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Configuring object types - Salesforce (Classic)

Overview

Once the Responsive package is installed in Salesforce, you can customize the tabs to be displayed in the navigation pane on the landing page.

Permissions

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

Select the applicable tab for your edition of Responsive.

  • Customizing tabs

    1. Click the Add mceclip2.png icon from the Tabs section, then click Customize My Tabs.
      mceclip1.png
    2. Select Content from the Custom App drop-down menu.
      mceclip3.png
    3. From the Available Tabs section, select the tabs you want to make available on the landing page.
      Note: Select multiple options by holding Ctrl on your keyboard.
    4. Once your selections are made, click the Move mceclip4.png icon to move the tabs to the Selected Tabs section.
      Note: To remove any selected tab, select the tab name and click the Move mceclip6.png icon. To rearrange the order of the tabs, click the tab name and then the Up mceclip7.png or Down mceclip8.png icons.
      mceclip5.png
    5. Click Save to save the selections. The newly added tabs display along with existing tabs in the Navigation pane.

    Configuring objects

    Once you add the required tabs such as Leads, Accounts, and Opportunities to your landing page, you can customize the layout for each of these to display Responsive projects. To expand the default UI and display the Responsive projects, you can follow the steps below:

    1. Click the required tab (Opportunities, for example), then select an opportunity from the list of All Opportunities. Alternatively, click New to create a new opportunity.
    2. Complete the required fields and click Save.
    3. Click the opportunity name to go to the selected opportunities page, then click Edit Layout.
    4. From Fields, select Section and drag and drop it under Opportunity Details.
      mceclip9.png
    5. On the Section Properties pop-up, enter Responsive Documents in the Section Name field and select the 1-Column layout button.
      mceclip10.png
    6. Click OK.
    7. Click Visualforce Pages, then select ResponsiveOpportunity and drag and drop it into the Responsive Documents section.
    8. Once the Visualforce page has been added, click the Settings icon, or double-click on the layout, to bring up the Visualforce Page Properties pop-up.
    9. Type 500 in the Height (in pixels) field to add extra space when viewing the projects.
      mceclip12.png
    10. Select the Show Scrollbars and/or Show Label checkboxes if applicable.
    11. Click OK. The layout displays as shown below.
      mceclip13.png
    12. Click Save to save the changes. The Opportunity layout displays as shown below:
      mceclip14.png

    Repeat a similar process to create custom fields for Leads and Accounts.

    Connecting to Responsive

    After completing the setup above, you need to connect to Responsive from Salesforce in order to launch Responsive projects, associate existing projects from Responsive to Salesforce, or remove any associated projects.

    1. Click Connect To Responsive.
    2. Login with your credentials and click Continue.
      mceclip15.png
      • You will be taken to the Opportunity page and the Responsive Documents section displays as shown below:
        mceclip16.png
      • If any projects are associated with this opportunity for the company, they display under Responsive Projects.

    Launching Responsive

    To launch Responsive from the Salesforce page, click Launch Responsive. to be taken to Responsive's Manage Project page.

    Creating Projects

    You can create projects in Salesforce and can sync them in Responsive.

    1. Click Create Project to display the Create Project pop-up, then select the company name from the drop-down options.
      mceclip17.png
    2. Once the company name is selected, other sections (such as Basic Details and Client Details) display. Complete the required details and click Create. The project created for the opportunity displays.
      mceclip18.png
    3. Click Launch Responsive to be redirected to the Responsive Project Details page.
      Note: Any modifications made here are reflected in the Salesforce Responsive Documents section as well.

    Repeat a similar process to create projects from Leads and Accounts.

    Associating existing projects

    From the Salesforce page, you can associate any existing project in your company with objects such as Opportunity, Leads, or Accounts.

    1. Click Associate Existing Projects, then select a company from the drop-down list.
      mceclip20.png
    2. Select the checkbox next to the projects you want to associate with the opportunity.
      mceclip21.png
    3. Click Associate With Opportunity. The associated project displays in the Responsive Documents section of the opportunity.
      mceclip22.png

    Repeat a similar process to associate projects with Leads and Accounts.

    Removing associations

    1. Click Remove Association, then select the checkbox associated with the project(s) to be removed.
    2. Click Remove Association.ra.png

  • Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.

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