Salesforce and Application Integration

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Creating a Button or Link to Launch a Guide

This topic describes how to create a button or a link that launches a guide from a Salesforce object. The steps for doing this are:

Create a Visualforce page.

Update the Visualforce page's security settings.

Create a button (or link) for the desired Salesforce object.

Add the button (or link) the object's page layout.

An example is used to show these steps. In this example, a button is added that launches the Handle Case guide. Here is the General tab of the Guide Properties
dialog for this guide:

Guide Properties General tab, Handle Case

Customizing Salesforce

Creating a Visualforce Page

Update the Security for the Visualforce Page

Update the Page Layout

Create a Button on the Salesforce Page

Launch the Guide

Download Guide

Watch

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Salesforce and Application Integration

Salesforce and Application Integration

Creating a Button or Link to Launch a Guide

Creating a Button or Link to Launch a Guide