I wanted to do a project to learn salesforce, but not a trivial hello world style example. I had recently played around with jQuery Mobile, but didn’t do anything significant with it. I decided to put together a basic mobile CRM app. Here’s what the finished app looks like.
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Accessing the App Data
Our app will contain Contact and Account data. We’ll use Apex Web Service methods to provide the data. We can get all our Contacts with the following:
webService static List<Contact> getContacts() {
ApexPages.StandardSetController setCon = new ApexPages.StandardSetController(
Database.getQueryLocator(
[select id, name, lastname, firstname, title, department, phone, email from Contact]));
return (List<Contact>)setCon.getRecords();
}
Next we need to call the web service method from the client code. We’ll use the force.com ajax apex javascript libraries to access our data. Add these script references to your page <head>
section.
<script src="/soap/ajax/15.0/connection.js"></script>
<script src="/soap/ajax/15.0/apex.js"></script>
To call the web service method from JavaScript we use this simple one-liner.
var contacts = sforce.apex.execute("MyWebService", "getContacts", {});
Building the UI
Our mobile app UI will be 100% jQuery Mobile, and we can use force.com
Sites to provide pure web content. Sites by default provides configurable
headers, footers, navigation, etc. that you can apply themes to. We don’t want
any of this in our app since we’ll be controlling everything in the UI. To
turn off the default stylesheets, header, and navigation elements your
apex:page
element should set the corresponding attributes, and should look
similar to the following:
<apex:page showHeader="false" sidebar="false" standardStylesheets="false" contentType="text/html">
Now we’ll add in the jQuery Mobile references.
<link rel="stylesheet" href="http://code.jquery.com/mobile/1.0b2/jquery.mobile-1.0b2.min.css" />
<script src="http://code.jquery.com/jquery-1.6.2.min.js"></script>
<script src="http://code.jquery.com/mobile/1.0b2/jquery.mobile-1.0b2.min.js"></script>
The beauty of jQuery Mobile is that all you have to do is markup your html with the correct attributes to get a mobile UI. You don’t need to write any JavaScript. Usually you serve up the jQuery Mobilized html from the server. We want our app to run and function when the device is offline, so we’re going to generate the html at run-time on the client using JavaScript to remove the dependency on the server.
To minimize the amount of html we embed in our JavaScript, we’re going to use jQuery Templates. jQuery Templates allows us to write our html for the UI as we usually would, and to leave placeholders for the pieces we want to replace. Here’s an example of a template used to generate a list page.
<script id="object-list-page-template" type="text/x-jquery-tmpl">
<div data-role="page" id="${type}-list-page" data-url='${type}-list-page'>
<div data-role="header">
<h1>${pageTitle}</h1>
<a id='${type}-add-link' data-obj-type='${type}' class='ui-btn-right object-add-link' data-icon="add">Add</a>
</div>
<div data-role="content">
<ul data-role="listview" id="${type}-list" data-filter="true">
</ul>
</div>
<div data-role="footer" data-id='footer-nav-bar' data-position="fixed">
<div data-role="navbar">
<ul>
<li><a href="#contact-list-page" data-transition="fade" class="${(type == 'contact') ? 'ui-btn-active' : ''} ui-state-persist">Contacts</a></li>
<li><a href="#account-list-page" data-transition="fade" class="${(type == 'account') ? 'ui-btn-active' : ''} ui-state-persist">Accounts</a></li>
</ul>
</div>
</div>
</div>
</script>
The things wrapped in ${}
are replaced with the values. The way we use the template is by calling the $.tmpl
method.
var $page = $('#object-list-page-template').tmpl(data);
jQuery Templates are very powerful, and really help with the maintainability of your code. Check out the documentation to learn more.
Conclusion
This provides an overview of the core pieces of the solution and the technologies used. If you like to dive in deeper, the complete source is available on github, and the working app is available here (must be viewed in a WebKit based browser).
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