Save as PDF

Configuring Custom Object Types - Salesforce (Lightning)

Overview

Along with configuring object types, you can configure custom object types in Salesforce Lightning. 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 the Settings mceclip0.png icon and select Setup.
      mceclip1.png
    2. From the left navigation pane, click Platform Tools > Objects and Fields > Object Manager.
      mceclip2.png
    3. Scroll down and click ResponsiveDetail.
      Note: For intakes, select ResponsiveIntakeDetails.
      mceclip3.png
    4. From the left navigation pane, click Fields & Relationships.
      mceclip4.png
    5. Click New.
      mceclip5.png
    6. Select Lookup Relationship and click Next.
      mceclip6.png
    7. Select the field to which the custom object has to be related (Campaign, for example) and click Next.
      mceclip7.png
    8. Enter the values as shown in the image below, then click Next.
      Note: Do not check the Required box.
      mceclip8.png
    9. Click Next on the Field Level Security page.
      mceclip9.png
    10. Clear the ResponsiveOpportunity Layout checkbox and click Next.
      mceclip10.png
    11. Clear the Campaign Layout checkbox and click Save.
      mceclip11.png
      The newly added custom object field displays in the Custom Fields & Relationships section as shown below:
      mceclip0.png
    12. From Responsive, go to Organization Settings > Integration > CRM and click Configure on the Salesforce tile.
    13. Click Connect to Salesforce and Publish Data for Reporting.
      mceclip13.png
    14. Click Add Salesforce Data and select Campaign from the options.
      mceclip14.png
    15. Select Campaign ID from the Report Field Mapping drop-down menu.
      mceclip15.png
    16. Click Submit.
    17. From the Salesforce Home page, type visualforce pages in the Quick Find text box.
      mceclip16.png
    18. Click Visualforce Pages from the results.
      mceclip17.png
    19. Click New.
      mceclip18.png
    20. Enter the Name, Label and Description.
      Note: The label must be unique.
      mceclip19.png
    21. 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 Campaign).
      • 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>

    22. Click Save. The Campaign page displays as shown below.
      mceclip21.png
    23. Once the Visualforce page is created, go to the Salesforce Home page and click Campaigns.
      mceclip22.png
    24. Click New.
    25. Enter the details and click Save. The created campaign displays in the Recent Campaigns tab as shown.
      mceclip23.png
    26. Click the Settings  mceclip0.png icon and select Setup.
      mceclip24.png
    27. From the left navigation pane, click Platform Tools > Objects and Fields > Object Manager.
    28. Select Campaign.
      mceclip26.png
    29. Click Page Layouts.
      mceclip27.png
    30. Click Campaign Layout.
      mceclip28.png
    31. Select Section, then drag and drop it into the Campaign Detail section.
      mceclip29.png
    32. On the Section Properties pop-up, enter Responsive Documents in the Section Name field and select the 1-Column layout button.
      mceclip30.png
    33. Click OK.
    34. Click Visualforce Pages, then select Campaign and drag and drop it into the Responsive Documents section.
      mceclip31.png
    35. 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.
    36. Type 500 in the Height (in pixels) field to add extra space when viewing the projects.
      mceclip32.png
    37. Select the Show Scrollbars and/or Show Label checkboxes if applicable.
    38. Click OK. The layout displays as shown below:
      mceclip33.png
    39. Click Save to save the changes.
    40. Click the App Launcher mceclip34.png icon and select Sales from the App Launcher pop-up.
    41. Click Campaigns and then select the campaign name.
      mceclip35.png
      The Details layout displays.
      mceclip36.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.

Was this article helpful?

/