How to Verify Addresses, Email Addresses, and
Phone Numbers for Custom Objects in
Lightning Experience
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Abstract
To verify addresses, email addresses, and phone numbers of the custom objects in Salesforce Lightning Experience,
you must create custom Lightning pages for custom objects. This article shows how to create the custom object
creation and the DaaS editor Lightning pages and create a trigger for the custom object.
Supported Versions
•
Informatica Cloud Customer 360 Winter 2017 Version.6.41
Table of Contents
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Step 1. Create a Trigger for the Custom Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Sample Apex Code. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 2. Create a Lightning Page to Create the Custom Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Sample Apex Code. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Step 3. Create a DaaS Editor Lightning Page for the Custom Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Sample Apex Code. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Step 4. Override the Standard Salesforce Object Creation Page with Lightning Page. . . . . . . . . . . . . . . . . 7
Step 5. Configuring the Custom Object Page Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Verifying Addresses, Email Addresses, and Phone Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Overview
You can verify addresses, email addresses, and phone numbers of custom objects in Salesforce Lightning Experience.
To verify the contact information for custom objects in Lightning Experience, you must create the custom object
creation Lightning page and the DaaS editor Lightning page.
You must create a trigger for the custom object. A trigger is an Apex code that executes before or after you perform
any of the following operations on the custom object:
•
Insert
•
Update
•
Delete
•
Merge
•
Upsert
•
Undelete
For example, if you have a custom object called Employee__c, you can create a trigger, named EmployeeTrigger to
perform custom actions before or after any changes to Employee__c. You can create custom Lightning pages called
EMP_LTE_Scout_Page for custom object creation and EMP_LTE_Editor_Page which is the DaaS editor page.
2
Prerequisites
Before you verify addresses, email addresses, and phone numbers of custom objects in Lightning Experience, you
must perform the following tasks:
1.
Create a trigger for the custom object.
2.
Create a Lightning page to create the custom object.
3.
Create a DaaS editor Lightning page for the custom object.
4.
Override the standard Salesforce object creation page with the Lightning page.
5.
Configure the custom object page layout.
Step 1. Create a Trigger for the Custom Object
You must create a trigger for the custom object. Apex triggers enable you to perform custom actions before or after
changes to the Salesforce records, such as insertions, updates, or deletions. The trigger code is stored as metadata
under the custom object.
1.
Based on the Salesforce environment that you use, perform one of the following tasks:
•
•
2.
In Salesforce Classic, perform the following tasks:
1.
In the upper-right corner of the page, select your name, and click Setup.
2.
Under App Setup, click Create > Objects.
The Custom Object page appears.
In Lightning Experience, perform the following tasks:
1.
Click the quick access menu (
), and then Setup Home.
The Setup Home page appears.
2.
Under PLATFORM TOOLS, select Objects and Fields > Object Manager.
The Setup Object Manager page appears.
Click the custom object.
The custom object details page appears.
3.
In the Triggers section, click New.
The Apex Trigger Edit page appears.
4.
On the Version Settings tab, select the installed package as Cloud Customer 360.
5.
To compile and enable the trigger, on the Apex Trigger tab, ensure that the Is Active check box is selected.
6.
In the trigger editor, enter the Apex code in the following format to create a trigger for the custom object:
trigger <Trigger Name> on <Custom Object Name> (after delete, after insert, after
undelete, after update, before delete, before insert, before update)
{
DSE.API_CustomScoutClass cs = new DSE.API_CustomScoutClass('<Custom Object Name>');
cs.triggerSynchronize(trigger.new, trigger.old, Trigger.isInsert,
Trigger.isUpdate, Trigger.isDelete, Trigger.isUnDelete, Trigger.isBefore,
Trigger.isAfter);
}
The Apex code format uses the following parameters:
7.
3
•
Custom Object Name. Name of the custom object for which you create the trigger.
•
Trigger Name. Name of the trigger that you create.
Click Save.
Sample Apex Code
The following sample Apex code shows how you can create a trigger named EmployeeTrigger for the custom object
Employee__c:
trigger EmployeeTrigger on Employee__c (after delete, after insert, after undelete, after
update, before delete, before insert, before update)
{
DSE.API_CustomScoutClass cs = new DSE.API_CustomScoutClass('Employee__c');
}
cs.triggerSynchronize(trigger.new, trigger.old, Trigger.isInsert,
Trigger.isUpdate, Trigger.isDelete, Trigger.isUnDelete, Trigger.isBefore, Trigger.isAfter);
Step 2. Create a Lightning Page to Create the Custom Object
After you create the trigger for the custom object, you must create a custom object creation Lightning page.
