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 icon and select Setup.
     
  2. From the left navigation pane, click Platform Tools > Objects and Fields > Object Manager.
     
  3. Scroll down and click ResponsiveDetail.
     Note: For intakes, select ResponsiveIntakeDetails.
     
  4. From the left navigation pane, click Fields & Relationships.
     
  5. Click New.
     
  6. Select Lookup Relationship and click Next.
     
  7. Select the field to which the custom object has to be related (Campaign, for example) and click Next.
     
  8. Enter the values as shown in the image below, then click Next.
     Note: Do not check the Required box.
     
  9. Click Next on the Field Level Security page.
     
  10. Clear the ResponsiveOpportunity Layout checkbox and click Next.
      
  11. Clear the Campaign Layout checkbox and click Save.
      
      The newly added custom object field displays in the Custom Fields & Relationships section as shown below:
      
  12. From Responsive, go to Organization Settings > Integration > CRM
      
      
      
  13. Click the Configure button for Salesforce.
      
      
      
  14. Click Connect to Salesforce.
      
  15. Scroll down and click Add Salesforce Object. 
      
  16. Click the arrow to display the menu. Select Campaign. You can now map values for the campaign ID. 
      
  17. Click Save.
  18. From the Salesforce Home page, type visualforce pages in the Quick Find text box.
      
  19. Click Visualforce Pages from the results.
      
  20. Click New.
      
  21. Enter the Name, Label and Description.
      Note: The label must be unique.
      
  22. 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>

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

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