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:
- Go to Administration > Relationship > [Create or click on the Gear icon to edit an existing relationship type].
- Click the 360 Layouts tab and select a layout.
- From the left pane, drag-and-drop Sections > Embed Page in Drop here, which is towards to the right.
- 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.
- Click +Parameter to add the appropriate parameter. For example, rid.
- Select an appropriate field from the Select Field drop-down box. For example, Id.
- 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:
- Go to Salesforce Setup > App Setup > Visualforce Pages; then click New.
- 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:
- Go to Salesforce Setup > App Setup > Customize > Chatter > Feed Tracking.
- Click the Relationship object.
- Under Fields in relationships, select Enable Feed Tracking and then select fields that you would like to use in chatter.
- Click Save.
