I have a module named as Portfolio Allocation, in this module, I want to have a (field and a button) pair by using which I can add a particular set of fields again and again. Sample template for the requirement is shown in below screenshot: enter image description here

Now I want to get same view in salesforce.

Can I do it through standard salesforce fields/views or I have to make it using Custom views/Visualforce/Apex?

Then I want to get detail view of above created record as: enter image description here

Now please help me out, so that I can complete this task. Any help will be appreciated.


You can do this using VF Page and Apex Controller

See the below links for reference


Hope this might helps...

  • These are something like my requirements but not the exact solution. As these are creating many records by adding new record from "Add" button, But I have to show a table as a value of a field as shown in question scrennshot. Jun 8 '16 at 11:13
  • That means you want to show some fields of the Records in a Table... Then see my updated link in answer
    – Subhash
    Jun 8 '16 at 11:17
  • I am not getting some help from these links. May be i am tired of this for 2 hours. :P Please see second screenshot attached to my question. You will get full idea of my requirement. Jun 8 '16 at 11:25
  • No. Untill your Detail View of Record is a Visualforce Page, You cannot get the Table like that image because You cannot edit the Standard Page Detail Layout.
    – Subhash
    Jun 8 '16 at 11:30
  • I have Detail view of record as a Visualforce Page. But I am confused in creating of a field as row. Means of which field type, I should create field "Portfolio Allocation", so that I may show table of data against it. Jun 8 '16 at 11:49

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