing Custom Controllers and Controller Extensions
3. Lastly, the save action, the action that triggered the postback request, is evaluated. The save action is the following method on the
controller:
public PageReference save() {
update account;
return null;
}
This method updates the record with the new data. If this method fails, which it might do if the user does not have permission to
update the record, or if there are validation rules that are triggered by the change, the page is displayed along with error messages
describing the error. The values the user entered are not lost. They remain as they were when the user clicked the Save button.
Assuming there are no errors, the data on the object is updated, the view state is updated, and, since the action that triggered the
postback did not include a page redirect, the view state is updated. The resulting HTML is sent to the browser:
SEE ALSO:
Using the Development Mode Footer
114
Custom Controllers and Controller Extensions Testing Custom Controllers and Controller Extensions
has been extended to expect the following query parameter in the URL for the page: ?qp=yyyy. A test method class follows, which
exercises the functionality of this page:
public class thecontroller {
public thecontroller() {
this.qp = ApexPages.currentPage().getParameters().get('qp');
}
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Custom Controllers and Controller Extensions Testing Custom Controllers and Controller Extensions
if (p == null) {
p = Page.success;
}
p.setRedirect(true);
return p;
}
}
The controller calls two additional pages: a success page and a failure page. The text of those pages is not important for this example.
They merely have to exist.
The following markup uses the controller above:
<apex:page controller="thecontroller" tabstyle="lead">
<apex:pageBlock>
<apex:form>
<h1>Test page for adding leads</h1>
<p>This is a test page for adding leads.</p>
<p>First name: <apex:inputText value="{!FirstName}"></apex:inputText></p>
<p>Last name: <apex:inputText value="{!LastName}"></apex:inputText></p>
<p>Company: <apex:inputText value="{!Company}"></apex:inputText></p>
<p>Email address: <apex:inputText value="{!Email}"></apex:inputText></p>
<apex:commandButton action="{!save}" value="Save New Lead"/>
</apex:form>
</apex:pageBlock>
</apex:page>
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Custom Controllers and Controller Extensions Validation Rules and Custom Controllers
Tip: If you are testing your controller you may see the following error message:
Method does not exist or incorrect signature: Test.setCurrentPage(System.PageReference)
If this message appears, look to see if you have created a class called Test. If you have, rename the class.
SEE ALSO:
"Testing Apex" in the Force.com Apex Code Developer's Guide
Note: The ID of a valid account record must be specified as a query parameter in the URL for this page to render. For example,
http://na3.salesforce.com/apex/myValidationPage?id=001x000xxx3Jsxb.
117
Custom Controllers and Controller Extensions Using the transient Keyword
}
}
When the user saves the page, if a validation error is triggered, the exception is caught and displayed on the page as they are for a
standard controller.
You can also use the transient keyword in Apex classes that are serializable, namely in controllers, controller extensions, or classes
that implement the Batchable or Schedulable interface. In addition, you can use transient in classes that define the types
of fields declared in the serializable classes.
Declaring variables as transient reduces view state size. A common use case for the transient keyword is a field on a Visualforce
page that is needed only for the duration of a page request, but should not be part of the page's view state and would use too many
system resources to be recomputed many times during a request.
Some Apex objects are automatically considered transient, that is, their value does not get saved as part of the page's view state. These
objects include the following:
PageReferences
XmlStream classes
Collections automatically marked as transient only if the type of object that they hold is automatically marked as transient, such as
a collection of Savepoints
Most of the objects generated by system methods, such as Schema.getGlobalDescribe.
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Custom Controllers and Controller Extensions Using the transient Keyword
DateTime t1;
transient DateTime t2;
119
CHAPTER 8 Advanced Examples
The examples in the quick start tutorial are considered beginning examples, and primarily use only Visualforce markup. Advanced
examples use Force.com Apex code in addition to Visualforce markup.