Legacy:Salesforce:Installing Visualforce Pages: Difference between revisions

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Created page with "{{LegacyListwareForSalesforceNav |VisualforceCollapse= }} {{CustomTOC}} ==Installing Visualforce Pages== VisualForce pages (for use with Contact objects) for the Personator c..."
 
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1. Go to Customize -> Buttons, Links, and Actions:
1. Go to Customize -> Buttons, Links, and Actions:


[[File:LWS_Menu_Build-Contacts-Buttons.png|frame|none|Click the Buttons, Links, and Actions Button]]
[[File:LWS_Menu_Build-Contacts-Buttons.png|frame|none|alt=LWS Menu Build-Contacts - Buttons - Melissa Wiki|Click the Buttons, Links, and Actions Button]]




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[[File:LWS_Build_BCB_View.png|frame|none|Click Edit next to View]]
[[File:LWS_Build_BCB_View.png|frame|none|alt=LWS Menu Build-BCB - View - Melissa Wiki|Click Edit next to View]]




3. Next to Override With, select the Visualforce page containing the component that you would like to use:
3. Next to Override With, select the Visualforce page containing the component that you would like to use:


[[File:LWS_Build_BCB_EditView.png|frame|none|Select the Component you want]]
[[File:LWS_Build_BCB_EditView.png|frame|none|alt=LWS Menu Build-BCB - Edit View - Melissa Wiki|Select the Component you want]]





Latest revision as of 00:57, 13 March 2021

← Legacy:Clean Suite for CRM:Salesforce

Legacy Salesforce Navigation
Introduction
Getting Started
Installation
Setup
Credits
Components
Express Entry Component
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Batch Processing
Custom Batch Processing
Legacy Result Codes
Salesforce Result Codes



Installing Visualforce Pages

VisualForce pages (for use with Contact objects) for the Personator component are already included with Clean Suite. To add this component into your Contacts, use 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


1. Go to Customize -> Buttons, Links, and Actions:

LWS Menu Build-Contacts - Buttons - Melissa Wiki
Click the Buttons, Links, and Actions Button


2. The Visualforce page that we’ve provided is designed for use with the View action, so click Edit next to View:


LWS Menu Build-BCB - View - Melissa Wiki
Click Edit next to View


3. Next to Override With, select the Visualforce page containing the component that you would like to use:

LWS Menu Build-BCB - Edit View - Melissa Wiki
Select the Component you want


4. Here you can select which Visualforce page to replace your view by picking which Clean Suite component that you would like to use:

MD_personatorContact
Personator
MD_globalContact
Global Address Verification
MD_propertyContact
Property

You don’t have to use the Visualforce pages provided with Clean Suite. If you need to customize them or adapt functionality in some other way (for example, using the Personator component for your Contact objects or Property component for a custom object), you can simply use the included Visualforce pages as a template by opening them and viewing the Visualforce markup. You can then copy and paste the markup into your own custom Visualforce page and change the way they look or create your own Personator/Property/Global Address Verification components for your own custom objects.

For more information on Custom Visualforce pages, see Custom Visualforce Pages.