Overview

Note: Contact support@responsive.io to access this feature or request enablement.

Along with configuring object types, you can configure custom object types in Salesforce. This enables associating Responsive Proposal Builder with custom object types such as Asset, Deals, Campaigns, and more.

Permissions

Users must have the System Administrator privilege in Salesforce and Company Administrator privilege in Responsive to complete the installation.

Configuring custom object types on Salesforce for Proposal Builder

1. In Salesforce, click Setup from the top navigation bar.
2. From the Build section of the left navigation pane, select Create > Objects.
3. Click ResponsiveProposals, then scroll down to the Custom Fields & Relationships section and click New.
4. Click Lookup Relationship, then click Next.
5. Select the field you want to relate to the custom object (Campaign, for example) and click Next.
6. Enter the values as shown in the image below, then click Next.
   Note: Do not check the Required checkbox.
   
7. Click Next on the Field Level Security page.
8. Clear the selection associated with ResponsiveProposals Layout and click Next.
   
9. Clear the selection associated with Campaign Layout and click Save. The newly added custom object field displays in the Custom Fields & Relationships section.
   
10. In Responsive, go to Organization Settings > Integrations > CRM and turn the Salesforce toggle on (if necessary), then click Configure.
11. Click Connect to Salesforce, then click Add Salesforce Object and select Campaign from the options.
12. Select Campaign from the Proposal Report Field Mapping drop-down menu, then click Save.
13. In Salesforce, go to Setup > Build > Develop > Lightning Components and select Visualforce Pages, then click New.
    
14. Enter values for the Label, Name and Description.
    Note: The label must be unique.
15. Enter the following code in the Visualforce Markup tab:
    Note: In the code below, replace the YOUR CUSTOM OBJECT API text with the value of the custom object you selected (such as Campaign).

<apex:page StandardController="YOUR CUSTOM OBJECT" extensions="rfpio.ResponsiveProposalController" showHeader="false" applyHtmlTag="false" sidebar="false" action="{!onLoad}" docType="html-5.0">
<rfpio:ResponsiveProposalComponent recordId="{!recordId}" RFPIO_BASE_URL="{!RFPIO_BASE_URL}" bgColor="{!bgColor}" JSONString="{!JSONString}" newProposalButton="{!newProposalButton}" associateButton="{!associateButton}" removeAssociateButton="{!removeAssociateButton}" launchRFPIO="{!launchRFPIO}">
</rfpio:ResponsiveProposalComponent>
</apex:page>

16. Click Save. The Campaign page displays as shown below:
    
17. Once the Visualforce page is created, click + to customize the tabs.
    
18. Click Customize My Tabs.
    Note: See Configuring custom object types - Salesforce (Classic) for more information on tab customization.
19. Select Campaign from the Available Tabs list and click Add, then click Save. The Campaign tab is added to the bar.
20. Click Create New and select Campaign to add a new campaign, then enter the details and click Save.
21. On the Campaign page, click Edit Layout, then select Section and drop it into the Campaign Detail section.
    
22. On the Section Properties pop-up, enter Responsive Proposal Builder in the Section Name field and select the 1-Column layout button, then click OK.
23. Click Visualforce Pages, then select ProposalCampaign and drag and drop it into the Responsive Proposal Builder section.
    
24. Once the Visualforce page has been added, click the Properties icon, or double-click on the layout, to bring up the Visualforce Page Properties pop-up.
25. Set the Height (in pixels) to 800 to add space when viewing the projects.
26. Select the Show Scrollbars and/or Show Label checkboxes if applicable.
27. Click OK.
28. Click Save. The Campaign layout displays as shown below: