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Configuring Custom Object Types for Salesforce for Proposal Builder

Overview

Along with configuring object types, you can configure custom object types in Salesforce. This enables associating Responsive Proposal Builder 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 Type on Salesforce

    1. Click Setup from the top navigation bar.
      PB - Salesforce Setup.png
    2. From the Build section of the left navigation pane, select Create > Objects.
      mceclip1.png
    3. Click ResponsiveProposals.
      mceclip2.png
    4. Scroll down to the Custom Fields & Relationships section and click New.
      PB - Custom Fields & Relationships - New.png
    5. Click Lookup Relationship, then click Next.
      mceclip4.png
    6. Select the field you want to relate to the custom object has to be related (Campaign, for example) and click Next.
      mceclip5.png
    7. Enter the values as shown in the image below, then click Next.
      Note: Do not check the Required checkbox.
      PB - Field Details.png
    8. Click Next on the Field Level Security page.
      PB - Field Security.png
    9. Clear the selection associated with ResponsiveProposals Layout and click Next.
      PB - Clear Field Ref to Page Layout.png
    10. Clear the selection associated with Campaign Layout and click Save.
      PB - Save Custom Field.png
      The newly added custom object field displays in the Custom Fields & Relationships section as shown below:
      PB - View Custom Field & Relationship.png
    11. From Responsive, go to Organization Settings > Integration > CRM and click Configure on the Salesforce tile.
    12. Click Connect to Salesforce and Publish Data for Reporting.
      PB - Configure Salesforce Instance.png
    13. Click Add Salesforce Data and select Campaign from the options.
      PB - Add Salesforce Data.png
    14. Select Campaign from the Report Field Mapping drop-down, then click Submit.
      PB - Report Field Mapping.png
    15. From Salesforce, go to Setup > Build > Develop > Lightning Components. and select Visualforce Pages.
      mceclip14.png
    16. Click New.
      PB - New VisualForce Page.png
    17. Enter the Name, Label and Description.
      Note: The label must be unique.
      PB - VisualForce Page details.png
    18. 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).
      PB - VisualForce Page - Apex code.png
    <apex:page StandardController="YOUR CUSTOM OBJECT" extensions="rfpio.ResponsiveProposalController" showHeader="false" applyHtmlTag="false" sidebar="false" action="{!onLoad}" docType="html-5.0">
    <rfpio:ResponsiveProposalComponent recordId="{!recordId}" RFPIO_BASE_URL="{!RFPIO_BASE_URL}" bgColor="{!bgColor}" JSONString="{!JSONString}" newProposalButton="{!newProposalButton}" associateButton="{!associateButton}" removeAssociateButton="{!removeAssociateButton}" launchRFPIO="{!launchRFPIO}">
    </rfpio:ResponsiveProposalComponent>
    </apex:page>
    1. Click Save. The Campaign page will be displays as shown below:
      PB - VisualForce Page - Campaign.png
    2. Once the Visualforce page is created, click + to customize the tabs.
      PB - Add Tab.png
    3. Click Customize My Tabs.
      Note: See Configuring Object Type (Classic) for more information on tab customization.
      PB - Customize Tab.png
    4. Select Campaign from the Available Tabs list and click Add, then click Save.
      PB - Add Campaign.png
    5. The Campaign tab is added to the bar.
      PB - Campaign Tab added.png
    6. Click Create New and select Campaign to add a new campaign.
      PB - Campaign Tab - Create New.png
    7. Enter the details and click Save.PB - New Campaign Details.png
    8. On the Campaign page, click Edit Layout.
      PB - Edit Layout.png
    9. Select Section, then drag and drop it into the Campaign Detail section.
      PB - Add Section.png
    10. On the Section Properties pop-up, enter Responsive Proposal Builder in the Section Name field and select the 1-Column layout button.
      PB - Section Properties - Responsive Proposal Builder.png
    11. Click OK.
    12. Next, click Visualforce Pages, then select ProposalCampaign and drag and drop it into the Responsive Proposal Builder section.
      PB - Add ProposalCampaing to Section.png
    13. 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.
    14. Type 800 in the Height (in pixels) field to add extra space when viewing the projects.
      PB - VisualForce Page Properties.png
    15. Select the Show Scrollbars and/or Show Label checkboxes if applicable.
    16. Click OK. The layout displays as shown below.
      PB - Campaign Layout.png
    17. Click Save to save the changes. The Campaign layout displays as shown below:
      PB - Responsive Proposal Builder View.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.