1.
Based on the Salesforce environment that you use, perform one of the following tasks:
•
•
In Salesforce Classic, perform the following tasks:
1.
In the upper-right corner of the page, select your name, and click Setup.
2.
Under App Setup, click Develop > Visualforce Pages.
In Lightning Experience, perform the following tasks:
1.
Click the quick access menu (
), and then Setup Home.
The Setup Home page appears.
2.
Under PLATFORM TOOLS, select Custom Code > Visualforce Pages.
The Visualforce Pages page appears.
2.
Click New.
The create page appears.
3.
In the Page Information section, perform the following tasks:
1.
Type a label for the custom object creation Visualforce page.
2.
Type a name for the Visualforce page.
Note: By default, the name of the Visualforce page is the same as the label.
3.
4.
Optionally, edit the description of the Visualforce page.
On the Visualforce Markup tab, enter the Apex code in the following format to create a Lightning page to
create the custom object:
<apex:page standardController="<Custom Object Name>" >
<apex:stylesheet value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery-ui.css')}" />
<apex:stylesheet value="{!URLFOR($Resource.DSE__SLDS100, 'assets/styles/salesforcelightning-design-system.min.css')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery_1.11.1_min.js')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery-ui.min.js')}" />
<apex:includeLightning />
<div id="lightning" />
<script>
var ns = "DSE";
$Lightning.use(ns + ":DS_LT_CC360_Application", function() {
$Lightning.createComponent(ns + ":DS_LT_CC360_Component",
{
ComponentName : "SCOUT",
4
ComponentAttributes : {
Object Name>",
$CurrentPage.parameters.RecordType}"
});
</script>
</apex:page>
);
"SObjectName" : "<Custom
"RecordTypeId" : "{!
},
"lightning",
function(component){}
}
In the Apex code format, Custom Object Name is the name of the custom object for which you create the
Lightning page.
Sample Apex Code
The following sample Apex code creates a Lightning page name EMP_LTE_Scout_Page:
<apex:page standardController="Employee__c" >
<apex:stylesheet value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/jquery_1.11.1_min/
jquery-ui.css')}" />
<apex:stylesheet value="{!URLFOR($Resource.DSE__SLDS100, 'assets/styles/salesforcelightning-design-system.min.css')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery_1.11.1_min.js')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery-ui.min.js')}" />
<apex:includeLightning />
<div id="lightning" />
<script>
var ns = "DSE";
$Lightning.use(ns + ":DS_LT_CC360_Application", function() {
$Lightning.createComponent(ns + ":DS_LT_CC360_Component",
{
ComponentName : "SCOUT",
ComponentAttributes : {
"SObjectName" : "Employee__c",
"RecordTypeId" : "{!
$CurrentPage.parameters.RecordType}"
}
},
"lightning",
function(component){}
);
});
</script>
</apex:page>
Step 3. Create a DaaS Editor Lightning Page for the Custom
Object
After you create the record creation page for the custom object, you must create a DaaS editor Lightning page.
1.
Based on the Salesforce environment that you use, perform one of the following tasks:
•
5
In Salesforce Classic, perform the following tasks:
1.
In the upper-right corner of the page, select your name, and click Setup.
2.
Under App Setup, click Develop > Visualforce Pages.
•
In Lightning Experience, perform the following tasks:
1.
Click the quick access menu (
), and then Setup Home.
The Setup Home page appears.
2.
Under PLATFORM TOOLS, select Custom Code > Visualforce Pages.
The Visualforce Pages page appears.
2.
Click New.
The Visualforce Page appears in the edit mode.
3.
In the Page Information section, perform the following tasks:
1.
Type a label for the custom object creation Visualforce page.
2.
Type a name for the Visualforce page.
Note: By default, the name of the Visualforce page is the same as the label.
3.
4.
Optionally, edit the description of the Visualforce page.
