Today I’m going to walk through a soultion, that can be used for updating records in Salesforce without using APEX code or Workflow rule and Field update.
For example, we need to count a number of Leads wich were converted to a specific Contact.
1. Let’s add Number type field on a Contact.
Go to: Setup | Contacts | Fields | New custom field button. Let's call it: # of converted Leads. In the end it will look this way:
2. This field will be updated using a custom button. So let's create a Contact button called 'Calculate number of Converted Leads'.
Go to: Setup | Contacts | Buttons, Links, and Actions | New Button or Link
Label: Calculate number of Converted Leads
Name: CalculateNumberOfConvertedLeads
Display Type: Detail Page Button
Behaviour: Execute JavaScript
Content: Source: OnClick JavaScript
Then we need to add a JavaScript code, which will be executed when the button is pressed. In this code we will need to count number of leads, converted to a contact, and to complete this task we will use AJAX Toolkit.
Here is a code:
{!requireScript("/soap/ajax/30.0/connection.js")}
var url = parent.location.href;
var contact = new sforce.SObject("Contact");
contact.Id = '{!Contact.Id}';
var result = sforce.connection.query("Select count(Id) numberOfConvertedLeads from Lead where ConvertedContactId = '" + contact.Id +"'", {
onSuccess : success, onFailure : failure});
function success(result) {
//here we will store a number of converted leads
var convertedLeads = 0;
var it = new sforce.QueryResultIterator(result);
// iterating over results
while(it.hasNext()){
var record = it.next();
convertedLeads = record.numberOfConvertedLeads;
}
//updating Contact record
contact.NumberOfConvertedLeads__c = convertedLeads;
result = sforce.connection.update([contact]);
//refreshing a web page
parent.location.href = url;
}
function failure(error) {
alert(error);
}
