Difference between revisions of "Salesforce:Express Entry Component"

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(Created page with "{{ListwareForSalesforceNav}} {{CustomTOC}} Listware provides an Express Entry component that integrates address auto completion virtually on any text field within Salesforce...")
 
 
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Listware provides an Express Entry component that integrates address auto completion virtually on any text field within Salesforce. To begin installing this component, access your Setup menu.
+
Clean Suite provides an ExpressEntry component that integrates address auto completion within Salesforce. To begin installing this component, access 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
  
==Installation==
 
1. Go to Customize -> Home -> Home Page Layouts.
 
  
[[File:LWS_Menu_Build-HomePageLayout.png|frame|none|Click the Home Page Layouts Button]]
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==Method #1 – Override New/Edit Actions==
 +
#In Setup, go to Customize -> Contacts -> Buttons, Links, and Actions:
 +
#:[[File:LWS_ExpressEntry_Method1Step1.png|frame|none|alt=LWS ExpressEntry Method1 Step1 - Melissa Wiki|Customize > Contacts > Buttons, Links, and Actions]]
 +
#Click the blue Edit link next to New in the Label column:
 +
#:[[File:LWS_ExpressEntry_Method1Step2.png|frame|none|alt=LWS ExpressEntry Method1 Step2 - Melissa Wiki|Edit link]]
 +
#Next to Override With, select Visualforce Page and then select MD_expressContactEdit from the dropdown:
 +
#:[[File:LWS_ExpressEntry_Method1Step3.png|frame|none|alt=LWS ExpressEntry Method1 Step3 - Melissa Wiki|Select MD_expressContactEdit]]
 +
#:Click Save. You can also repeat steps 2 & 3 for the Edit action.
 +
#Create a new contact in Salesforce. When creating a new contact, ensure that you see apex/MD_expressContactEdit somewhere in your URL to make sure that the Visualforce page selected in step 3 is being used.
 +
#:For example:
 +
#:[[File:LWS_ExpressEntry_Method1Step4.png|frame|none|alt=LWS ExpressEntry Method1 Step4 - Melissa Wiki|Create a new contact]]
 +
#On the New contact page, we will now begin mapping the fields on this page. To map in the Mailing address fields, start off by getting the ID’s of each input element. Getting the ID’s will differ between browsers. As an example, in Chrome you can right click on the text field then click on Inspect element. This will bring up a panel in Chrome where you can find the id (id=”….) in the selected element:
 +
#:[[File:LWS_ExpressEntry_Method1Step5.png|frame|none|alt=LWS ExpressEntry Method1 Step5 - Melissa Wiki|Inspect Element]]
 +
#On a separate browser window or tab, go to the tab '''Clean Suite Express Entry Maps''' and then click on the '''New''' button to create a new Express Entry map:
 +
#:[[File:LWS_ExpressEntry_Method1Step6.png|frame|none|alt=LWS ExpressEntry Method1 Step6 - Melissa Wiki|Clean Suite Express Entry Maps]]
 +
#On the Express Entry Map Edit page, give the new mapping a name (something like Contact MailingStreet) and then for Object Prefix enter in apex. For the street, city, state, zip & country fields, copy and paste in the id’s that you’ve extracted from the other browser tab/window as detailed back in step 5. Save the mapping when finished:
 +
#:[[File:LWS_ExpressEntry_Method1Step7.png|frame|none|alt=LWS ExpressEntry Method1 Step7 - Melissa Wiki|Contact MailingStreet]]
 +
#After saving the mapping, if you now reload the new contact page or create a new contact, clicking on the Mailing Street field will now auto populate the Mailing Country field with the default country specified in Clean Suite Administration->Express Entry->Default country. Typing in the Mailing Street field will return suggestions based on the country entered in the Mailing Country field. Double clicking on the street field will clear out input fields. If this all works, then you have set up Express Entry successfully. For the Contact object, you can create a new Express Entry map for the Other address fields. Simply just follow the same steps that was done in this tutorial for the Mailing address fields.
  
  
2. Click '''Edit''' next to the Home Page Layout that you are currently using (you can check this via the '''Page Layout Assignment''') or page layouts that you want to add the Express Entry component to.
+
==Method #2 – Add component to page layout==
 +
If overriding the New/Edit actions of your objects is not a viable option, the other method is to add an Express Entry component in to your Salesforce object’s page layout (what you see when you view the record). Using the Contact object as an example:
  
