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Setting up intakes - Salesforce (Lightning)

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 (creating links/buttons is similar to creating custom fields)
  • Adding the intake links/buttons to the Opportunity layout
  • Creating intakes from Salesforce

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

Select the applicable tab for your edition of Responsive.

  • Permissions

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

    Creating an intake button/link

    1. Click the Settings icon, then click Setup.
      Click_Setup.png
    2. Click Object Manager.
      Click_Object_Manager.jpeg
    3. Search for and select the Opportunity object.
      Select_Opportunity_Object.jpeg
    4. On the Opportunity Details page, select Buttons, Links, and Actions.
      Select_Buttons_Links_and_Actions.jpeg
    5. Click New Button or Link.
      Click_New_Button_or_Link.jpeg
    6. Enter the following values for the fields:
      • Label: Enter Create Intake in Responsive
      • Name: This auto-populates based on the Label value
      • Description: Enter Create Intake in Responsive
      • Display Type: Select Detail Page Button
      • Behavior: Select Display in existing window without sidebar or header
      • Content Source: Specify as URL
    7. Type one of the following in the URL text box based on the examples below:
      • 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}
    8. Click Save, then click OK on the alert message that displays.
      New_Button_or_Link_Fields.jpeg
      The details of the created button/link displays:
      Intake_Button_Details.jpeg

    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. Go to the Opportunity object in the Object Manager. Under Page Layouts, select the Opportunity Layout (the one that contains the Responsive Projects section).
      Select_Opportunity_Page_Layout.jpeg
    2. From the top of the layout editor select Buttons. Then, drag the Create Intake In Responsive button and drop it into Custom Buttons.
      Add_Button_to_Page_Layout.jpeg
    3. Click Save.
      Save_Page_Layout.jpeg

    Follow a similar process to add Intake buttons/links for lead and account object layouts.

    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. Go to the Opportunity object in the Object Manager. Under Page Layouts, select the Opportunity Layout (the one that contains the Responsive Projects section).
      Select_Opportunity_Page_Layout.jpeg
    2. From the page layout editor, scroll down to the Responsive Projects section and click the Wrench icon on the OpportunityIntakeDetailsPage Visualforce page to access its properties.
      Edit_Visualforce_Page_Properties.jpeg
    3. On the Visualforce Page Properties pop-up, type 500 in the Height (in pixels) field to have extra space for viewing the projects.
      Visualforce_Page_Properties.jpeg
    4. To show scrollbars and labels, select the associated checkboxes.
    5. Click OK.
    6. Click Save.
      Save_Page_Layout.jpeg

    Follow a similar process to configure the Intake details on the Account and Lead object page layouts.

    Modifying fields in the Intake Details section

    To modify the fields in the Responsive Intake Details, follow the steps below:

    1. Within the Object Manager, search for and select the ResponsiveIntakeDetails object.
      Select_RFPIO_Intake_Details_Object.jpeg
    2. The ResponsiveIntakeDetails Details page displays. Select Field Sets.
      Click_Field_Sets.jpeg
    3. Click Intake Field Sets.
      Click_Intake_Field_Set.jpeg
    4. From the editor, select Opportunity Id. Drag and drop fields as needed to In the Field Set. Configure and remove fields as needed.
      Configure_Field_Set.jpeg
    5. Click Save.
      Save_Field_Set.jpeg
      • The selected fields will only be displayed in the Opportunity's Intake Details, but the same process can be used for the Account and Lead objects.
      • Intake Details can be used with other custom objects. Refer to Configuring Custom Object Types - Salesforce (Lightning) to learn more.

    Creating intakes from Salesforce

    Once the layout is set up, the Opportunities records will display the Create Intake in Responsive button on the appropriate page layout.
    Note: In order for the Create Intake in Responsive button to appear, make sure the corresponding page layout is assigned to the appropriate Salesforce profiles

    Create_Intake_Button_on_Opp.png

    Follow the steps below to create intakes:

    1. From the Opportunities page, click Create Intake In Responsive. You will be navigated to the Create Intake page in Salesforce.
    2. Once you are taken to the Create Intake page in Salesforce, select the Company Name, and specify the required details.
    3. Click Create. The Intake is created and displayed on the Manage Intake page (under Intake) within Responsive. It will be marked with the Salesforce icon.

