Requirements: Ebsta needs to have been installed & connected to Salesforce:
Ebsta's front-end component can be added to the Page Layout of each desired Object/Custom Objects.
Note: We recommend that Ebsta is only added to Page Layouts that are accessible to Administrators until configuration is fully complete.
If you are using Salesforce in Lightning mode, please refer to this article:
Add Ebsta to Salesforce Custom Object Page Layouts (Lightning mode)
1. Click Setup
2. Type visual in the Quick Find box and select Visualforce Pages.
3. Click New
4. Add a Label (e.g. Ebsta) and a Name and then click Save.
5. Click Edit
6. Copy and paste the Apex Code below into the Visualforce Markup section and then click Save.
<apex:page applyBodyTag="false" docType="html-5.0" sidebar="false" showHeader="false" standardStyleSheets="false" standardController="New_Custom_Object__c" title="Ebsta" id="ebp">
<ebsta1:ebstaCentralCore SalesforceId="{!New_Custom_Object__c.Id}" ObjectFullName="{!New_Custom_Object__c.Name}" ObjectName="New_Custom_Object__c" ></ebsta1:ebstaCentralCore>
</apex:page>
| Note: Replace New_Custom_Object with your own Custom Object name. |
7. Click Create > Objects
8. Click on your Custom Object
9. Hover over the Page Layouts tab and then click Edit next to the relevant Page Layout
10. Scroll down the menu and select Visualforce Pages.
11. Select Section and drag it down into the Page Layout. When it has turned green you will be able to drop it into the layout.
12. Add the following properties and click OK
13. Now select Ebsta and drag it into the newly created Ebsta Section. When it has turned green you will be able to drop it into the layout.
14. Click Spanner in the Ebsta section.
15. Add the following properties and click OK.
16. Click Save