Legacy:Salesforce:Installing Visualforce Pages

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← Legacy:Clean Suite for CRM:Salesforce

Legacy Salesforce Navigation
Getting Started
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:

Global Address Verification

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.