On the Visualforce Markup tab, enter the Apex code in the following format to create a DaaS editor
Lightning page:
<apex:page standardController="<Custom Object Name>" >
<apex:stylesheet value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery-ui.css')}" />
<apex:stylesheet value="{!URLFOR($Resource.DSE__SLDS100, 'assets/styles/salesforcelightning-design-system.min.css')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery_1.11.1_min.js')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery-ui.min.js')}" />
<apex:includeLightning />
<div id="lightning" />
<script>
var ns = "DSE";
Object Name>",
$Lightning.use(ns + ":DS_LT_CC360_Application", function() {
$Lightning.createComponent(ns + ":DS_LT_CC360_Component",
{
ComponentName : "DAAS_EDITOR",
ComponentAttributes : {
"SObjectName" : "<Custom
$CurrentPage.parameters.Id}"
});
</script>
</apex:page>
);
"RecordId" : "{!
},
"lightning",
function(component){}
}
In the Apex code format, Custom Object Name is the name of the custom object for which you create the
Lightning page.
Sample Apex Code
The following sample Apex code creates a DaaS editor Lightning page named EMP_LTE_Editor_Page:
<apex:page standardController="Employee__c" >
<apex:stylesheet value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/jquery_1.11.1_min/
jquery-ui.css')}" />
<apex:stylesheet value="{!URLFOR($Resource.DSE__SLDS100, 'assets/styles/salesforcelightning-design-system.min.css')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
6
jquery_1.11.1_min/jquery_1.11.1_min.js')}" />
<apex:includeScript value="{!URLFOR($Resource.DSE__jquery_min, 'jquery_min/
jquery_1.11.1_min/jquery-ui.min.js')}" />
<apex:includeLightning />
<div id="lightning" />
<script>
var ns = "DSE";
$Lightning.use(ns + ":DS_LT_CC360_Application", function() {
$Lightning.createComponent(ns + ":DS_LT_CC360_Component",
{
ComponentName : "DAAS_EDITOR",
ComponentAttributes : {
"SObjectName" : "Employee__c",
"RecordId" : "{!
$CurrentPage.parameters.Id}"
}
},
"lightning",
function(component){}
);
});
</script>
</apex:page>
Step 4. Override the Standard Salesforce Object Creation Page
with Lightning Page
To enable point of entry verification of contact information for the custom objects, you must override the standard
Salesforce object creation page.
1.
Based on the Salesforce environment that you use, perform one of the following tasks:
•
•
2.
In Salesforce Classic, perform the following tasks:
1.
In the upper-right corner of the page, select your name, and click Setup.
2.
Under App Setup, click Create > Objects.
The Custom Object page appears.
In Lightning Experience, perform the following tasks:
1.
Click the quick access menu (
), and then Setup Home.
The Setup Home page appears.
2.
Under PLATFORM TOOLS, select Objects and Fields > Object Manager.
The Setup Object Manager page appears.
Click the custom object.
The custom object details page appears.
3.
In the Buttons, Links, and Actions section, based on the Salesforce environment that you use, perform one
of the following tasks:
•
In Salesforce Classic, in the New button row, select Edit.
•
In Lightning Experience, in the New button row, click the down arrow and select Edit.
The Override Standard Button or Link page appears.
4.
Select Visualforce Page and select the appropriate Lightning Page with which you want to override the
Salesforce page.
For example, select the Lightning page, EMP_LTE_Scout_Page that you create in step 2.
5.
7
Click Save.
Step 5. Configuring the Custom Object Page Layout
You must configure the custom object record details page and add the custom Lightning DaaS editor component to the
page layout.
For more information about configuring the page layouts, see the Informatica Cloud Customer 360 Setup Guide.
Verifying Addresses, Email Addresses, and Phone Numbers
You can verify the addresses, the email addresses, and the phone numbers of custom objects with Informatica Data as
a Service (DaaS). After you have created the custom Lightning pages and defined a trigger, you must configure the
settings for the contact information verification.
You must configure the address, the email address, and the phone number verification service settings. You must also
configure the DaaS mappings for the custom object to verify the contact information of the custom object.
You can verify the contact information when you create records in the custom object creation page. You can also run
the DaaS job to verify the contact information of the existing Salesforce records. Before you run the DaaS job, you
must create a template for the DaaS job. A template configures the settings for the DaaS job.
For more information about configuring settings for contact information verification, verifying the contact information,
and creating templates for the DaaS job, see the chapter Verifying Addresses, Email Addresses, and Phone Numbers
in the Informatica Cloud Customer 360 Administrator Guide.
Author
Rajkumari Langlensana
Associate Technical Writer
Acknowledgements
The author would like to thank Sarath Kasetti and Sabitha Pandit for their technical assistance.
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