Salesforce - Set up DataQ Real-Time in a custom form

Creating an override button for record creation

Define Buttons, Links, and Actions

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Buttons, Links, and Actions, scroll down to the New label and select Edit from the drop-down menu on the far right.

• In Salesforce Classic Override, select No override.
• In Lightning Experience Override, select Lightning Component > dqeone:DQE_CREATE_RECORD.
• In Mobile Override, select Lightning Component > dqeone:DQE_CREATE_RECORD.
• Click Save.

Repeat this procedure for other objects if necessary.

Define Page Layouts

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Page Layouts, go to the layout you want to customize.
• At the top of the page, select Mobile and Lightning Actions.
• Activate the button you created by dragging and dropping it into Salesforce Mobile and Lightning Experience Actions, at the top of the list.
• Click Save.

Repeat this procedure for other object layouts if necessary.

Activate the corresponding Lightning Page

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Lightning Record Pages, go to the Lightning page on which you want to activate DQE real-time services.
• Click Edit.
• At the top of the page, click Activation.
• In Org Default, select Assign as Org Default > Desktop and Phone, then click Save.
• Click Save in the upper-right corner of the page.

Repeat this procedure for other object Lightning pages if necessary.

Creating an Edit with DQE button for existing records

Define Buttons, Links, and Actions

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Buttons, Links, and Actions, click New Action.

• In Action Type, select Lightning Component.
• In Lightning Component, select dqeone:DQE_Edit_Record.
• In Height, enter 600px.
• In Standard Label Type, select No action.
• In Label, enter Edit With DQE and press Enter to automatically create the Name.
• Click Save.

Repeat this procedure for other objects if necessary.

Define Page Layouts

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Page Layouts, go to the layout you want to customize.
• At the top of the page, select Mobile and Lightning Actions.
• Activate the button you created by dragging and dropping it into Salesforce Mobile and Lightning Experience Actions, at the top of the list.
• Click Save.

Repeat this procedure for other object layouts if necessary.

Activate the corresponding Lightning Page and DQE custom component

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Lightning Record Pages, go to the Lightning page on which you want to activate DQE real-time services.
• Click Edit.
• At the top of the page, click Activation.
• In Org Default, select Assign as Org Default > Desktop and Phone, then click Save.
• Click Save in the upper-right corner of the page.
• Activate the button you created by dragging and dropping it into Salesforce Mobile and Lightning Experience Actions, at the top of the list.
• Click Save.

Repeat this procedure for other object Lightning pages if necessary.

Set up the DQE Record Detail custom component

Activate the corresponding Lightning Page

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Lightning Record Pages, go to the Lightning page on which you want to activate DQE real-time services.
• Click Edit.
• At the top of the page, click Activation.
• In Org Default, select Assign as Org Default > Desktop and Phone, then click Save.
• Activate the DQE custom Lightning component. In Custom – Managed, select DQE_Record_Details, then drag and drop it on the Salesforce Details tab to replace it with the DQE component.
• Click Save in the upper-right corner of the page.

Repeat this procedure for other object Lightning pages if necessary.

Creating an Update B2B Record button for existing Accounts only

Define Buttons, Links, and Actions

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Buttons, Links, and Actions, click New Action.
• In Action Type, select Lightning Component.
• In Lightning Component, select dqeone:DQE_B2B_Record_Update.
• In Height, enter 600px.
• In Standard Label Type, select No action.
• In Label, enter Update B2B Record and press Tab to generate the Name.
• Click Save.

Define Page Layouts

• For each object, go to Setup > Object Manager, then select the object of your choice.
• In Page Layouts, go to the layout you want to customize.
• At the top of the page, select Mobile and Lightning Actions.
• Activate the button you created by dragging and dropping it into Salesforce Mobile and Lightning Experience Actions, at the top of the list.
• Click Save.