Configuring custom object types - Salesforce (Classic)

Overview

Along with configuring object types, you can configure custom object types in Salesforce. This enables associating projects/intakes with custom object types such as Asset, Deals, Campaigns, and more.

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.

• Configuring custom object types

  1. Click Setup from the top navigation bar.
     
  2. From the Build section of the left navigation pane, select Create > Objects.
     
  3. Click RfpioDetail.
     
  4. Click RfpioIntakeDetails; then scroll down to the Custom Fields & Relationships section and click New.
     
  5. Click Lookup Relationship, then click Next.
     
  6. Select the field you want to relate to the custom object has to be related (Asset, for example) and click Next.
     
  7. Enter the values as shown in the image below, then click Next.
     Note: Do not check the Required checkbox.
     
  8. Click Next on the Field Level Security page.
     
  9. Clear the selection associated with RfpioOpportunity Layout and click Next.
     
  10. Clear the selection associated with Asset Layout and click Save.
      
      The newly added custom object field displays in the Custom Fields & Relationships section as shown below:
      
  11. From Responsive, go to Organization Settings > Integration > CRM. 
      
      
      
  12. Click the Configure button for Salesforce.
      
      
      
      
  13. Click Connect to Salesforce.
      
      
      
  14. Scroll down and click Add Salesforce Object.
      
      
      
  15. Select Asset from the Report Field Mapping drop-down. Click Save.
      
      
      
  16. From Salesforce, go to Setup > Build > Develop > Lightning Components. and select Visualforce Pages.
      
      
  17. Click New.
      
  18. Enter the Name, Label and Description.
      Note: The label must be unique.
      
      
  19. Enter the following code in the Visualforce Markup tab:
      Note: In the code below, replace the YOUR CUSTOM OBJECT API text with the value of the custom object you selected (such as Asset).
      
      • Projects:

        <apex:page StandardController="YOUR CUSTOM OBJECT API" extensions="rfpio.RfpioController" showHeader="false" applyHtmlTag="false" sidebar="true" action="{!onLoad}" docType="html-5.0">

        <rfpio:RfpioComponent recordId="{!recordId}" RFPIO_BASE_URL="{!RFPIO_BASE_URL}" bgColor="{!bgColor}" JSONString="{!JSONString}" createButton="{!createButton}" intakeButton="{!intakeButton}" associateButton="{!associateButton}" removeAssociateButton="{!removeAssociateButton}" launchRFPIO="{!launchRFPIO}">

        </rfpio:RfpioComponent>

        </apex:page>

      • Intakes:

        <apex:page StandardController="YOUR CUSTOM OBJECT API" extensions="rfpio.RfpioIntakeDetailsController" showHeader="false" applyHtmlTag="false" sidebar="false" action="{!getIntakeDetails}" docType="html-5.0">

        
        <rfpio:RfpioIntakeComponent recordId="{!recordId}" bgColor="{!bgColor}" createButton="{!createButton}" selectedFieldList="{!selectedFieldList}" rfpioIntakeDetailsList="{!rfpioIntakeDetailsList}" />

        
        </apex:page>

  20. Click Save. The Asset page will be displays as shown below:
      
  21. Once the Visualforce page is created, click + to customize the tabs.
  22. Click Customize My Tabs, add Assets, and click Save. The Assets tab displays as shown below:
      Note: See Configuring Object Type (Classic) for more information on tab customization.
      
  23. Click Assets.
  24. Click New to add a new asset.
  25. Enter the details and click Save. The new asset displays in the Recent Assets section as shown:
      
  26. Click the asset name, then click Edit Layout.
      
  27. Select Section, then drag and drop it into the Asset Detail section.
      
  28. On the Section Properties pop-up, enter RFPIO Documents in the Section Name field and select the 1-Column layout button.
      
  29. Click OK.
  30. Click Visualforce Pages, then select Asset and drag and drop it into the RFPIO Documents section.
      
  31. Once the Visualforce page has been added, click the Properties icon, or double-click on the layout, to bring up the Visualforce Page Properties pop-up.
  32. Type 500 in the Height (in pixels) field to add extra space when viewing the projects.
      
  33. Select the Show Scrollbars and/or Show Label checkboxes if applicable.
  34. Click OK. The layout displays as shown below.
      
  35. Click Save to save the changes. The Assets layout displays as shown below:
      

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