Salesforce and Application Integration

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Launching a Guide from a Salesforce Button

The previous topics in this section showed how you can add a button to a page and have that button launch a guide. In some cases, you want a guide to launch when a user presses a button. For example, within an Account page, pressing the "New Opportunity" button tells Salesforce to display an empty Opportunity page. This topic shows how you could instead launch a guide when the user presses the button.

Step 1: Create a Visual Force Page

Select Setup > App Setup > Develop > Pages
. At the top of the table that is displayed, press the New
button.

Enter the label that will be used for your code. Salesforce will also automatically give it a name. You can give it another name if you like.

Add your code to this form. The following code is designed to modify the Salesforce built-in Opportunity object. It will invoke a guide called "New Opportunity". As it will be invoked from within an Account page, the

objectType

is set to

Account

. The opportunity will need to know the

AccountId

(which is the same as when the form is displayed when pressing the New
button). The final attribute indicates the guide will display in an area whose height is 600 pixels.

<apex:page standardController="Opportunity">
    <icrt:AeSalesGuides 
           guideName="New Opportunity" 
           objectType="Account"
           objectId="{!Opportunity.AccountId}" 
           height="600px"/>
</apex:page>

Step 2: Reassign the "New" Button

Select Setup > Customize > Opportunities > Buttons, Links, and Actions
.

In the displayed table, select the Edit
Action to the left of New.

In the displayed Override Properties page, go to the bottom of the form and set Visualforce Page. From the picklist, select the name of the Visualforce page This is the name you set in the previous section.