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Créer des vues de liste pour un objet sans onglet

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Average: 4.2 (12 votes)

On le sait, Salesforce peut être très restrictif à certains moments. Leurs règles de gouvernance font que parfois, on se retrouve bloqué dans l'utilisation d'une ressource de l'application, comme ça peut être le cas pour la création d'onglet personnalisés. Si le nombre d'onglets dans votre appli commence à se rapprocher de la limite autorisée par votre édition de Salesforce, voici une petite astuce qui vous permettra de passer outre la restriction.

Création d'un objet personnalisé

Lorsque vous créez un nouvel objet personnalisé, Salesforce vous propose de créer un onglet pour celui-ci. Ne cochez pas la case ; on ne va pas en avoir besoin. Cliquez sur le bouton enregistrer pour créer votre objet.

Salesforce ne pas créer d'onglet

Retrouver le préfixe d'objet

Une fois l'objet personnalisé créé, Salesforce lui attribue automatiquement un "préfixe" de 3 caractères. Ce préfixe, on le retrouvera dans l'identifiant de tous les enregistrements de l'objet en question. Par exemple, si j'ai créé un objet Factures, les trois premiers caractères de l'identifiant de toutes mes factures seront identiques. L'identifiant d'un enregistrement est facile à retrouver, puisqu'il figure dans l'URL, à chaque fois qu'on consulte un enregistrement Salesforce.

Pour retrouver cet identifiant, en bon expert CRM / webmarketing, il suffit de créer un enregistrement, et de regarder dans l'URL du navigateur, les 3 premiers caractères de l'identifiant.

Alternativement, on peut aussi par exemple le retrouver en passant par l'API Salesforce. Ici : j'utilise Force.com Explorer pour retrouver le préfixe d'objet :

Retrouver le préfixe d'un objet Salesforce

Dans mon cas, le préfixe est donc "a0O".

Créer ses vues de liste

Il ne reste alors qu'à rentrer ce préfixe dans l'URL du navigateur, juste après le nom de domaine : "https://eu2.salesforce.com/"+ préfixe d'objet. Donc dans mon cas, "https://eu2.salesforce.com/a0O". J'atterris alors sur la page des vues de liste, et je vais pouvoir créer mes vues.

Vues de liste d'un objet sans onglet

A noter qu'on n'est pas obligés de taper directement dans l'URL du navigateur pour retrouver ces vues de listes. Pour plus d'accessibilité pour les utilisateurs, on peut tout à fait imaginer de placer un lien personnalisé dans la barre latérale, ou sur la page de présentation d'un autre objet, par exemple.

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