A custom wizard in Salesforce is a series of pages or steps that guide a user through a process of entering and saving data. The wizard can be created using Visualforce, a custom Lightning component, or another technology. Custom wizards can be used to simplify complex data entry processes, ensure data consistency, and improve the user experience by breaking down the data entry process into smaller, manageable steps.
In Salesforce, custom wizards can be created using Visualforce, which provides a set of components that can be used to create custom pages and forms. These pages can be linked together to create a multi-step wizard that guides the user through the data entry process, allowing them to enter and save data in a structured and efficient manner.
Custom wizards can also be created using other technologies, such as the Lightning Component framework, which provides a set of tools for building custom components that can be used in Salesforce. Custom wizards can also be created using other technologies, such as JavaScript, HTML, and CSS, in combination with the Salesforce REST API or the Salesforce Platform APIs.
Here’s an example of a Visualforce page that creates a custom wizard:
In this example, a Visualforce page is created using the standard Account controller and the apex:form, apex:pageBlock, apex:pageBlockSection, and apex:inputField components. The page consists of a form that allows the user to enter information about an account, such as the name, industry, phone number, and billing address. The values entered by the user are stored in the Account object and can be saved using the save action on the standard controller.
The user can also cancel the wizard and discard any changes made using the cancel action on the standard controller.
