Salesforce:Installing Visualforce Pages

From Melissa Data Wiki
Jump to navigation Jump to search

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Lightning Components
Credits
Lightning Components
Lightning Quick Actions
Lightning Lookups
Lightning Global Express Entry
Clean Suite Advanced Mappings
Clean Suite Batch Processing
Result Code Status Indicator
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Custom Code
APEX Triggers
Custom Clean Suite Batch Processing
Express Entry Lightning Action Override
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:

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:


Click Edit next to View


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

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.