16 Feb 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
Now go to Develop|Static Resource|New
Now Select New Button
Now enter the name for the static resource in the Name Field as CustomObjectHelpText
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
Now Click on New
Now we have to enter Label and Name Fields as shown below.
Enter the Code as shown above.
Now Click on Save Button
Now go to Setup|Develop|Pages and browse for CustomObjecthelpText Visualforce page nd click on security Link.
Now we have to set Security for the required profiles
Now Click On Save
Linking Visualforce page link with Custom Objects
Now go to Setup|Create|Object|nycustom Object|Edit
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.
After clicking on the link a PDF Document will be opened as shown.