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Setting up Intakes - Salesforce (Classic)

Overview

Salesforce allows you to create intakes from opportunities, leads, or accounts. The steps involved in setting up intakes in Salesforce are:

  • Creating intake links/buttons
    Note: Creating links/buttons is similar to creating custom fields in Salesforce (see Creating and Mapping Custom Fields (Classic) for more details).
  • Adding the intake links/buttons to the Opportunity layout
  • Creating intakes from Salesforce

See Salesforce Integration Hub (Classic) for more Salesforce (Classic) documentation.

Permissions

Users must have the System Administrator privilege in Salesforce and the Company Administrator privilege in Responsive.

Select the applicable tab for your edition of Responsive.

  • Creating intake links/buttons

    1. Click Setup, then scroll to the Build section in the left navigation pane and select Customize.
      mceclip0.png
    2. Select the object type (Opportunities, for example), then select Buttons, Links, and Actions.
      mceclip1.png
    3. Click New Button or Link.
      mceclip2.png
    4. Enter the following values for the fields:
      0.png
      • Label: Enter Create Intake in Responsive
      • Name: Enter Create_Intake_in_Responsive
      • Description: Enter Create Intake in Responsive
      • Display Type: Select Detail Page Button
      • Behavior: Select Display in Existing page without Sidebar or Header
      • Content Source: Specify as URL
      • Select Field Type: Select Opportunity
      • Insert Field: Select Insert Merge Field
    5. Type one of the following in the URL text box:
      • If your Salesforce URL is rfpio.ap1.visual.force.com, type https://rfpio.ap1.visual.force.com/apex/rfpio__CreateNewRfpioIntake?ObjectId={!Opportunity.Id}
      • If your salesforce URL is rfpio.ap15.visual.force.com, type https://rfpio.ap15.visual.force.com/apex/rfpio__CreateNewRfpioIntake?ObjectId={!Opportunity.Id}
    6. Click Save, then click OK on the alert message that displays.
      mceclip4.png
      The details of the created button/link displays:
      mceclip5.png

    Follow a similar process to create Intake buttons/links for leads and accounts.

    Adding intake buttons/links to the Opportunity layout

    Once the Create Intake in Responsive button/link is created, the Opportunity layout must be edited to display the newly created button.

    1. Click the Opportunities tab, select an opportunity, then click Edit Layout.
    2. Click Buttons, then select Create Intake In Responsive and drag and drop it in the Custom Button section.
      mceclip7.png
      The added button displays as shown below:
      mceclip8.png
    3. Click Save.

    Adding intake details to the Opportunity layout

    To view the intakes created in Responsive and Salesforce in the Salesforce page, the Opportunity layout must be edited to display the intakes.

    1. Click the opportunity name, then click Edit Layout. 
    2. From Fields, drag Section and drop it under Opportunity Details.
      mceclip1.png
    3. On the Section Properties pop-up, type Responsive Intakes in the Section Name field.
      mceclip2.png
    4. Select 1-Column for the layout and click OK.
    5. Click Visualforce Pages, then drag OpportunityIntakeDetailsPage and drop it under the newly created Responsive Intakes section.
      mceclip3.png
    6. Once the Visualforce page has been added, click the Settings icon or double-click on the layout to display the Visualforce Page Properties pop-up.
    7. Type 500 in the Height (in pixels) field to have extra space for viewing the projects.
      mceclip4.png
    8. To show scrollbars and labels, select the associated checkboxes.
    9. Click OK. The layout displays as shown below:
      mceclip5.png
    10. Click Save to save the changes. The Opportunity layout displays as shown below:
      mceclip6.png

    Modifying fields in the Intake Details section

    1. Click Setup > Build > Create > Objects, then click ResponsiveIntakeDetails.
    2. Scroll down to the Field Sets section and click Edit in the Intake Field Sets section.
      mceclip0.png
    3. Click Opportunity Id.
    4. Drag the required fields to the In The Field Set section as shown below:
      mceclip1.png
      • To remove any selected filed, click the field, followed by the Delete icon.
      • The selected fields display only in the opportunity's Intake Details section.
    5. Click Save to save the selections.

    Follow a similar process to create Intake buttons/links for leads and accounts.

