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Call from Salesforce Classic UI

To call the preview screen of SVF Cloud for Salesforce from the Salesforce Classic UI, call the Visualforce page "PreviewPage" which generates the preview screen.

  1. Grant permissions to access

    Users who develop the buttons to call and users who actually use the buttons need to access the following resources.

    • Salesforce object

    • Fields of Salesforce object

    • Visualforce page

    • Salesforce API (if user does not have API permission)

    If the user cannot access them, grant the permissions to access with referring to "Grant permissions to access".

  2. Create a button with SVF Cloud Manager

    Create a button with SVF Cloud Manager.

    For details, see "Output forms" in "SVF Cloud Administration Guide".

  3. Confirm the name of the button

    Confirm the name of the button created with SVF Cloud Manager.

    1. Log in to SVF Cloud Manager.

    2. Click icon_menu_Button.png SVF Button Settings.

    3. If the Salesforce login screen appears, enter login information to login.

    4. Select the created button from the list of SVF Button.

    5. Make a note of the value in Name of SVF Button Information.

      scm_button_buttonName.png

    Confirming the button name is now complete.

  4. Call a Visualforce page

    Call the Visualforce page "PreviewPage" to generate the preview screen.

    To call the Visualforce page "PreviewPage", use the GET method on another Visualforce page different from "PreviewPage" or call back with the POST method.

    • GET method

      Set the following parameters in JavaScript or Apex.

      • Parameters

        Parameters

        Description

        id

        Specify id of sObject of 15 or 18 digits.

        Develop the parts for acquiring id and setting parameters as necessary.

        buttonFullName

        Specify the name of the button created in SVF Cloud Manager.

        Caution

        The namespace is "svfcloud". It can be inserted as necessary.

      • Description example

        This example outputs the data of Account object into forms and displays the preview screens.

        (The button name is "SVFAccountButton 20160826000000000 SVF" and the data id is "001000000001 WAT" in this example.)

        Example 1. JavaScript
        window.open('https://ap2.salesforce.com/apex/svfcloud__PreviewPage?id=001000000001WAT&buttonFullName= SVFAccountButton20160826000000000SVF');


        Example 2. Apex
        PageReference pr = new PageReference('/apex/svfcloud__PreviewPage');
pr.getParameters().put('buttonFullName', 'SVFAccountButton20160826000000000SVF');
pr.getParameters().put('id', '001000000001WAT');


    • POST method

      Use JavaScript.

      • URL

        https://sfdc3.svfcloud.com/svf-cloud-service/sfdc/callout

      • Parameters

        Parameters

        Description

        callback

        Call the Visualforce page "PreviewPage" to generate the preview screen.

        ids

        Specify the array of id of sObject.

        Develop the parts for acquiring id and setting parameters as necessary.

        SObjectType

        Specify the API reference name of the object (example of Account object: Account).

        uniqueName

        Specify the name of the button created in SVF Cloud Manager.

      • Description example

        This example outputs the data of Account object into forms and displays the preview screens.

        (The button name is "SVFAccountButton20161003205357125xz0" in this example.)

        Example 3. JavaScript
        var target = "svfpreview_" + new Date().getTime();
window.open("about:blank", target);

var form = document.createElement("form");
form.method = "POST";
form.action = "https://sfdc3.svfcloud.com/svf-cloud-service/sfdc/callout";
form.target = target;

var input;
input = document.createElement("input");
input.setAttribute("name", "callback");
input.setAttribute("type", "hidden");
input.setAttribute("value", "https://ap2.salesforce.com/apex/svfcloud__PreviewPage");
form.appendChild(input);

input = document.createElement("input");
input.setAttribute("name", "SObjectType");
input.setAttribute("type", "hidden");
input.setAttribute("value", "Account");
form.appendChild(input);

input = document.createElement("input");
input.setAttribute("name", "ids");
input.setAttribute("type", "hidden");
input.setAttribute("value", ids.toString());
form.appendChild(input);

input = document.createElement("input");
input.setAttribute("name", "uniqueName");
input.setAttribute("type", "hidden");
input.setAttribute("value", "SVFAccountButton20161003205357125xz0");
form.appendChild(input);

var body = document.getElementsByTagName("body")[0];
body.appendChild(form);
form.submit();


This completes the work for calling the preview screen of SVF Cloud for Salesforce from Salesforce Classic UI.

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