Configuring InsideView to Page Layout in Salesforce Lightning

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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 mashup to Page Layout

2. Configuring InsideView mashup within Details tab in Page Layout 

Configuring InsideView mashup in Page Layout

The following instructions describe how to add InsideView Sales mashup in page layout. To learn how to install InsideView Sales package, click here.

Step Description Details
 1 Login to Salesforce

Log in to Salesforce CRM with a user who has edit page privilege.  

 2 Select Object

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:

 5  Assign Labels

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 mashup within Details tab in Page Layout

The following instructions describe how to add InsideView Sales mashup within Details tab in page layout. To learn how to install InsideView Sales, click here.

Step Description Details
 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 Add Account Details Under Account Layout, click Section and drag and drop it under Account Detail.

 5 Enter Section Properties On the Section Properties dialog box, do the following:

            - In the Section Name box, type InsideView.
            - Under Layout select 1-Column.

Click OK.   

 6 Enter the Visualforce Pages  Select Visualforce Pages under Account Layout, click InsideView Account Connector, drag and drop it in the InsideView section you created. 

 

 7 Go to Properties  On the InsideView Account Connector, click Properties

 8 Change the Visualforce Page Properties On the Visualforce Page Properties, change Height (in pixels) to 400 and click OK

 9 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 SDFC Home Page components, refer the article, Configuring SFDC Home Page Components in our Knowledge Base.

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