GENERATING HELP PAGES FOR CUSTOM OBJECTS | Techila
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GENERATING HELP PAGES FOR CUSTOM OBJECTS

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GENERATING HELP PAGES FOR CUSTOM OBJECTS

It is nothing but adding Custom PDF file or PDF document for the purpose of showing help information in Salesforce.com

Generating help pages for Custom Objects using Visualforce and a PDF document we have to follow three steps.

1)      Upload PDF Document in to Salesforce.com as a Static Resource.

2)      Creating Visualforce page.

3)      Linking Visualforce page with Custom Objects.

4)      Testing the Page.

How to Upload PDF Document in to Salesforce.com using Static Resource

 

Before Uploading PDF Document in to Salesforce create an appropriate PDF help document. After creating PDF document follow the steps shown below.

Go to Setup

 

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages.png

Now go to Develop|Static Resource|New

 

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages1.png

Now Select New Button

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages2.png

Now enter the name for the static resource in the Name Field as CustomObjectHelpText

 

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages3.png

In the file Select Choose file and upload PDF Document . Leave Cache control as private.

 

Now Click on Save

 

Uploading PDF Document to Salesforce using static resource has been finished.

 

Creating Visualforce page

 

PDF Document which is uploaded is stored in Salesforce and now we can use that PDF Document as Reference with Visualforce page. To reference with Visualforce page we have to create new Visualforce page as shown below.

Go to Setup|Develop|Page

 

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages4.png

Now Click on New

 

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages5.png

Now we have to enter Label and Name Fields as shown below.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages6.png

Enter the Code as shown above.

Now Click on Save Button

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages7.png

Now go to Setup|Develop|Pages and browse for CustomObjecthelpText Visualforce page nd click on security Link.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages8.png

Now we have to set Security for the required profiles

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages9.png

Now Click On Save

 

Linking Visualforce page link with Custom Objects

 

Now go to Setup|Create|Object|nycustom Object|Edit

 

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages10.png

 

Enter the values as shown above and in the context Sensitive Help Setting select the option called open a window using a Visualforce and select content name from the Drop Down CustomObjectHelptext.

 

Now Click on Save

 

Testing the Page

 

Now go to Detailed View of the Custom record and click on Help for this Page which is on the right-hand side of the page.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/GeneratingHelpPages11.png

After clicking on the link a PDF Document will be opened as shown.

Courtesy: http://www.crmsalesforcetraining.com/generating-help-pages-custom-objects/

Author: techila

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