    Configuring Custom Object Type on Salesforce

    1. Click Setup from the top navigation bar.
      PB - Salesforce Setup.png
    2. From the Build section of the left navigation pane, select Create > Objects.
      mceclip1.png
    3. Click ResponsiveProposals.
      mceclip2.png
    4. Scroll down to the Custom Fields & Relationships section and click New.
      PB - Custom Fields & Relationships - New.png
    5. Click Lookup Relationship, then click Next.
      mceclip4.png
    6. Select the field you want to relate to the custom object has to be related (Campaign, for example) and click Next.
      mceclip5.png
    7. Enter the values as shown in the image below, then click Next.
      Note: Do not check the Required checkbox.
      PB - Field Details.png
    8. Click Next on the Field Level Security page.
      PB - Field Security.png
    9. Clear the selection associated with ResponsiveProposals Layout and click Next.
      PB - Clear Field Ref to Page Layout.png
    10. Clear the selection associated with Campaign Layout and click Save.
      PB - Save Custom Field.png
      The newly added custom object field displays in the Custom Fields & Relationships section as shown below:
      PB - View Custom Field & Relationship.png
    11. From Responsive, go to Organization Settings > Integration > CRM and click Configure on the Salesforce tile.
    12. Click Connect to Salesforce and Publish Data for Reporting.
      PB - Configure Salesforce Instance.png
    13. Click Add Salesforce Data and select Campaign from the options.
      PB - Add Salesforce Data.png
    14. Select Campaign from the Report Field Mapping drop-down, then click Submit.
      PB - Report Field Mapping.png
    15. From Salesforce, go to Setup > Build > Develop > Lightning Components. and select Visualforce Pages.
      mceclip14.png
    16. Click New.
      PB - New VisualForce Page.png
    17. Enter the Name, Label and Description.
      Note: The label must be unique.
      PB - VisualForce Page details.png
    18. 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).
      PB - VisualForce Page - Apex code.png
    <apex:page StandardController="YOUR CUSTOM OBJECT" extensions="rfpio.ResponsiveProposalController" showHeader="false" applyHtmlTag="false" sidebar="false" action="{!onLoad}" docType="html-5.0">
    <rfpio:ResponsiveProposalComponent recordId="{!recordId}" RFPIO_BASE_URL="{!RFPIO_BASE_URL}" bgColor="{!bgColor}" JSONString="{!JSONString}" newProposalButton="{!newProposalButton}" associateButton="{!associateButton}" removeAssociateButton="{!removeAssociateButton}" launchRFPIO="{!launchRFPIO}">
    </rfpio:ResponsiveProposalComponent>
    </apex:page>
    1. Click Save. The Campaign page will be displays as shown below:
      PB - VisualForce Page - Campaign.png
    2. Once the Visualforce page is created, click + to customize the tabs.
      PB - Add Tab.png
    3. Click Customize My Tabs.
      Note: See Configuring Object Type (Classic) for more information on tab customization.
      PB - Customize Tab.png
    4. Select Campaign from the Available Tabs list and click Add, then click Save.
      PB - Add Campaign.png
    5. The Campaign tab is added to the bar.
      PB - Campaign Tab added.png
    6. Click Create New and select Campaign to add a new campaign.
      PB - Campaign Tab - Create New.png
    7. Enter the details and click Save.PB - New Campaign Details.png
    8. On the Campaign page, click Edit Layout.
      PB - Edit Layout.png
    9. Select Section, then drag and drop it into the Campaign Detail section.
      PB - Add Section.png
    10. On the Section Properties pop-up, enter Responsive Proposal Builder in the Section Name field and select the 1-Column layout button.
      PB - Section Properties - Responsive Proposal Builder.png
    11. Click OK.
    12. Next, click Visualforce Pages, then select ProposalCampaign and drag and drop it into the Responsive Proposal Builder section.
      PB - Add ProposalCampaing to Section.png
    13. 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.
    14. Type 800 in the Height (in pixels) field to add extra space when viewing the projects.
      PB - VisualForce Page Properties.png
    15. Select the Show Scrollbars and/or Show Label checkboxes if applicable.
    16. Click OK. The layout displays as shown below.
      PB - Campaign Layout.png
    17. Click Save to save the changes. The Campaign layout displays as shown below:
      PB - Responsive Proposal Builder View.png

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