Output forms
The steps to output the form using SVF Cloud differ depending on the service as the data source. This section explains how to output Salesforce data to a form.
Outline of form output
To output Salesforce data to a form, set the details of form output (form layout, output method, etc.) in "SVF button" in SVF Cloud Manager and create a "Print button".
Once you create a print button, you can place it as a custom button in Salesforce, such as on a detail page.
Clicking the print button placed on the page will launch the SVF Cloud preview screen, which will retrieve Salesforce data and create a form.
The form is output through the package of SVF Cloud for Salesforce.
Reference
The following two types of buttons are used for outputting a form.
SVF button
The button set details of form output such as form layout and output method.
You cannot output Salesforce data only with the SVF button (except when using the developer function.) You need to create a print button.
Print button
Based on the settings of the SVF button, it is a button to output Salesforce data to a form.
Once you create a print button in the SVF Button Settings screen, you can place it on the Salesforce page.
Tenant configuration
In SVF Cloud for Salesforce, each Salesforce tenant has its own SVF Cloud tenant.
SVF Cloud's Sandbox environment can be initialized or increased as needed. You can also change the Salesforce environment to which the Sandbox environment is connected (Change the Salesforce connecting with SVF Cloud, Initialize an existing tenant, Add a new tenant).
Form layouts and SVF buttons can be exchanged (released) between tenants of SVF Cloud (Release the SVF button to another tenant).
 |
Form output procedure
Preparation
Set up SVF Cloud for Salesforce package in Salesforce. For details on setup, see "SVF Cloud for Salesforce Setup Guide".
Restrictions
Access the following page and see "Notes and Restrictions" - "SVF Cloud for Salesforce".
https://repo.svfcloud.com/manual/release/en/manager/index.html
The procedure to output Salesforce data to a form is as follows.
You can create a form layout by using the form layout creation tool.
Set SVF button in Sandbox environment
In SVF Cloud Manager in Sandbox, set up the "SVF button" with assigning the form layout, output method, etc. After setting the SVF button, create a "Print button".
Place a print button on the page in the Sandbox environment
In Salesforce in Sandbox, place a print button on the page.
Check the operations of the print button in Sandbox environment
Output the form in Salesforce in Sandbox environment and check the print button operation.
If you change the form layout or settings of the print button, create the print button again and check the operation.
Release the SVF buttons from Sandbox environment to production environment
In the SVF Cloud Manager in Sandbox environment, release the SVF button to SVF Cloud Manager in the production environment.
Create a print button in the production environment
In SVF Cloud Manager in the production environment, create a print button.
Place a print button on the page in the production environment
In Salesforce in production environment, place a print button on the page.
Output forms in the production environment
Output forms in the production environment of Salesforce.
