Salesforce Partners Home Page Components Configuration Guide

salesforce.com

January 21, 2010

Overview
This document outlines how to install the “lead-inbox” and “approval requests” home page components for your Salesforce Partners Portal Deployment. The package includes the following:

Component Name
Approval_Requests Lead_Inbox Approval Requests

Component Type
VisualForce Page VisualForce Page Home Page Component

Description
Approval Requests list Visualforce Page The Lead Inbox/Available leads Visualforce Page A Home Page Component that references the approval requests Visualforce Page A Home Page Component that references the Lead Inbox Visualforce Page Apex code that contains the business logic behind the VisualForce pages. Additional Apex code required by the Approval Requests Visualforce Page.

Lead Inbox

Home Page Component

prmHomePageComponents ApprovalRequests

Apex Class Apex Class

Installing the Package
1) Log out of salesforce.com 2) Enter this URL into the browser: 3) https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0 %3D04t30000000Sxf1 4) You will be prompted for your login. Login using your administrator user account.

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5) You will be presented with the list of items in the package:

6) Click Continue

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7) If you get an Error like this, then you probably installed the old PRM S-Controls. You should either rename the existing homepage components and VF pages or you can uninstall the PRM Home page Scontrol package.

8) NOTE: In order to install the package you must have Record Types enabled for Leads. You may also get an error if you do not have Record Types enabled for leads.

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9) Then you need to approve the package API access. Click Next.

10) Select the appropriate access and click Next

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11) Click “Ignore Apex test failures that may cause the installed application to function properly”. Then click Install.

12) When the Install is complete you may see an error message (you may not see it depending on the data within your org). If you don’t see this error, skip to step 12. If you do see it, ignore the Package Error List and click “Deploy Now”. 13) If you didn’t get an Apex Test error, you will see the following screen.

Grant partners access to VisualForce Page
The homepage components are now comprised of VisualForce pages, in order for partners to be able to view the VisualForce pages you will need to grant them access to view the VisualForce pages by modifying their profiles 1) Navigate to
Setup |Administration Setup| Manage Users| Profiles

2) Drill into a partner profile

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3) Scroll down to the bottom and find the “Enabled Visualforce Page Access” and click Edit

4) Pick and move the Approval_Requests and Lead_Inbox VisualForce pages to the Enabled VisualForce Pages column and click save.

5) Repeat steps 2 through 4 for each partner profile.

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Updating the Visualforce Pages
Next you need to edit two of the Visualforce pages so they inherit the styles, colors, and fonts you configure in your partner portal. You need to edit the Lead Inbox and Approval Requests pages. 1) Navigate to
Setup | App Setup | Customize | Partners | Settings

2) Drill into your portal Click into the portal

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3) Note the Login URL which has the OrgId and PortalId values. In this example the org id=’00D300000006hcK’ and the portal id=’06030000000006e’.

4) Navigate to
Setup | App Setup | Develop | Pages

5) Drill into the Lead Inbox Page

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6) Click Edit to edit the Visualforce page

7) Scroll down and update this line of text.

The comment shows you the proper format for the href for the link. The hhref format should be: /sCSS/12.0/PortalDefault/<ORGID>/<PortalId>/portal.css

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So update the link line (not the commented one) such that it uses your Portal and Org Ids. Below is an example using the portalid and orgid we found in this example. <link href="/sCSS/12.0/PortalDefault/00D300000006hcK/06030000000006e/portal. css" media="handheld,print,projection,screen,tty,tv" rel="stylesheet" type="text/css" /> 8) Repeat steps 4 -7 for the “Approval Requests” Visualforce page.

Adding the Home Page Components to your homepage
The AppExchange package includes Home Page Components that reference the Visualforce pages. If you read through the PRM implementation guide, you should have created a separate Home Page Layout for partner portal users. This last step required you to add these home page components to the partner’s home page layout. 1) Navigate to
Setup | App Setup | Customize | Home |Home Page Layouts

2) Edit the partner’s home page layout. In this example it’s called “Partner Portal Home Page Layout” 3) In the “Select Wide Components to Show” section make sure to select the Approval Requests and Lead Inbox components. You can select other home page components that also make sense.

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4) Next arrange the components in the order you would like. We recommend putting the Welcome component in the top position of the narrow side.

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5) Now log in as the partner user and you should see a homepage that looks something like this.

If you want to modify the columns on the Lead Inbox then you will need to edit the Apex Code and the Lead_Inbox VisualForce page.

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