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

    Permissions

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

    Creating an intake button/link

    1. Click the Settings icon, then click Setup.
      Click_Setup.png
    2. Click Object Manager.
      Click_Object_Manager.jpeg
    3. Search for and select the Opportunity object.
      Select_Opportunity_Object.jpeg
    4. On the Opportunity Details page, select Buttons, Links, and Actions.
      Select_Buttons_Links_and_Actions.jpeg
    5. Click New Button or Link.
      Click_New_Button_or_Link.jpeg
    6. Enter the following values for the fields:
      • Label: Enter Create Intake in Responsive
      • Name: This auto-populates based on the Label value
      • Description: Enter Create Intake in Responsive
      • Display Type: Select Detail Page Button
      • Behavior: Select Display in existing window without sidebar or header
      • Content Source: Specify as URL
    7. Type one of the following in the URL text box based on the examples below:
      • 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}
    8. Click Save, then click OK on the alert message that displays.
      New_Button_or_Link_Fields.jpeg
      The details of the created button/link displays:
      Intake_Button_Details.jpeg

    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. Go to the Opportunity object in the Object Manager. Under Page Layouts, select the Opportunity Layout (the one that contains the Responsive Projects section).
      Select_Opportunity_Page_Layout.jpeg
    2. From the top of the layout editor select Buttons. Then, drag the Create Intake In Responsive button and drop it into Custom Buttons.
      Add_Button_to_Page_Layout.jpeg
    3. Click Save.
      Save_Page_Layout.jpeg

    Follow a similar process to add Intake buttons/links for lead and account object layouts.

    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. Go to the Opportunity object in the Object Manager. Under Page Layouts, select the Opportunity Layout (the one that contains the Responsive Projects section).
      Select_Opportunity_Page_Layout.jpeg
    2. From the page layout editor, scroll down to the Responsive Projects section and click the Wrench icon on the OpportunityIntakeDetailsPage Visualforce page to access its properties.
      Edit_Visualforce_Page_Properties.jpeg
    3. On the Visualforce Page Properties pop-up, type 500 in the Height (in pixels) field to have extra space for viewing the projects.
      Visualforce_Page_Properties.jpeg
    4. To show scrollbars and labels, select the associated checkboxes.
    5. Click OK.
    6. Click Save.
      Save_Page_Layout.jpeg

    Follow a similar process to configure the Intake details on the Account and Lead object page layouts.

    Modifying fields in the Intake Details section

    To modify the fields in the Responsive Intake Details, follow the steps below:

    1. Within the Object Manager, search for and select the ResponsiveIntakeDetails object.
      Select_RFPIO_Intake_Details_Object.jpeg
    2. The ResponsiveIntakeDetails Details page displays. Select Field Sets.
      Click_Field_Sets.jpeg
    3. Click Intake Field Sets.
      Click_Intake_Field_Set.jpeg
    4. From the editor, select Opportunity Id. Drag and drop fields as needed to In the Field Set. Configure and remove fields as needed.
      Configure_Field_Set.jpeg
    5. Click Save.
      Save_Field_Set.jpeg
      • The selected fields will only be displayed in the Opportunity's Intake Details, but the same process can be used for the Account and Lead objects.
      • Intake Details can be used with other custom objects. Refer to Configuring Custom Object Types - Salesforce (Lightning) to learn more.

    Creating intakes from Salesforce

    Once the layout is set up, the Opportunities records will display the Create Intake in Responsive button on the appropriate page layout.
    Note: In order for the Create Intake in Responsive button to appear, make sure the corresponding page layout is assigned to the appropriate Salesforce profiles

    Create_Intake_Button_on_Opp.png

    Follow the steps below to create intakes:

    1. From the Opportunities page, click Create Intake In Responsive. You will be navigated to the Create Intake page in Salesforce.
    2. Once you are taken to the Create Intake page in Salesforce, select the Company Name, and specify the required details.
    3. Click Create. The Intake is created and displayed on the Manage Intake page (under Intake) within Responsive. It will be marked with the Salesforce icon.

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