Salesforce:Installing Visualforce Pages: Difference between revisions
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==Installing Visualforce Pages== | ==Installing Visualforce Pages== | ||
VisualForce pages (for use with Contact objects) for the Personator component are already included with | 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 | Here’s a guide to find this within Salesforce: https://help.salesforce.com/HTViewHelpDoc?id=basics_nav_setup.htm&language=en_US | ||
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4. Here you can select which Visualforce page to replace your view by picking which | 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_personatorContact:Personator | ||
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;MD_propertyContact:Property | ;MD_propertyContact:Property | ||
You don’t have to use the Visualforce pages provided with | 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 [[ | For more information on Custom Visualforce pages, see [[Salesforce:Custom Visualforce Pages|Custom Visualforce Pages]]. | ||
[[Category: | [[Category:Clean Suite for CRM:Salesforce]] |
Latest revision as of 18:09, 12 April 2019
← Clean Suite for CRM:Salesforce
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:
2. The Visualforce page that we’ve provided is designed for use with the View action, so click Edit next to View:
3. Next to Override With, select the Visualforce page containing the component that you would like to use:
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.