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Adding AssureSign to the Appropriate Page Layout(s)

Last updated 2018-10-09 13:09:48 UTC

The AssureSign for Salesforce component can be used with both built-in and custom Salesforce objects. AssureSign for Salesforce includes a number of built in pages that can be used with the standard Salesforce objects. Existing objects for which AssureSign pages are included by default include:

  • Accounts
  • Contacts
  • Contracts
  • Leads
  • Opportunities

Built-In Salesforce Objects

In order to use the AssureSign for Salesforce component with any of the built-in Salesforce objects, follow the steps below:

  • In your Salesforce environment go to the Setup page.
  • Navigate to Build >> Customize >> (Salesforce object of choice) >> Page Layouts.
  • Click the Edit link for the page layout to which you would like to add AssureSign for Salesforce.
  • Select Visualforce Pages from the layout area.
  • Select AssureSign [Object Name] Page and drag it to a section on the page.

NOTE: Although it is not necessary to create a new section, the control should be added to a section with a 1 column layout. Adding the control to a section with multiple columns could cause rendering issues. To create a new section, after selecting “Visualforce Pages from the layout area:

  • Drag a new Section from the layout area onto your page
  • Give the section a name and set it to a 1-Column layout.
  • Select the AssureSign [Object Name] Page and drag it to the new section you created.

  • Click the Properties icon on the right hand side of the AssureSign [Object Name] Page Visualforce page that you added to the layout; we recommend setting the height to 410 pixels.

  • Click Save to save your changes.

Repeat this process for other layouts or for any other built-in Salesforce objects.

Custom Salesforce Objects

In order to use the AssureSign for Salesforce component with custom objects that are specific to your organization, follow the steps below:

  • In your Salesforce environment go to the Setup page.
  • Navigate to Build >> Develop >> Visual Force Pages.
  • Click on the New button to create a new VisualForce page.
  • Add the following markup to your new page (replacing [Custom Object API Name] with the actual name). Apex markup is not case sensitive:
<apex:page standardController="[Custom Object API Name]">
    <as:Section_Base />
</apex:page>

  • Assign a name for the page, and click Save to save your changes
  • Navigate to Setup >> App Setup >> Create >> Objects
  • Click on the Custom Object label and scroll down to the Page Layouts section.
  • Click the Edit link for the object to which you would like to add your custom AssureSign Visualforce Page.
  • Select Visualforce Pages from the layout area.
  • Select your [Custom Page Name] and drag it to a section on the page.

NOTE: Although it is not necessary to create a new section, the control should be added to a section with a 1 column layout. Adding the control to a section with multiple columns could cause rendering issues. To create a new section, after selecting Visualforce Pages from the layout area:

  • Drag a new Section from the layout area onto your page
  • Give the section a name and set it to a 1-Column layout.
  • Select your [Custom Page Name] and drag it to the new section you created.

  • Click the Properties icon on the right hand side of the [Custom Page Name Visualforce page that you created to the layout; we recommend setting the height to 420 pixels.

  • Click Save to save your changes.