A Visualforce page in Salesforce is super versatile! You can use it in several places across the platform to create custom experiences. Let’s break it down! ?
1. Salesforce UI (Classic & Lightning Experience) :
- Custom Tabs: Add a Visualforce page as a custom tab in Salesforce, similar to a standard object tab.
- Great for creating custom apps or dashboards.
- Page Layouts: Embed a Visualforce page within a record detail page (like Accounts, Contacts, or Opportunities).
- Useful for showing related lists, charts, or dynamic content.
- Home Page Components: Add Visualforce elements to the Salesforce Home page to provide custom notifications or summaries.
2. Lightning Experience & Salesforce Mobile App :
- App Builder: Even though Visualforce was designed with Salesforce Classic in mind, it works in Lightning too!
- You can add a Visualforce page as a Lightning Component within the App Builder.
- Mobile Navigation: Visualforce pages can be mobile-friendly and included in the Salesforce mobile app menu.
3. Buttons, Links, and Actions :
- Custom Buttons and Links: Use Visualforce pages to override standard Salesforce buttons (e.g., New, Edit, View).
- Great for adding validation or multi-step wizards.
- List View Buttons: Create mass actions using Visualforce pages and Apex.
4. Email Templates :
- Use Visualforce to create dynamic, data-driven email templates.
- Allows pulling related records or custom formatting beyond standard email templates.
5. Portals & Communities :
- Salesforce Sites: Host Visualforce pages externally as public websites (without requiring users to log in).
- Experience Cloud (Communities): Embed Visualforce pages to create custom user experiences for customers or partners.
6. External Systems :
- Visualforce + Apex + REST/SOAP APIs: Build a Visualforce page that interacts with external systems — like fetching data from a third-party app or creating dynamic forms.
7. Custom Apps & Wizards :
- Design multi-step wizards, custom navigation flows, or specialized apps within your Salesforce org.