Configuring Custom Object Type (Lightning)

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  icon and select Setup.

  

2. You will be navigated to the Home From the left navigation pane, click Objects and Fields displayed under PLATFORM TOOLS.

  

3. Select Object Manager. The Object Manager page will be displayed.

   

4. Scroll down and click RfpioDetail. The RfpioDetail page will be displayed. For intakes, select RfpioIntakeDetails.

  

5. Click Field & Relationships. The Fields & Relationships page will be displayed.

  

6. Click New. The New Custom Field page will be displayed.

  

7. Select Lookup Relationship and click Next. A page as shown below will be displayed:

  

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

  

9. Enter the values as shown in the image.

Note: The required checkbox should NOT be selected.

10. Click Next.
11. The field level security page will be displayed. Click Next.

  

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

  

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

  

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

  

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

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

  

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

Once connected a field as shown below will be displayed:

   

16. Click Add Salesforce Data. Select Campaign from the options.
17. Select Campaign ID from the Report Field Mapping drop-down.

   

18. Click SUBMIT.
19. From Salesforce Home page, enter visualforce pages in the Quick Find text box.

   

20. The results would be displayed as shown. Click Visualforce Pages.

   

21. The Visualforce Pages will be displayed. Click New.

   

A page as shown below will be displayed:

   

22. Enter the Name, Label and Description.

Note: Label must be unique.

23. In Visualforce Markup section, enter the following code: 

Project:   <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>   Intake: <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>

 

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

24. Click Save. The Campaign page will be displayed as shown below:

   

25. Once the Visualforce page is created, from the Salesforce Home page click Campaigns.

   

26. The Campaigns page will be displayed. Click New.
27. Enter the details and click Save. The Campaign created will be displayed in the Recent Campaigns tab as shown:

   

28. Next, click Settings icon, select Setup.

   

29. From the navigation pane, select Object and Fields > Object Manager.

   

30. The Custom Object page will be displayed. Select Campaign.

   

31. The Campaign page will be displayed. Click Page Layouts.

   

32. The Page Layouts page will be displayed. Click Campaign Layout.

  

33. The layout settings page will be displayed.
34. Select Section, drag it and place it in Campaign Detail section.

   

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

  

36. Click OK.
37. Click Visualforce Pages, select Campaign and drag it and place it in RFPIO Document section.

   

38. 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.
39. Modify Height (in pixels) to 500, to have extra space for viewing the projects.

   

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

   

42. Click Save to save the changes.
43. Click  App launcher icon > select Sales from App Launcher pop-up. The tabs will be listed.
44. Click Campaigns and then click on the campaign name.

   

45. The campaign’s page will be displayed. Click Details The layout will be displayed.

 

 

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