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Call from Lightning Experience UI

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

If you want to output forms from multiple records of the object for which the button has been created, see "Specify the data to be output" instead of this page.Specify the data to be output

Reference

How to use the Lightning Experience button generated automatically

You can also use the Lightning Experience button automatically generated with SVF Cloud Manager to call the preview screen of SVF Cloud for Salesforce from the Lightning Experience UI.

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

  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, use the GET method on the Lightning components.

    • 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 from the Lightning component controller into forms and displays the preview screen.

      (The organization domain name is "svfcloudmydomain", the button name is "SVFAccountButton 20160826000000000 SVF", and the data id is "001000000000 WAT1ST" in this example.)

      Example 1. In the function of controller on the client-side
      var urlEvent = $A.get("e.force:navigateToURL");
      // Specify the URL directly and call it.
      urlEvent.setParams({"url":'https://svfcloudmydomain.lightning.force.com/apex/svfcloud__PreviewPage?id=001000000000WAT1ST&buttonFullName=SVFAccountButton20160826120000001SVF'});
      urlEvent.fire();


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