Salesforce - Setup DataQ Real Time in Custom form

Creating an Override Button for creation

• Defining Buttons Links and Actions
  • • For each object go to Setup > Object Manager > Select the object of your choice
    • In Buttons Links and Actions > Scroll down to the Label 'New' and select Edit from the drop down on the far right

• • • • • In Salesforce Classic Override : no action
        • In Lightning Experience Override : select Lightning Component > dqeone:DQE_CREATE_RECORD
        • In Mobile Override: select Lightning Component > dqeone:DQE_CREATE_RECORD
        • Click on Save

Repeat this procedure on other objects if necessary.

• Defining Page Layouts
  • • For each object go to Setup > Object Manager > 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 (drag and drop it into the Salesforce Mobile and Lightning Experience Actions, at the top of the list)
    • Click on Save

Repeat this procedure on other object layouts if necessary.

• Activating the corresponding Lightning Page
  • • For each object go to Setup > Object Manager > Select the object of your choice
    • In Lightning Record Pages > Go to the lightning page on which you want to activate DQE’s real time services
    • Click on Edit
    • At the top of the page click on Activation
    • In Org Default > Assign as Org Default > Desktop and Phone > Click on Save
    • Click Save (in the right corner of the page)

Repeat this procedure on other object lightning pages if necessary.

Creating an Edit with DQE Button for existing records

• Defining buttons Links and Actions
  • • For each object go to Setup > Object Manager > Select the object of your choice
    • In Buttons Links and Actions > Click on New Action

• • • In Action Type select Lightning Component
    • In Lightning Component select dqeone:DQE_Edit_Record
    • In Height modify with 600px
    • In Standard Label Type no action
    • In Label : Edit With DQE and press Enter to automatically create the Name
    • Click on Save

Repeat this procedure on other objects if necessary.

• Defining page Layouts
  • • For each object go to Setup > Object Manager > 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 (drag and drop it into the Salesforce Mobile and Lightning Experience Actions, at the top of the list)
    • Click on Save

Repeat this procedure on other objects’ layouts if necessary.

• Activating the corresponding Lightning Page and DQE’s custom component
  • • For each object go to Setup > Object Manager > Select the object of your choice
    • In Lightning Record Pages, go to the lightning page on which you want to activate DQE’s real time services
    • Click on Edit
    • At the top of the page click on Activation
    • In Org Default > Assign as Org Default > Desktop and Phone > Save
    • Click on Save (in the right corner of the page)
    • Activate the button you created (drag and drop it into the Salesforce Mobile and Lightning Experience Actions, at the top of the list)
    • Click on Save

Repeat this procedure on other object lightning pages if necessary.

Setup DQE Record Detail custom component

• Activating the corresponding Lightning Page
  • • For each object go to Setup > Object Manager > Select the object of your choice
    • In Lightning Record Pages > Go to the lightning page on which you want to activate DQE’s real time services
    • Click on Edit
    • At the top of the page click on Activation
    • In Org Default > Assign as Org Default > Desktop and Phone > Save
    • Activate the DQE custom Lightning Component (In Custom – Managed select DQE_Record_Details and drag and drop it on the Salesforce component Tab > Details and replace it with DQE’s component
    • Click on Save (in the right corner of the page)

Repeat this procedure on other object lightning pages if necessary.

Creating an Update B2B Record Button for existing Accounts only

• Defining buttons Links and Actions
  • • For each object go to Setup > Object Manager > Select the object of your choice
    • In Buttons Links and Actions, click on New Action
    • In Action Type select Lightning Component
    • In Lightning Component select dqeone:DQE_B2B_Record_Update
    • In Height modify to 600px
    • In Standard Label Type: no action required
    • In Label, update B2B Record and tabulation to generate the Name
    • Click on Save

• Defining page Layouts
  • • For each object go to Setup > Object Manager > 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 (drag and drop it into the Salesforce Mobile and Lightning Experience Actions, at the top of the list)
    • Click on Save