Before we get started, choose what Salesforce view is your preferable tool.
Classic view
You can get to the ARPEDIO Matrix via the object detail screen - see the example below. This guide tells you how to create a Visualforce page showing the Matrix score in the object detail screen.
What you need to do
- Create two Visualforce pages
- Assign the two new Visualforce pages to a permission set
- Include the two new Visualforce page in the layout of the object detail screen. This is explained in this guide.
Create two Visualforce pages
You create the first VisualForce page by selecting Setup ->Build-> Develop -> Visualforce pages. Click New.
- Enter ArpedioMatrixBasic followed by the name of the object, all in one word, as both the label and the name for the Visualforce page.
2. Enter the code below in the Visualforce Markup but replace the two occurrences of the word Account with the API name of the object:
<apex:page docType="html-5.0" cache="false" standardController="Account">
<arpediomatrix:StakeHolderMapBlockLayout owner="{!Account}" />
</apex:page>
NB: if it is a custom object, Salesforce automatically has appended “_c” to the object type name, e.g. MyObjectName_c.
3. Press Save.
In order to also create the assessment screen used in the mobile version (Salesforce1) you repeat the steps above, but enter "1" in the label and name: ARPEDIO1MatrixBasic<ObjectName> and mark the page as available for Salesforce mobile apps.
2. Assign the two new Visualforce pages to a permission set
Second, you need to assign the new Visualforce pages to the permission set: ARPEDIOMatrix.
Go to Manage Users -> Permission Sets, and click on ARPEDIOMatrix in the list of permission sets.
Click on Visualforce Page Access.
Press Edit to add the new Visualforce pages to the permission set.
Locate the two new Visualforce pages (ARPEDIO.. and ARPEDIO1…) in the list to the left, and press the right arrow to add the two new pages to the permission set.
Press Save.
Congratulations, now you have completed the changes to the permission set.
3. Include the new Visualforce page in the layout of the object detail screen.
This is explained in this guide.
Lightning view
You can get to the ARPEDIO Matrix via the object detail screen - see the example below. This guide tells you how to create a Visualforce page showing the Matrix score in the object detail screen.
What you need to do
- Create two Visualforce pages
- Assign the two new Visualforce pages to a permission set
- Include the two new Visualforce page in the layout of the object detail screen. This is explained in this guide.
Create two Visualforce pages
You create the first VisualForce page by going to the setup menu and search for VisualForce Page. Click on New.
- Enter ArpedioMatrixBasic followed by the name of the object, all in one word, as both the label and the name for the Visualforce page.
2. Enter the code below in the Visualforce Markup but replace the two occurrences of the word Account with the API name of the object:
<apex:page docType="html-5.0" cache="false" standardController="Account">
<arpediomatrix:StakeHolderMapBlockLayout owner="{!Account}" />
</apex:page>
NB: if it is a custom object, Salesforce automatically has appended “_c” to the object type name, e.g. MyObjectName_c.
3. Press Save.
In order to also create the assessment screen used in the mobile version (Salesforce1) you repeat the steps above, but enter "1" in the label and name: ARPEDIO1MatrixBasic<ObjectName> and mark the page as available for Salesforce mobile apps.
2. Assign the two new Visualforce pages to a permission set
Second, you need to assign the new Visualforce pages to the permission set: ARPEDIOMatrix.
Go to setup and find Permission Sets.
Click on ARPEDIOMatrix in the list of permission sets.
Click on Visualforce Page Access.
Press Edit to add the new Visualforce pages to the permission set.
Locate the two new Visualforce pages (ARPEDIO.. and ARPEDIO1…) in the list to the left, and press the right arrow to add the two new pages to the permission set.
Press Save.
Congratulations, now you have completed the changes to the permission set.
3. Include the new Visualforce page in the layout of the object detail screen.
This is explained in this guide.
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