Intake Setup (Classic)

Salesforce enables you to create Intake from an Opportunity, Leads or Accounts.

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

The following sections are covered here:

• Creating Intake Link/ Button
• Adding the Intake Button/Link to the Opportunity Layout
• Adding Intake Details to the Opportunity Layout
• Modifying Fields in Intake Details Section
• Creating Intake from Salesforce

To create Intake from Salesforce you need to configure the following:

Creating Intake Link/Button

Creating link/button is similar to creating custom fields in Salesforce. Refer to the Creating and Mapping Custom Fields documents for more details. To create intake link/button follow the steps below:

1. Click Setup.
2. Scroll to Build section in the left navigation pane and select Customize.

3. Select the object type, example: Opportunities.

 

4. Select Buttons, Links, and Actions. A page as shown below will be displayed:

 

5. Click New Button or Link. The New Button or Link page will be displayed as shown below:

 

6. Enter the following values for the fields: 

Field	Value
Label	Specify Create Intake in RFPIO
Name	Specify Create Intake in RFPIO
Description	Specify Create Intake in RFPIO
Display Type	Select Detail Page Button
Behavior	Select Display in Existing page without Sidebar or Header
Content Source	Specify as URL
Select Field Type	Select Opportunity
Insert Field	Select Insert Merge Field

7. In the URL textbox, specify 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

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

8. Click Save. An alert message as shown below will be displayed:

 

9. Click OK. The details of the button/link created will be displayed as shown:

 

Note: Similar process can be followed for creating Intake button/link for Leads and Accounts.

 

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. Click Opportunities tab, select an opportunity and then click Edit Layout.

The Opportunity Layout page will be displayed:

  

2. Click Buttons and then select Create Intake In RFPIO.

  

3. Drag and place it in the Custom Button section as shown. The added button will be displayed as shown below:

  

4. Click Save to save the layout.

Adding Intake Details to the Opportunity Layout

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

1. Click the opportunity name. You will be taken to the selected opportunities page.
2. Click Edit Layout. The Opportunity Layout page will be displayed.
3. From Fields, select and hold Section to drag it under Opportunity Details.

The Section Properties pop-up will be displayed:

 

4. Specify the section name as RFPIO Intakes.
5. Select the Layout as 1-Column and click OK.

6. Next, click Visualforce Pages, select and hold OpportunityIntakeDetailsPage and drag it under the newly created RFPIO Intakes.
7. Once the Visualforce page has been added, click the setting icon or double click on the layout. The Visualforce Page Properties pop-up will be displayed.
8. Modify Height (in pixels) to 500, to have extra space for viewing the projects.

 

9. To show scrollbars and labels, select the associated checkboxes.
10. Click OK. The layout will be displayed as shown below:

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

Modifying Fields in Intake Details Section

To modify the fields in the RFPIO Intakes section, you can follow the steps below:

• Click Setup> Build> Create> Objects and click RfpioIntakeDetails.
• Scroll down to the Field Sets section and click edit associated with Intake Field Sets.

• Click Opportunity Id.
• Drag the required fields to the In The Field Set section as shown below:

• To remove any selected filed, click on the field, followed by the delete icon.
• Click Save to save the selections. 

The selected fields will only be displayed in the opportunity's Intake Details section.

In a similar way, you can edit the layout for other object types such as Leads and Accounts. You can also display Intake Details in other custom Objects such as Assets, Contracts, etc. Click here to learn more. 

Creating Intake from Salesforce

Once the layout is setup, the Opportunities page will be displayed as shown:

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 will be displayed in the Manage Intake page of RFPIO as shown:

Intake details will be displayed in Salesforce page as shown below:

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