    Creating intakes from Salesforce

    1. From the Opportunities page, click Create Intake In Responsive.
      mceclip9.png
    2. Once you are taken to the Create Intake page in Salesforce, select the Company Name, specify the required details, and click Create.
      • The Intake is created and displayed in the Manage Intake page of Responsive with the Salesforce icon.
        Intake details will be displayed in Salesforce page as shown below:
        mceclip0.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Creating intake links/buttons

    1. Click Setup, then scroll to the Build section in the left navigation pane and select Customize.
      mceclip0.png
    2. Select the object type (Opportunities, for example), then select Buttons, Links, and Actions.
      mceclip1.png
    3. Click New Button or Link.
      mceclip2.png
    4. Enter the following values for the fields:
      0.png
      • Label: Enter Create Intake in Responsive
      • Name: Enter Create_Intake_in_Responsive
      • Description: Enter Create Intake in Responsive
      • Display Type: Select Detail Page Button
      • Behavior: Select Display in Existing page without Sidebar or Header
      • Content Source: Specify as URL
      • Select Field Type: Select Opportunity
      • Insert Field: Select Insert Merge Field
    5. Type one of the following in the URL text box:
      • If your Salesforce URL is rfpio.ap1.visual.force.com, type https://rfpio.ap1.visual.force.com/apex/rfpio__CreateNewRfpioIntake?ObjectId={!Opportunity.Id}
      • If your salesforce URL is rfpio.ap15.visual.force.com, type https://rfpio.ap15.visual.force.com/apex/rfpio__CreateNewRfpioIntake?ObjectId={!Opportunity.Id}
    6. Click Save, then click OK on the alert message that displays.
      mceclip4.png
      The details of the created button/link displays:
      mceclip5.png

    Follow a similar process to create Intake buttons/links for leads and accounts.

    Adding intake buttons/links to the Opportunity layout

    Once the Create Intake in Responsive button/link is created, the Opportunity layout must be edited to display the newly created button.

    1. Click the Opportunities tab, select an opportunity, then click Edit Layout.
    2. Click Buttons, then select Create Intake In Responsive and drag and drop it in the Custom Button section.
      mceclip7.png
      The added button displays as shown below:
      mceclip8.png
    3. Click Save.

    Adding intake details to the Opportunity layout

    To view the intakes created in Responsive and Salesforce in the Salesforce page, the Opportunity layout must be edited to display the intakes.

    1. Click the opportunity name, then click Edit Layout. 
    2. From Fields, drag Section and drop it under Opportunity Details.
      mceclip1.png
    3. On the Section Properties pop-up, type Responsive Intakes in the Section Name field.
      mceclip2.png
    4. Select 1-Column for the layout and click OK.
    5. Click Visualforce Pages, then drag OpportunityIntakeDetailsPage and drop it under the newly created Responsive Intakes section.
      mceclip3.png
    6. Once the Visualforce page has been added, click the Settings icon or double-click on the layout to display the Visualforce Page Properties pop-up.
    7. Type 500 in the Height (in pixels) field to have extra space for viewing the projects.
      mceclip4.png
    8. To show scrollbars and labels, select the associated checkboxes.
    9. Click OK. The layout displays as shown below:
      mceclip5.png
    10. Click Save to save the changes. The Opportunity layout displays as shown below:
      mceclip6.png

    Modifying fields in the Intake Details section

    1. Click Setup > Build > Create > Objects, then click ResponsiveIntakeDetails.
    2. Scroll down to the Field Sets section and click Edit in the Intake Field Sets section.
      mceclip0.png
    3. Click Opportunity Id.
    4. Drag the required fields to the In The Field Set section as shown below:
      mceclip1.png
      • To remove any selected filed, click the field, followed by the Delete icon.
      • The selected fields display only in the opportunity's Intake Details section.
    5. Click Save to save the selections.

    Follow a similar process to create Intake buttons/links for leads and accounts.

    Creating intakes from Salesforce

    1. From the Opportunities page, click Create Intake In Responsive.
      mceclip9.png
    2. Once you are taken to the Create Intake page in Salesforce, select the Company Name, specify the required details, and click Create.
      • The Intake is created and displayed in the Manage Intake page with the Salesforce icon.
      • Intake details will be displayed in Salesforce page as shown below:
        mceclip0.png

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