Configuring Custom Object Types (Classic)

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Along with configuring object types, you can configure custom object types in Salesforce. This enables associating projects/intakes with custom object types such as Asset, Deals, Campaigns, and more.

Permission: Users must have the privilege System Administrator in Salesforce and Company Administrator in RFPIO.

The steps involved in configuring custom object types are as follows:

  1. Click Setup from the top navigation bar.

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  1. From the left navigation pane, select Create from Build section.

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  1. Select Objects. The Custom Objects page will be displayed.

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  1. Click RfpioDetail. The RfpioDetail (Managed) page will be displayed. To associate intakes, click RfpioIntakeDetails.
  2. Scroll down to the Custom Fields & Relationships section and click New.

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  1. The New Custom Field page will be displayed. Select Lookup Relationship.

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  1. Click Next. A page as shown below will be displayed.

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  1. Select the field to which the custom object has to be related (for example: Asset) and click Next. A page as shown below will be displayed.

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  1. Enter the values as shown in the image.

Note: The required checkbox should NOT be selected. 
  1. Click Next.
  2. The field level security page will be displayed. Click Next.

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  1. The Add Reference Page will be displayed. Clear the selection associated with RfpioOpportunity Layout and click Next.

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  1. The Add Custom Related Fields page will be displayed. Clear the selection associated with Asset Layout and click Save.

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The newly added custom object field will be displayed in the Custom Fields & Relationships section as shown below:

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  1. From RFPIO, click Organization Settings > INTEGRATION > Salesforce Configure.

The Salesforce pop-up will be displayed as shown below:

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  1. Click CONNECT TO SALESFORCE AND PUBLISH DATA FOR REPORTING.

Once connected a field as shown below will be displayed:

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  1. Click Add Salesforce Data. Select Asset from the options.
  2. Select AssetID from the Report Field Mapping drop-down.

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  1. Click SUBMIT.
  2. From Salesforce, navigate to Setup > Build > Develop > Lightning Components.
  3. Select Visualforce Pages.

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  1. The Visualforce Pages will be listed. Click New.

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  1. Enter the Name, Label and Description.

Note: Label must be unique. 
  1. In Visualforce Markup section, enter the following code: 

Projects:

 

<apex:page StandardController="YOUR CUSTOM OBJECT API" extensions="rfpio.RfpioController" showHeader="false" applyHtmlTag="false" sidebar="true" action="{!onLoad}" docType="html-5.0">

<rfpio:RfpioComponent recordId="{!recordId}" RFPIO_BASE_URL="{!RFPIO_BASE_URL}" bgColor="{!bgColor}" JSONString="{!JSONString}" createButton="{!createButton}" intakeButton="{!intakeButton}" associateButton="{!associateButton}" removeAssociateButton="{!removeAssociateButton}" launchRFPIO="{!launchRFPIO}">

</rfpio:RfpioComponent>

</apex:page>

 

Intakes:

<apex:page StandardController="YOUR CUSTOM OBJECT API" extensions="rfpio.RfpioIntakeDetailsController" showHeader="false" applyHtmlTag="false" sidebar="false" action="{!getIntakeDetails}" docType="html-5.0">


<rfpio:RfpioIntakeComponent recordId="{!recordId}" bgColor="{!bgColor}" createButton="{!createButton}" selectedFieldList="{!selectedFieldList}" rfpioIntakeDetailsList="{!rfpioIntakeDetailsList}" />


</apex:page>

 

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Note: Replace YOUR CUSTOM OBJECT API with Asset, as you had selected custom field lookup relationship for the object Asset. Similarly, you can replace the value for other custom object types.

  1. Click Save. The Asset page will be displayed as shown below:

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  1. Once the Visualforce page is created, click plus icon to customize the tabs.
  2. Click Customize My Tabs, add Assets, and click Save. For more details on tab customization, refer to Configuring Object Type (Classic). 

The Assets tab will be displayed as shown:

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  1. Click Assets. The Assets Home page will be displayed.
  2. Click New to add a new Asset.
  3. Enter the details and click Save. The Asset created will be displayed in the Recent Assets section as shown:

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  1. Click the asset name. The asset’s page will be displayed.

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  1. Click Edit Layout.
  2. Select Section, drag it and place it in Asset Detail section.

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  1. The Section Properties pop-up will be displayed. Enter the section name as RFPIO Documents, and select the Layout as 1-Column.

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  1. Click OK.
  2. Click Visualforce Pages, select Asset and drag it and place it in RFPIO Documents section.

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  1. Once the Visualforce page has been added, click the properties icon or double click on the layout. The Visualforce Page Properties pop-up will be displayed.
  2. Modify Height (in pixels) to 500, to have extra space for viewing the projects.

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  1. To show scrollbars and labels, select the associated check-boxes.
  2. Click OK. The layout will be displayed as shown below:

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40. Click Save to save the changes. The Assets layout will be displayed as shown below:

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To refer other Salesforce (Classic) documentation, click here.

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