Preface
Salesforce Managed Package
Running a Guide within a Salesforce Organization
Techniques
- Checking for Duplicate Leads and Contacts
- Email Actions (Salesforce)
Customizing Salesforce
Mobile Guides
Meeting Follow-up Wizards
Controlling Who Sees Guides
Launching a Guide
Guide Execution Reports

Salesforce and Application Integration

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Create a Button on the Salesforce Page

Within the Custom Buttons and Links area, press New to create a new button.

Set the button's details similar to the following. Notice how Detail Page Button
, Behavior
, and Content Source
are set. Content Source
must be set to the Visualforce page that you created earlier.

Note
: The way in which you create a link is similar; just select Detail Page Link
instead of Detail Page Button
and then use link in place of the button in the instructions that follow.

Creating a Button or Link to Launch a Guide

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