This set of instructions is for all users who are installing the InsideView package. You can enable InsideView Sales mashup in Salesforce lightning experience using any one of the following procedures:
1. Configuring InsideView CRM View to Page Layout
2. Configuring InsideView CRM View within Details tab in Page Layout
Configuring InsideView CRM View in Page Layout
The following instructions describe how to add InsideView Sales CRM View in page layout. To learn how to install InsideView Sales package, click here.
|1||Login to Salesforce||
Log in to Salesforce CRM with a user who has edit page privilege.
Select the Account, Contact, Lead or Opportunity object where you want to configure IV mashup. For example, select InsideView, Inc account to configure an Account object.
|3||Select Contact and Edit Page||
Select the InsideView account and go to Setup. Here, select Edit Page, as illustrated below.
|4||Configure Visualforce components||
In the resultant screen after clicking the Edit Page above, scroll down on the left pane to click Visualforce as illustrated:
When you click Visualforce, its components are added on the page, bringing up the following screen:
In the above screen, fill up the red highlighted fields to complete the configuration process, as depicted below:
1. Specify a label in the Label field
2. Specify a Visualforce page name in the Visualforce Page Name field
3. Set the Height to 400 in Height field.
|6||Complete the process||
Click Save to complete the process of configuring.
Once configuration process is completed, a screen similar to the following one appears.
Repeat same steps to configure a contact, lead and opportunity object.
Configuring InsideView CRM View within Details tab in Page Layout
The following instructions describe how to add InsideView Sales CRM View within Details tab in page layout. To learn how to install InsideView Sales, click here.
|1||Click Setup Home||
After login to Salesforce, click Setup Home, as shown in the below screen:
|2||Go to Object Manager||
Click Objects and Fields and then click Object Manager.
|3||Go to the Page Layout||
Click Accounts to go to the following screen.
And click Page Layout, as illustrated in the below:
|4||Edit Account Page Layout||In the Page Layout, click the Account Layout link.
|5||Add Account Details||Under Account Layout, click Section and drag and drop it under Account Detail.
|6||Enter Section Properties||On the Section Properties dialog box, do the following:
- In the Section Name box, type InsideView.
|7||Add Connected app||Select Visualforce Pages under Account Layout, click InsideView Canvas Account Connector, drag and drop it in the InsideView section you created.|
|8||Go to Properties|| On the InsideView Canvas Account Connector, click Properties.
|9||Change the Visualforce Page Properties||On the Visualforce Page Properties, change Height (in pixels) to 400 and click OK.
|10||Save the changes and repeat steps||Click Save to save the updated page layout.
Repeat steps 2 - 8 to add InsideView to Leads, Opportunities, and Contacts objects.
To install Salesforce Home Page components, refer the article, Configuring Salesforce Home Page Components in our Knowledge Base.