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.