Salesforce and Application Integration

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Running a Guide When the User Clicks New

Salesforce users can create new objects using the Create New
picklist, a button, or a link.

After users select one of these, Salesforce displays a page into which the user can enter information. If you would prefer that they run a guide, you can override these actions for standard objects. Here's how:

Go to that object's Buttons and Links
setup page; for example, App Setup Customize > Opportunities > Buttons and Links
.

Within the displayed table, find the New
row, and then click Edit
.

Select the Visualforce page on which you are going to override the New action.

Create the Visualforce page that runs the guide. For example, if you wish to run the Create Opportunity guide, you might create a page that runs it such as:

<apex:page sidebar="false"  showHeader="false">
    <icrt:AeSalesGuides objectType="_any" objectId="{!$User.Id}" 
        guideName="Create Opportunity"/>
</apex:page>

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