Embedded Files
Post date: Nov 28, 2016 6:53:12 AM
Requirements: Salesforce Login. Generic URL to login used is Dev Org www.login.salesforce.com or the Domain URL (http://triniti-dev-ed.my.salesforce.com) if available.
Note: URL for development Sandbox would be www.test.salesforce.com
Step 1: Login into Salesforce
Step2: Create a Visualforce Page. Navigation is as follows:
SetupàDevelopàVisualforce Pages
Click on Visualforce PagesàNew
Enter the Page Name and the Label Name as CDMSSO and the source code as below and Save.
<apex:page >
<html>
<div>
<ul>
<li style="font-size:13px; font-weight:bold">
<img src="https://triniti-dev-ed--c.ap2.content.force.com/servlet/servlet.ImageServer?id=01528000002fuVO&oid=00D28000001F08E&lastMod=1479973182000" width="25" height="25"> </img>
<span>CDM</span>
<ul class="menulist">
<li class="menulist" >
<apex:outputlink style="text-decoration:none;" value="http://admdemo.triniti.com/tabimpl/jsp/applicationlinkjsp/ssoapplicationLink.jsp?Application=Customer%20Data%20Management&Workflow=Customer%20Creation&State=Create%20Customer%20Record&mode=build&launchedby=mail&username={!JSENCODE($User.Username)}" target="_blank">
<img src="https://triniti-dev-ed--c.ap2.content.force.com/servlet/servlet.ImageServer?id=01528000002fuVO&oid=00D28000001F08E&lastMod=1479973182000" width="25" height="25"> </img>
<span>Customer Creation Workbench</span>
</apex:outputlink>
</li>
<li class="menulist">
<apex:outputlink style="text-decoration:none;" value="http://admdemo.triniti.com/tabimpl/jsp/applicationlinkjsp/ssoapplicationLink.jsp?Application=Customer%20Data%20Management&Workflow=Update%20Finance%20Info&State=Update%20Finance%20Info&mode=build&launchedby=mail&username={!JSENCODE($User.Username)}" target="_blank">
<img src="https://triniti-dev-ed--c.ap2.content.force.com/servlet/servlet.ImageServer?id=01528000002fuVO&oid=00D28000001F08E&lastMod=1479973182000" width="25" height="25"> </img>
<span>Update Finance Info Workbench</span>
</apex:outputlink>
</li>
<li class="menulist" >
<apex:outputlink style="text-decoration:none;" value="http://admdemo.triniti.com/tabimpl/jsp/applicationlinkjsp/tabviewer.jsp?salesforceusername={!JSENCODE($User.Username)}&applicationName=CustomerDataManagement&viewerSet=Worksheets&viewer=Customer Mass Update" target="_blank">
<img src="https://triniti-dev-ed--c.ap2.content.force.com/servlet/servlet.ImageServer?id=01528000002fuVO&oid=00D28000001F08E&lastMod=1479973182000" width="25" height="25"> </img>
<span>Customer Mass Update Worksheet</span>
</apex:outputlink>
</li>
<li class="menulist>li:last-child" >
<apex:outputlink style="text-decoration:none;" value="http://admdemo.triniti.com/tabimpl/jsp/applicationlinkjsp/tabviewer.jsp?salesforceusername={!JSENCODE($User.Username)}&applicationName=Customer%20Data%20Management&viewerSet=Reports&viewer=Customers" target="_blank">
<img src="https://triniti-dev-ed--c.ap2.content.force.com/servlet/servlet.ImageServer?id=01528000002fuVO&oid=00D28000001F08E&lastMod=1479973182000" width="25" height="25"> </img>
<span>Customers 360 View Report</span>
</apex:outputlink>
</li>
</ul>
</li>
</ul>
<style>
body {
background:white;
font:normal normal 13px/1.4 Segoe,"Segoe UI",Calibri,Helmet,FreeSans,Sans-Serif;
padding:40px;
}
.menulist
.menulist ul {
margin:0 0 0 0.5em; /* indentation */
padding:0;
list-style:none;
color:#369;
position:relative;
}
.menulist ul {margin-left:.8em} /* (indentation/3) */
.menulist:before,
.menulist ul:before {
content:"";
display:block;
width:0;
position:absolute;
top:0;
bottom:0;
left:0;
border-left:1px dotted black;
}
.menulist li {
margin:0;
padding:0 0.6em; /* indentation + .5em */
line-height:2em; /* default list item's `line-height` */
font-size:13px;
position:relative;
text-align:left;
}
.menulist li:before {
content:"";
display:block;
width:10px; /* same with indentation */
height:0;
border-top:1px dotted black;
margin-top:-1px; /* border top width */
position:absolute;
top:1em; /* (line-height/2) */
left:0;
}
.menulist li:last-child:before {
background:white; /* same with body background */
height:auto;
top:1em; /* (line-height/2) */
bottom:0;
}
.menulist img {
float: left;
display:block;
}
.menulist ul, li { list-style: none; margin: 0; padding: 0; }
</style>
</div>
</html>
<script type="text/javascript">
var allSpan = document.getElementsByTagName('SPAN');
for(var i = 0; i < allSpan.length; i++){
allSpan[i].onclick=function(){
if(this.parentNode){
var childList = this.parentNode.getElementsByTagName('UL');
for(var j = 0; j< childList.length;j++){
var currentState = childList[j].style.display;
if(currentState=="none"){
childList[j].style.display="block";
}else{
childList[j].style.display="none";
}
}
}
}
}
</script>
</apex:page>
Create a Tab for the above Visualforce page:
SetupàCreateàTabsàVisualforce TabsàNew
Select the Visualforce page from the drop downàCDMSSOàTab Name(CDM)àTab label(CDM)àSelect the tab styleàNext:
select the tab visibility for the required ProfilesàNext:
Select the tab visibility for the required custom apps on the right hand side and click Save:
Tab Created.
Click on CDM Tab and any of the links shown on the page below:
User will be redirected to CDM Application in a new tab with the Salesforce current login user.
Ex: When clicked on Customers 360 View Report, user will be redirected to the CDM application Reports as shown below:
Click Ok.
Note: Username in Salesforce and Tri2 should be same.
If there is any domain url for the Salesforce Org, the checkbox for Prevent Login from Salesforce should be unchecked. Else, it would prevent login from generic URL(www.login.salesforce.com).
SetUpàDomain ManagementàMy Domain
To Place the tab next to Opportunities Ex: in Sales App if the CDM tab has to be shown next to Opportunities...
Go to CreateàAppsàSalesàEditàMove to the CDM Tab next to the required tab using Up and Down Arrow beside àSave.
Page updated
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