Problem Description:

Salesforce doesn’t provide out-of-the-box functionality to compare multiple records on a single screen. If a user/customer has to compare records then he/she has to open a record in one browser tab and the other record in another browser tab. However, this is not a feasible solution.

Challenges to User/Developer:

create a custom button for salesforce in the list view which compares the records dynamically.

Solution :

Dynamically Compare Button for 2 or More Records in a Table Form in Salesforce

Approach:

Implement an apex class and a visualforce page that compares and displays the selected records and their respective fields.

Technical Solution :

· Use the following code to build visualforce page.

Visualforce page:

 

<apex:page standardController="Account" recordSetVar="Account" tabStyle="Account" applyHtmlTag="true" applyBodyTag="true" lightningStyleSheets="[true]" extensions="AccountExtension">
<Style>
 #account {
    border-collapse: collapse;
    border-color: #515A5A;
    border-style:solid;
    border-width:thin;
    table-layout: fixed;
    word-wrap:break-word;
    height:800px;
}
#account td, #account th {
    border: 1px solid #CCD1D1;
    font-size:26;
    Width:250px;
    Height:60px;
    word-wrap:break-word;
}
#account tr:nth-child(even){background-color: #FDFEFE;}{width:150px;}
#account tr:nth-child(odd){background-color: #FDFEFE;}{width:150px;}
#account tr:hover {background-color: #D6EAF8;}
#account tr{
width : 200px;
}
#account th {
    background-color: #2874A6;
    color: white;
    width:320px;
    font-size:26;
    word-wrap:break-word;
    font-weight:normal;
}
</style>
<table id="account" style="font-size: 16px;width:300px;table-layout:fixed" cellpadding="10">  
<tr>
    <th>Name:</th>
    <apex:repeat value="{!awList}" var="aw">
    <td>{!aw.account.Name}</td>
    </apex:repeat>
</tr>
<tr>
    <th>Partner Name 2:</th>
    <apex:repeat value="{!awList}" var="aw">
    <td>{!aw.account.Partner_Name_2__c}</td>
    </apex:repeat>
  </tr>
    /*repeat the same for other fields that are required for comparision*/
     <tr>
    <th>Overall KPI Score:</th>
    <apex:repeat value="{!awList}" var="aw">
    <td>
        <apex:outputText value="{0,number,00.00}%">
            <apex:param value="{!aw.account.Overall_KPI_Score__c}" />
        </apex:outputText>
    </td>
    </apex:repeat>
  </tr>
  </table>
    </apex:page>

Extension class:

 

 public class AccountExtension {
    //public List ac;
    public List selectedAccounts{get; set;}
    public List awList {get; set;}
    public AccountExtension (ApexPages.StandardSetController controller) {
    List ac = (List)controller.getSelected();
   awList=new List();
      selectedAccounts = [Select Sample_and_Data_Processing_Capabilities__c,Partner_Status__c,Partner_Categorization__c,Partner_Name_2__c,Partner_Classification__c,Name,Expired__c,Geographical_coverage__c,Discount_Details__c,Discount_Available__c,Core_Competency__c,Collection_Types__c, Average_Star_Rating__c, Overall_KPI_Score__c,
                            //(Select Id, Score__c From Partner_KPI_Scores__r),
                            (Select Id, Name, Contract_Expiration__c, Contract_With__c, Contract_Type__c From Contracts__r)
                            From Account where id IN :ac];
        for ( Account a : selectedAccounts ) {
            String str='';
            String str1='';
            String serializedJsonContractListStr=JSON.serialize(a.Contracts__r);
            for ( Partner_Contract__c pc : a.Contracts__r ) {
                    str += (pc.Contract_With__c  != null ) ? pc.Contract_With__c + '|' : '';
                    str1 += (pc.Contract_Type__c  != null ) ? pc.Contract_Type__c + '|' : '';
                    //contractTypeString += pc.Contract_Type__c + ';';
            }
            str = ( str != null && str.endsWith('|') ) ? str.removeEnd('|') : str;
            str1 = ( str1 != null && str1.endsWith('|') ) ? str1.removeEnd('|') : str1;
            awList.add(new AccountWrapper(a,str,str1,serializedJsonContractListStr));
        }
    }
    public class AccountWrapper{
        public Account account {get;set;}
        public String contractWith {get;set;}
        public String contractType {get;set;}
        public String serializedJsonContractListStr {get;set;}
        public AccountWrapper(Account a, String contractWith,String contractType, String serializedJsonContractListStr){
            this.account=a;
            this.contractWith=contractWith;
            this.contractType=contractType;
            this.serializedJsonContractListStr=serializedJsonContractListStr;
        }
    }
}

    After implementing the code, follow the below steps to create a custom button that displays the visualforce page.

  Object Manager -> Required Object -> Buttons, Links, and Actions -> New Button.

 

· Add the custom button to the list view:

Object Manager -> Required Object -> Search layouts -> List view -> Edit.

 

Advantage: Compare multiple records on a single screen.

Issues :

The records which are displayed are dynamically depending on the user selection, however, the fields which are displayed are not and have to add to the code.

Conclusion :

Users can dynamically compare 2 or more records in a table form in Salesforce.

Create Custom Button Salesforce and Links

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