Authors: Nihal Singh & Prabhakar Gupta
- Before installing the package make sure “Salesforce CRM Content” should be enabled for your org.
- On the user page, “Salesforce CRM Content User” should be checked.
- For Account, Lead & Contact visualforce page is already given.
Configure New Label Layout for Custom Object
Step 1: Go to the Setup page and type “Visualforce Pages”, select “Visualforce Pages” and then click on the “New” button.
Step 2: Give your visualforce page name & paste the following code.
<apex:page standardController=”objectAPIName” showHeader=”false” standardStylesheets=”false”>
<TSS_StickIt_MR1:StickIt_Dual sobjectId=”{!Id}” order_by=”fieldAPIName”></TSS_StickIt_MR1:StickIt_Dual>
<!–<c:StickIt_Dual />–>
</apex:page>
objectAPIName: Object API name like Account, Contact, CustomObject__c. fieldAPIName: object’s field API name, if want to mention more than field API name then separate them by a comma.
For reference:
<apex:page standardController=”Case” showHeader=”false” standardStylesheets=”false”>
<TSS_StickIt_MR1:StickIt_Dual sobjectId=”{!Id}” order_by=”CaseNumber,Account.Name,Serial_Number__c”></TSS_StickIt_MR1:StickIt_Dual>
<!–<c:StickIt_Dual />–>
</apex:page>
Step 3: Once you have added the above code, hit the save button to save the visualforce page.
Step 4: To add the visualforce page to the record page, open any record detail for the object to which the visualforce page has created and then click one “Gear” icon and then select “Edit Page”.
Step 5: In the left section search for “visualforce” and then drag and drop the element on the record page where you want to see it. After it, in the right section search for the visualforce page that we have created in Step 3. Click on the Save button.
Step 6: Now open the record detail page and the visualforce page will be visible on-page.
Steps Before Uploading Label
Step 1: Open your Label in any editor before uploading.
Step 2: Make space between Color tags, there should be space.
Please walk through the entire file & check if there is no space between the color tag then give space.
Change<Color A=”1″ R=”0″ G=”0″ B=”0″></Color> To
<Color A=”1″ R=”0″ G=”0″ B=”0″> </Color>
Upload New Label for Object
Step 1: From “App Launcher” search for “files” and open the “files” tab. Go to “Library” and open “StickIt Templates”.
Step 2: Click the “Add Files” button to upload the Label file. Make sure the label file should get uploaded under the “StickIt Templates” library.
Step 3: Once you have uploaded the file, just click on the drop-down next to the uploaded file and then select “Edit File Details”.
Step 4: Type object API name as we did for the visualforce page. (Give API as it is). Click on the “Save” button.
Step 5: Now open the record detail page for which object we are doing configuration.
Step 6: Check the checkbox next to the Label name & click on the button.
Get Preview on Page Load
Step 1: Open the record detail page where you have added the visualforce page.
Step 2: Click on the following highlighted icon.
Step 3: If getting the following error while clicking on the highlighted icon as shown above, then make the user’s profile have access to Task’s “Type”field. (If not getting an error ignore Step 3, 4, 5 & 6).
Step 4: Open Task object page from Object Manager & goto “Fields & Relationships” section and search for “Type” Field.
Step 5: Click on the “Type” and then click on the “Set Field-Level Security”.
Step 6: Make checkbox true next to Profile for which want to open access and then save changes.
Step 7: Once you click on the highlighted icon (in Step 2). The following page will open & here you can default label name (can select multiple) that should automatically get selected while page loading to show preview.
