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  • Application Integration
  • All Products

Table of Contents

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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

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Step 4: Set Up Salesforce to View Guides

Step 4: Set Up Salesforce to View Guides

To set up the Salesforce page of an object to view related guides, create a section in the home page of the Salesforce object and then add guides to the section.
  1. Log in to your Salesforce account.
  2. Click
    All Tabs
     and then select the object that you specified when creating a guide.
    The object's
    Home
     page appears.
    This image shows the Home page of the Contact Salesforce object. One contact is visible under the Recent Contacts list.
  3. Select the item for which you want to see
    Application Integration
     guides.
    The item details page appears.
    This image shows the details of the contact John Snow.
  4. Click
    Edit Layout
    .
    The
    Layout
     page appears.
    This image shows the Contact Layout page. Fields is highlighted and you have the option to add either a Section or a Blank Space.
  5. Drag a
    Fields
    Section
     onto the page layout area below.
    The
    Section Properties
     dialog box appears.
    This image shows the Section Properties dialog box. The Section Name is Guides.
    .
  6. In the
    Section Name
     field, enter
    Guides
     and then click
    OK
    .
    A section called
    Guides
     appears in the page layout of the object.
    This image shows the Guides section in the page layout.
  7. From the top of the page, select
    Visualforce Pages
     and then select a guide.
    This image shows the Contact Layout page. Visualforce Pages is selected and you have the option to add sections or guides.
  8. Drag the guide on to the
    Guides
     section of the page.
    This image shows the Guides section of the Contact layout page with the Contact Sales Guide added.
    All published guides that apply to this Salesforce object appear as links here. Click a link to run the guide.
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