Intake Setup (Lightning)

RFPIO’s Salesforce integration allows for creating an Intake from an Opportunity, Lead, or Account.

Permissions Needed: Users must have the System Administrator profile in Salesforce, and Admin permission or a custom role with associated permissions in RFPIO.

Creating an Intake Button/Link

To create an Intake link/button follow the steps below:

1. Click the Setup gear icon, then Setup.

   

2. Click on Object Manager.

   

3. Search for and select the Opportunity object.

   

4. The Opportunity Details page will be displayed. Select Buttons, Links, and Actions.

   

5. Click New Button or Link.

   

6. Enter the following field values:

   Field	Value
   Label	Create Intake in RFPIO
   Name	Will auto-populate based on the Label value
   Description	Creates an Intake in RFPIO
   Display Type	Detail Page Button
   Behavior	Display in existing window without sidebar or header
   Content Source	URL

7. In the text box, input the following URL: https://rfpio.ap1.visual.force.com/apex/rfpio__CreateNewRfpioIntake?ObjectId={!Opportunity.Id} if your Salesforce URL is rfpio.ap1.visual.force.com

   If your Salesforce URL is rfpio.ap15.visual.force.com, the URL would be https://rfpio.ap15.visual.force.com/apex/rfpio__CreateNewRfpioIntake?ObjectId={!Opportunity.Id}

8. Click Save.

   

9. An alert message will be displayed. Click OK. The details of the button/link created will be displayed.

   

The same process can be followed for creating an Intake button/link on the Account and Lead objects as well.

Adding the Intake Button/Link to the Opportunity Layout

Once the Create Intake in RFPIO button/link is created, the Opportunity layout must be edited to display the newly created button. To add the button/link to the Opportunity layout, you can follow the steps below:

1. Go to the Opportunity object in the Object Manager. Under Page Layouts, select the Opportunity Layout (the one that contains the RFPIO Projects section).

   

2. From the top of the layout editor select Buttons. Then, drag the Create Intake In RFPIO button to Custom Buttons.

   

3. Click Save.

   

The same process can be followed for adding the Intake button/link on the Account and Lead object page layouts as well.

Configuring Intake Details on the Opportunity Layout

To view intakes created from RFPIO in Salesforce, the Opportunity layout must be edited to display the intakes. To add the Intake Details to the Opportunity layout, follow the steps below:

1. Go to the Opportunity object in the Object Manager. Under Page Layouts, select the Opportunity Layout (the one that contains the RFPIO Projects section).

   

2. From the page layout editor, scroll down to the RFPIO Projects section and click the wrench icon on the OpportunityIntakeDetailsPage Visualforce page to access its properties.

   

3. The Visualforce Page Properties pop-up will be displayed. Set the Height (in pixels) to 500 to have extra space for viewing projects in Salesforce. To show scrollbars and labels, select the corresponding checkboxes. Click OK.

   

4. Click Save.

   

The same process can be followed for configuring the Intake details on the Account and Lead object page layouts as well.

Modifying Fields in RFPIO Intake Details

To modify the fields in the RFPIO Intake Details, follow the steps below:

1. Within the Object Manager, search for and select the RfpioIntakeDetails object.

   

2. The RfpioIntakeDetails Details page will be displayed. Select Field Sets.

   

3. Click Intake Field Sets.

   

4. From the editor, select Opportunity Id. Drag fields as needed to In the Field Set. Configure and remove fields as needed.

   

5. Click Save.

   

The selected fields will only be displayed in the Opportunity's Intake Details, but the same process can be used for the Account and Lead objects.

Intake Details can be used with other custom objects. Refer to Configuring Custom Object Type (Lightning) to learn more.

Creating an Intake from Salesforce

Once the layout is set up, the Opportunities records will display the Create Intake in RFPIO button on the appropriate page layout.

Note: In order for the Create Intake in RFPIO button to appear, make sure the corresponding page layout is assigned to the appropriate Salesforce profiles.

To create intake, you can follow the steps below:

1. Click Create Intake In RFPIO. You will be navigated to the Create Intake page in Salesforce.
2. Select the Company Name, specify the required details, and click Create.

The Intake will be created and displayed on the Manage Intake page (under Intake) within RFPIO.

For more information regarding RFPIO’s Salesforce integration, refer to the Salesforce Integration Hub (Lightning).