[[File:LWS_Build-HomePageLayout.png|frame|none|Click the Edit Button]]
+
#In Setup, go to Customize -> Contacts ->Page Layouts:
 +
#:[[File:LWS_ExpressEntry_Method2Step1.png|frame|none|alt=LWS ExpressEntry Method2 Step1 - Melissa Wiki|Customize > Contacts > Page Layouts]]
 +
#Edit the page layout that you want to add the Express Entry component to:
 +
#:[[File:LWS_ExpressEntry_Method2Step2.png|frame|none|alt=LWS ExpressEntry Method2 Step2 - Melissa Wiki|Edit the page layout]]
 +
#On the '''Edit Page Layout''' page, you’ll most likely want to create a new 1-Column Visualforce Page section in your page layout to contain the ExpressEntry component:
 +
#:[[File:LWS_ExpressEntry_Method2Step3.png|frame|none|alt=LWS ExpressEntry Method2 Step3 - Melissa Wiki|Create a new 1-Column Visualforce Page]]
 +
#From the Visualforce Pages category, drag and drop MD_expressEntry to the new section created in the previous step:
 +
#:[[File:LWS_ExpressEntry_Method2Step4.png|frame|none|alt=LWS ExpressEntry Method2 Step4 - Melissa Wiki|Drag and drop MD_expressEntry]]
 +
#:Save the page layout.
 +
#On a separate browser window or tab, go to the tab '''Clean Suite Express Entry Maps''' and then click on the '''New''' button to create a new Express Entry map:
 +
#:[[File:LWS_ExpressEntry_Method2Step5.png|frame|none|alt=LWS ExpressEntry Method2 Step5 - Melissa Wiki|Clean Suite Express Entry Maps]]
 +
#The Visualforce page that we added into the page layout back in step 4 contains two instances of the Express Entry Visualforce component (one for Mailing and another for Other). Therefore, create two mappings as such depicted below:
 +
#;Contact Mailing
 +
#:[[File:LWS_ExpressEntry_Method2Step6-1.png|frame|none|alt=LWS ExpressEntry Method2 Step6-1 - Melissa Wiki|Contact Mailing]]
 +
#;Contact Other
 +
#:[[File:LWS_ExpressEntry_Method2Step6-2.png|frame|none|alt=LWS ExpressEntry Method2 Step6-2 - Melissa Wiki|Contact Other]]
 +
#After creating and saving both of these mappings, if you now view a Contact record the Express Entry components will now function:
 +
#:[[File:LWS_ExpressEntry_Method2Step7.png|frame|none|alt=LWS ExpressEntry Method2 Step7 - Melissa Wiki|Express Entry Components]]
  
  
3. Place a check next to '''expressEntryBox''' then click '''Next'''.
+
==Mobile==
 +
ExpressEntry is also available as a Salesforce1 mobile component. Using the Contact object as an example:
  
[[File:LWS_Build-HomePageLayout_Edit-S1.png|frame|none|Check expressEntryBox]]
+
#Under Salesforce’s setup menu, go to Customize -> Contacts -> Page Layouts:
 +
#:[[File:LWS_ExpressEntry_MobileStep1.png|frame|none|alt=LWS ExpressEntry Mobile Step1 - Melissa Wiki|Page Layouts]]
 +
#Edit the page layout that you want to add the Express Entry mobile component to:
 +
#:[[File:LWS_ExpressEntry_MobileStep2.png|frame|none|alt=LWS ExpressEntry Mobile Step2 - Melissa Wiki|Contact Page Layouts]]
 +
#Go to the '''Buttons''' category and drag and drop '''ExpressEntry Mobile''' into the '''Custom Buttons''' section. Save the changes made to the layout:
 +
#:[[File:LWS_ExpressEntry_MobileStep3.png|frame|none|alt=LWS ExpressEntry Mobile Step3 - Melissa Wiki|Buttons > ExpressEntry Mobile]]
 +
#On a separate browser window or tab, go to the tab '''Clean Suite Express Entry Maps''' and then click on the '''New''' button to create a new Express Entry map:
 +
#:[[File:LWS_ExpressEntry_MobileStep4.png|frame|none|alt=LWS ExpressEntry Mobile Step4 - Melissa Wiki|Clean Suite Express Entry Maps]]
 +
#The Visualforce page that we added into the page layout back in step 4 contains two instances of the Express Entry Visualforce component (one for Mailing and another for Other). Therefore, create two mappings as such depicted below:
 +
#;Contact Mailing
 +
#:[[File:LWS_ExpressEntry_MobileStep5-1.png|frame|none|alt=LWS ExpressEntry Mobile Step5-1 - Melissa Wiki|Contact Mailing]]
 +
#;Contact Other
 +
#:[[File:LWS_ExpressEntry_MobileStep5-2.png|frame|none|alt=LWS ExpressEntry Mobile Step5-2 - Melissa Wiki|Contact Other]]
 +
#Go into Salesforce1 and try viewing a Contact. You will now see ExpressEntry mobile as one of the buttons available for Contacts:
 +
#:[[File:LWS_ExpressEntry_MobileStep6.png|frame|none|alt=LWS ExpressEntry Mobile Step6 - Melissa Wiki|ExpressEntry Mobile Contacts]]
 +
#Clicking on the button will bring up the ExpressEntry component which you can then begin to type an address into:
 +
#:[[File:LWS_ExpressEntry_MobileStep7.png|frame|none|alt=LWS ExpressEntry Mobile Step7 - Melissa Wiki|ExpressEntry Mobile]]
  
