To add an embedded page to the Relationship 360, Admins must first create a Visualforce page, or you must have a URL that you would like to embed as a section in the Relationship 360.

To add an embedded page to the R360:

  1. Go to Administration > General > Relationships > [Create or click on the Gear icon to edit an existing relationship type].
  2. Click the 360 Layouts tab and select a layout.
  3. From the left pane, drag-and-drop Sections > Embed Page in Drop here, which is towards to the right.
  4. From the Page drop-down box, select the appropriate page to be embedded. For example, select R360. Optionally, you can enter the URL in the URL text box.
  5. Click +Parameter to add the appropriate parameter. For example, rid.
  6. Select an appropriate field from the Select Field drop-down box. For example, Id.
  7. Click SAVE.

Example: Add Chatter to R360

Before you embed a chatter page to R360, you must enable Chatter.

To create a R360 chatter Visualforce page:

  1. Go to Salesforce Setup > App Setup > Visualforce Pages; then click New.
  2. Enter appropriate values in Label, Name, Description, and then paste the following code in Visualforce Markup.
<apex:page showHeader="false" sideBar="false" > 
<style> body{padding: 20px;} </style> 
<div id="chatterDivId"> 
<chatte
</apex:page>

3. Click Save.

Enabling Chatter for R360

To enable chatter for the R360:

  1. Go to Salesforce Setup > App Setup > Customize > Chatter > Feed Tracking.
  2. Click the Relationship object.
  3. Under Fields in relationships, select Enable Feed Tracking and then select fields that you would like to use in chatter.
  4. Click Save.