Key Notes for WhoId and WhatId

WhoId and WhatId dropdown values are updated in Salesforce Lightning and Classic mode.

• In case of Salesforce console mode, all the open tabs are populated in WhoId or WhatId dropdown lists. You must add Workspace application URL in WhiteList for Salesforce Classic console app.

• In case of Salesforce standard mode, the current opened object is shown in WhoId or whatId dropdown lists, based on the object type.

• When multiple browser tabs are opened in Salesforce Console mode, WhoId or WhatId dropdown lists show the Salesforce tabs that are opened in the current browser tab.

• When multiple browser tabs are opened in Salesforce standard mode, WhoId or WhatId dropdown lists show the Salesforce objects that are opened in the current browser tab.

• In Salesforce Classic console mode, object list is not updated as soon as browser tabs are switched. Salesforce classic console mode provides a Salesforce tab list in a specific browser tab only when Salesforce tab focus changes. (https://developer.salesforce.com/docs/atlas.en- us.api_cti.meta/api_cti/sforce_api_cti_onfocus.htm)

Create Visualforce Page

To create Visualforce page:

1. From Setup, select Developer Console in Salesforce.

2. Navigate to File > New > Apex Class. Enter Apex Class file name and click Ok.

3. Paste the following content in the apex class file.

   public class LCMGadgetController (
       public String baaccno { get; private set; ) 
       public LCMGadgetControllerO {
       baaccno » ApexPages.currentPage().getParameters().get('baaccno'); //Query Parameter
       )
   }

4. Navigate to File > New > Visualforce Page. Enter the Visualforce page name and click Ok.

5. Paste the following content in the Visualforce page and Save it.

   

6. Update the LCM GADGET URL in above snippet.

7. Click Preview to view Visualforce page URL. Make a note of the URL from address bar. Visualforce Page url - https://c.ap5.visual.force.com/apex/LCMGadgetPage?baaccno=abc

8. If you are using Salesforce Lightning mode, make sure to copy URL till the page name. Example - If the generated URL is https://salesforce.com/apex/SampleVisualforcePage? core.apexpages.request.devconsole=1, you must copy “https://salesforce.com/apex/SampleVisualforcePage” URL and configure it in the Define rules section.

9. If you are using Salesforce Classic mode, copy only the relative URL. Example - If the generated URL is https://salesforce.com/apex/SampleVisualforcePage?core.apexpages.request.devconsole=1, you must copy /apex/SampleVisualforcePage and configure it in the the Define rules section.

10. After creating the Visualforce page, configure the Visualforce URL in the Define rules section.