  
4. Confirm that '''expressEntryBox''' appears under Narrow (Left) Column then click '''Save'''.
+
[[Category:Clean Suite for CRM:Salesforce]]
 
 
[[File:LWS_Build-HomePageLayout_Edit-S2.png|frame|none|Click the Save Button]]
 
 
 
 
 
5. After saving the home page layout one more setting needs to be enabled, '''or Express Entry won’t work'''. Go to Cutomize, then at the bottom, select User Interface. Under Sidebar, make sure that Show Custom Sidebar Components on All Pages is checked. Click Save.
 
 
 
[[File:LWS_ExpressEntry_ShowCustomSidebar.png|frame|none|Check Show Custom Sidebar Components on All Pages]]
 
 
 
 
 
==Setup==
 
Express Entry is now enabled. The last step needed is to create field maps for Express Entry. These maps tell Express Entry which fields you want address autocompletion applied on which is what makes the functionality powerful and flexible as you can now have address autocompletion anywhere within Salesforce. Within Listware is a tab called '''Express Entry Maps'''.
 
 
 
[[File:LWS_ExpressEntry_Tab.png|frame|none|Express Entry Maps]]
 
 
 
 
 
1. To create a new map, click on the '''New''' button.
 
 
 
[[File:LWS_EEMaps_Create.png|frame|none|Click the New Button]]
 
 
 
 
 
2. When creating a new map, you’ll need to indicate the object prefix (you can find a list of object prefixes for standard Salesforce objects here: https://help.salesforce.com/apex/HTViewSolution?id=000005995&language=en_US) and enter in the IDs of the fields containing the address data. For example below, let’s create a map for Contact objects. We’ll start off by giving a name for the map. In this case we’ll just name it Contact so it’s easy to remember. The Contact object in Salesforce has a prefix of 003. Now in Salesforce, the Contact object’s Mailing Address fields have the following ids:
 
 
 
*Mailing Street: con19street
 
*Mailing City: con19city
 
*Mailing State/Province: con19state
 
*Mailing Zip/Postal Code: con19zip
 
*Mailing Country: con19country
 
 
 
[[File:LWS_ExpressEntry_MapEdit.png|frame|none|Express Entry Map Edit]]
 
 
 
 
 
3. Once we save this map, when we go create a new Contact, Express Entry will now return back an address list of suggestions in Contact’s Mailing Street field:
 
 
 
[[File:LWS_ExpressEntry_AddressSuggestions.png|frame|none|Address List of Suggestions]]
 
 
 
 
 
[[Category:Listware for Salesforce]]
 

Latest revision as of 01:12, 13 March 2021

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Classic Components
Getting Started with Lightning Components
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Batch Processing
Express Entry Component
Credits
Result Codes
Salesforce Result Codes



Clean Suite provides an ExpressEntry component that integrates address auto completion within Salesforce. To begin installing this component, access 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


Method #1 – Override New/Edit Actions

  1. In Setup, go to Customize -> Contacts -> Buttons, Links, and Actions:
    LWS ExpressEntry Method1 Step1 - Melissa Wiki
    Customize > Contacts > Buttons, Links, and Actions
  2. Click the blue Edit link next to New in the Label column:
    LWS ExpressEntry Method1 Step2 - Melissa Wiki
    Edit link
  3. Next to Override With, select Visualforce Page and then select MD_expressContactEdit from the dropdown:
    LWS ExpressEntry Method1 Step3 - Melissa Wiki
    Select MD_expressContactEdit
    Click Save. You can also repeat steps 2 & 3 for the Edit action.
  4. Create a new contact in Salesforce. When creating a new contact, ensure that you see apex/MD_expressContactEdit somewhere in your URL to make sure that the Visualforce page selected in step 3 is being used.
    For example:
    LWS ExpressEntry Method1 Step4 - Melissa Wiki
    Create a new contact
  5. On the New contact page, we will now begin mapping the fields on this page. To map in the Mailing address fields, start off by getting the ID’s of each input element. Getting the ID’s will differ between browsers. As an example, in Chrome you can right click on the text field then click on Inspect element. This will bring up a panel in Chrome where you can find the id (id=”….) in the selected element:
    LWS ExpressEntry Method1 Step5 - Melissa Wiki
    Inspect Element
  6. On a separate browser window or tab, go to the tab Clean Suite Express Entry Maps and then click on the New button to create a new Express Entry map:
    LWS ExpressEntry Method1 Step6 - Melissa Wiki
    Clean Suite Express Entry Maps
  7. On the Express Entry Map Edit page, give the new mapping a name (something like Contact MailingStreet) and then for Object Prefix enter in apex. For the street, city, state, zip & country fields, copy and paste in the id’s that you’ve extracted from the other browser tab/window as detailed back in step 5. Save the mapping when finished:
    LWS ExpressEntry Method1 Step7 - Melissa Wiki
    Contact MailingStreet
  8. After saving the mapping, if you now reload the new contact page or create a new contact, clicking on the Mailing Street field will now auto populate the Mailing Country field with the default country specified in Clean Suite Administration->Express Entry->Default country. Typing in the Mailing Street field will return suggestions based on the country entered in the Mailing Country field. Double clicking on the street field will clear out input fields. If this all works, then you have set up Express Entry successfully. For the Contact object, you can create a new Express Entry map for the Other address fields. Simply just follow the same steps that was done in this tutorial for the Mailing address fields.


