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Adding PathFactory to the Salesforce Opportunity Page Layout

Contents

Currently in Closed Beta. Contact your CSM to learn more about this feature.

Summary

This article outlines the steps needed to add PathFactory to your organization’s Salesforce Opportunity Page Layout.

Have questions about PathFactory for Sales? Check out this FAQ, or contact your CSM for more information.

Step 1: Create PathFactory Opportunity Visualforce Page

  1. Log in to Salesforce with a Salesforce administrator account.

  2. From Setup, select Develop > Visualforce Pages in the Build section.

  3. Click the New button located above the Visualforce Pages table.

  4. Enter the following values:

    • Label: PathFactory Opportunity

    • Name: PathFactory_Opportunity

    • Available for Lightning Experience, Lightning Communities, and the mobile app: Checked

    • Visualforce Markup:

        standardController="Opportunity" showHeader="false" standardStylesheets="false" readOnly="true">           id="pf-embed"     src="https://connectapp.lookbookhq.com/embed.js"     data-provider="salesforce"     data-token="{!$Api.Session_ID}"     data-resource="opportunity"     data-name="{!Opportunity.Name}"   >

  5. Click Save.

Step 2: Set Pathfactory Opportunity Visualforce Page Security

  1. From Setup, select Develop > Visualforce Pages in the Build section.

  2. Next to the name of the PathFactory Opportunity Visualforce page, click Security.

  3. Select the profiles that you want to enable from the Available Profiles list and click Add.

  4. Select the profiles that you want to disable from the Enabled Profiles list and click Remove.

  5. Click Save.

Step 3: Add PathFactory Opportunity Visualforce Page to Opportunity Page Layout

  1. From Setup, select Customize > Opportunities > Page Layouts in the Build section.

  2. Select Edit next to the page layout that the PathFactory Opportunity Visualforce page will be added to.

  3. Add a Section component to the desired area of the page layout.

  4. Enter the following values:

    1. Section Name: PathFactory Content Insights

    2. Detail Page: Checked

    3. Edit Page: Checked

    4. Layout: 1 Column

  5. In the top palette, select Visualforce Pages on the left sidebar.

  6. Drag PathFactory Opportunity into the section you just created.

  7. Enter the following values:

    1. Width: 100%

    2. Height: 660

    3. Show scrollbars: Unchecked

    4. Show label: Unchecked

Updated on May 26, 2022

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