Salesforce:Custom Visualforce Pages - Revision history

Admin at 18:10, 12 April 2019

2019-04-12T18:10:45Z

← Older revision		Revision as of 18:10, 12 April 2019
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	==Custom Visualforce Pages==		==Custom Visualforce Pages==
	~~Listware~~ already provides Visualforce pages to use with Contact objects within Salesforce. If you would like to apply your own customizations or create new pages for other objects, please follow this guide as a model for customization. In this section, we will be creating a new Visualforce to use with Lead objects, using one of the included Visualforce pages for Personator as a template.		Clean Suite already provides Visualforce pages to use with Contact objects within Salesforce. If you would like to apply your own customizations or create new pages for other objects, please follow this guide as a model for customization. In this section, we will be creating a new Visualforce to use with Lead objects, using one of the included Visualforce pages for Personator as a template.

	1. To start off, go to your Setup menu.		1. To start off, go to your Setup menu.
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	3. You should see a list of Visualforce pages that currently exist within your Salesforce organization. The ones installed by ~~Listware~~ will exist within the MDPESRONATOR namespace. Go ahead and click on the name MD_personatorContact.		3. You should see a list of Visualforce pages that currently exist within your Salesforce organization. The ones installed by Clean Suite will exist within the MDPESRONATOR namespace. Go ahead and click on the name MD_personatorContact.

	[[File:LWS_Menu_Build-DP-PersonatorContact.png\|frame\|none\|Select MD_personatorContact]]		[[File:LWS_Menu_Build-DP-PersonatorContact.png\|frame\|none\|Select MD_personatorContact]]
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	[[File:LWS_Visualforce_Edit.png\|frame\|none\|Paste the Markup]]		[[File:LWS_Visualforce_Edit.png\|frame\|none\|Paste the Markup]]

	7. Save the new page. You can now add this Visualforce page to your Leads. For instructions on how to do this, see [[~~Listware for~~ Salesforce:Installing Visualforce Pages\|Installing Visualforce Pages]].		7. Save the new page. You can now add this Visualforce page to your Leads. For instructions on how to do this, see [[Salesforce:Installing Visualforce Pages\|Installing Visualforce Pages]].


	[[Category:Clean Suite for CRM:Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]

Admin: Admin moved page Listware for Salesforce:Custom Visualforce Pages to Salesforce:Custom Visualforce Pages

2018-09-28T18:07:28Z

Admin moved page Listware for Salesforce:Custom Visualforce Pages to Salesforce:Custom Visualforce Pages

← Older revision	Revision as of 18:07, 28 September 2018
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Admin at 15:11, 27 September 2018

2018-09-27T15:11:04Z

← Older revision		Revision as of 15:11, 27 September 2018
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	[[Category:~~Listware~~ for Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]

Admin: Created page with "{{ListwareForSalesforceNav |VisualforceCollapse= }} {{CustomTOC}} ==Custom Visualforce Pages== Listware already provides Visualforce pages to use with Contact objects within ..."

2015-03-13T23:25:52Z

Created page with "{{ListwareForSalesforceNav |VisualforceCollapse= }} {{CustomTOC}} ==Custom Visualforce Pages== Listware already provides Visualforce pages to use with Contact objects within ..."

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{{CustomTOC}}
==Custom Visualforce Pages==
Listware already provides Visualforce pages to use with Contact objects within Salesforce. If you would like to apply your own customizations or create new pages for other objects, please follow this guide as a model for customization. In this section, we will be creating a new Visualforce to use with Lead objects, using one of the included Visualforce pages for Personator as a template.

1. To start off, go to your Setup menu.

Here’s a guide to find this within Salesforce: https://help.salesforce.com/HTViewHelpDoc?id=basics_nav_setup.htm&language=en_US

2. Next, go to Develop -> Pages:

[[File:LWS_Menu_Build-Develop-Pages.png|frame|none|Select the Pages Button]]

3. You should see a list of Visualforce pages that currently exist within your Salesforce organization. The ones installed by Listware will exist within the MDPESRONATOR namespace. Go ahead and click on the name MD_personatorContact.

[[File:LWS_Menu_Build-DP-PersonatorContact.png|frame|none|Select MD_personatorContact]]

4. In the following page you should the markup for the MD_personatorContact Visualforce page. Highlight and select all the markup starting from <apex:page> down to the closing </apex:page> and copy it.

[[File:LWS_Menu_Build-DP-PersonatorContact_Copy.png|frame|none|Copy the Markup]]

5. Go back to Develop->Pages and now click on the New button.

[[File:LWS_Visualforce_New.png|frame|none|Click the New Button]]

6. In the new window, paste in the Visualforce markup that we copied from MD_personatorContact. Replace the appearances of Contact in the markup with Lead. Give an appropriate Label and Name for the Visualforce page. Here’s an example of our new Personator Visualforce page for Leads:

[[File:LWS_Visualforce_Edit.png|frame|none|Paste the Markup]]

7. Save the new page. You can now add this Visualforce page to your Leads. For instructions on how to do this, see [[Listware for Salesforce:Installing Visualforce Pages|Installing Visualforce Pages]].

[[Category:Listware for Salesforce]]