Method #2 – Add component to page layout

If overriding the New/Edit actions of your objects is not a viable option, the other method is to add an Express Entry component in to your Salesforce object’s page layout (what you see when you view the record). Using the Contact object as an example:

  1. In Setup, go to Customize -> Contacts ->Page Layouts:
    LWS ExpressEntry Method2 Step1 - Melissa Wiki
    Customize > Contacts > Page Layouts
  2. Edit the page layout that you want to add the Express Entry component to:
    LWS ExpressEntry Method2 Step2 - Melissa Wiki
    Edit the page layout
  3. On the Edit Page Layout page, you’ll most likely want to create a new 1-Column Visualforce Page section in your page layout to contain the ExpressEntry component:
    LWS ExpressEntry Method2 Step3 - Melissa Wiki
    Create a new 1-Column Visualforce Page
  4. From the Visualforce Pages category, drag and drop MD_expressEntry to the new section created in the previous step:
    LWS ExpressEntry Method2 Step4 - Melissa Wiki
    Drag and drop MD_expressEntry
    Save the page layout.
  5. On a separate browser window or tab, go to the tab Clean Suite Express Entry Maps and then click on the New button to create a new Express Entry map:
    LWS ExpressEntry Method2 Step5 - Melissa Wiki
    Clean Suite Express Entry Maps
  6. The Visualforce page that we added into the page layout back in step 4 contains two instances of the Express Entry Visualforce component (one for Mailing and another for Other). Therefore, create two mappings as such depicted below:
    Contact Mailing
    LWS ExpressEntry Method2 Step6-1 - Melissa Wiki
    Contact Mailing
    Contact Other
    LWS ExpressEntry Method2 Step6-2 - Melissa Wiki
    Contact Other
  7. After creating and saving both of these mappings, if you now view a Contact record the Express Entry components will now function:
    LWS ExpressEntry Method2 Step7 - Melissa Wiki
    Express Entry Components


Mobile

ExpressEntry is also available as a Salesforce1 mobile component. Using the Contact object as an example:

  1. Under Salesforce’s setup menu, go to Customize -> Contacts -> Page Layouts:
    LWS ExpressEntry Mobile Step1 - Melissa Wiki
    Page Layouts
  2. Edit the page layout that you want to add the Express Entry mobile component to:
    LWS ExpressEntry Mobile Step2 - Melissa Wiki
    Contact Page Layouts
  3. Go to the Buttons category and drag and drop ExpressEntry Mobile into the Custom Buttons section. Save the changes made to the layout:
    LWS ExpressEntry Mobile Step3 - Melissa Wiki
    Buttons > ExpressEntry Mobile
  4. On a separate browser window or tab, go to the tab Clean Suite Express Entry Maps and then click on the New button to create a new Express Entry map:
    LWS ExpressEntry Mobile Step4 - Melissa Wiki
    Clean Suite Express Entry Maps
  5. The Visualforce page that we added into the page layout back in step 4 contains two instances of the Express Entry Visualforce component (one for Mailing and another for Other). Therefore, create two mappings as such depicted below:
    Contact Mailing
    LWS ExpressEntry Mobile Step5-1 - Melissa Wiki
    Contact Mailing
    Contact Other
    LWS ExpressEntry Mobile Step5-2 - Melissa Wiki
    Contact Other
  6. Go into Salesforce1 and try viewing a Contact. You will now see ExpressEntry mobile as one of the buttons available for Contacts:
    LWS ExpressEntry Mobile Step6 - Melissa Wiki
    ExpressEntry Mobile Contacts
  7. Clicking on the button will bring up the ExpressEntry component which you can then begin to type an address into:
    LWS ExpressEntry Mobile Step7 - Melissa Wiki
    ExpressEntry Mobile