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I have iPad users who need to access a specific list of records for editing. Each record just needs a single field updated, but it is a different field depending on record types. I tried inline edit on a Visualforce page, but that did not work for editing on the iPad.

I am now using Salesforce1 and a Flexipage to deliver the list of records to update, but it still takes about half a half dozen 'clicks' per record to update data and Flexipage. That seems like way too many.

Does anyone have suggestions for a quicker way to access a list of records with Salesforce and an iPad?

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  • Fields on the record detail page can be edited by desktop users, seems like mobile users should have a similar option.
    – snugsfbay
    Commented Jul 29, 2014 at 21:30

1 Answer 1

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One of the great things about Salesforce1 is that you can ship your users off to a mobile interface that is the responsibility of Salesforce and the admin to maintain.

I would just send them to the standard record ui on a tap from the list/flexipage, unless it was truly a very small update. In that case I would probably show a + or something which expands an edit interface where they can update the field pertaining to the record type, this probably wouldn't be possible in a flexipage list, might have to roll a VF list.

Are the fields all the same type? I have done these quick updates on Boolean fields with a simple checkbox that is always exposed. Not sure how it would work with other field types.

Inline editing on the ipad is a hack and probably not the best idea. I was able to get it working by redefining some proprietary Salesforce javascript to:

function getEventTarget(a) {return window.event&&a.srcElement?a.srcElement:a.target;}

I don't recommend doing this. Inline editing is a little funky on touch devices imo anyways.

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  • From the Flexipage, a tap leads to the record detail and another tap leads to edit. For updating a multi select picklist, there are about 8 taps per record. I could cut that by going straight from Flexipage to edit if that were possible. For the checkbox you described, how did you manage to make it always exposed for SF1 users?
    – snugsfbay
    Commented Jun 20, 2014 at 12:41
  • I rolled my own flexipage / list view with visualforce :( Commented Jun 23, 2014 at 2:53
  • Do you mean that you added an Action to your Flexipage that called a Visualforce page with a list view? Or did you somehow create a Flexipage that uses something other than basic Salesforce list views? Why not just a VF tab?
    – snugsfbay
    Commented Jun 23, 2014 at 3:19
  • I replaced the flexipage with a VF page/tab. Flexipages did not offer what I wanted Commented Jun 23, 2014 at 13:46
  • Okay, but didn't you say you don't recommend doing that because the inline editing is funky on touch devices?
    – snugsfbay
    Commented Jun 24, 2014 at 11:51

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