Create a new page.
Click New to open the layout manager.
Property | Detail |
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Layout (Template) | Following layouts and templates are available. ・Salesforce Layout The Salesforce Layout allows users to drag and drop fields and other items onto the layout similar to Salesforce's standard layout editor. In addition you can define multiple columns and advanced components like tables and detailed fields. ・Free Layout The Free Layout allows users to drag and drop elements freely on the layout, arranging them however they wish. You can set a background image to simulate any existing system or form to which users are already accustomed. ・[Template] Search Screen The Search Screen template utilizes a wizard to guide you through making an object search page in Salesforce. You can set fields to be used as search criteria and allow users to edit search results and add new objects directly from the search results table. ・[Template] Relational Object Entry The Relational Object Entry template utilizes a wizard to guide you through making a page in which users can simultaneously enter parent-child relationship objects. For example, allow users to input an Account and related Contacts and Opportunities all on one page. ・[Template] Custom Lookup The Custom Lookup Template utilizes a wizard to guide you through making a page in which users can dynamically narrow down search results to quickly select objects to add to another object. ・[Template] Page Assignment The Page Assignment template allows you to define which users see which pages. Define a Visualforce page or standard Salesforce page layout per Profile / RecordType pair. When the page made from the Page Assignment template is shown, the user will automatically be redirected to the assigned page. ・[Template] Page Assignment The Page Assignment template is used to define which Visualforce pages are seen by which users. You can assign a visualforce page to be displayed by a combination of the user's profile and the object's record type. After creating an object from a page created by this template, users will be redirected to the correct page. ・[Template] Wizard The Wizard template is used to create wizard-style series of pages. Create a wizard consisting of multiple input pages and a summary page, to show all the input information for the final confirmation before saving the record. ・Dashboard Layout You can display multiple AppComponents such as records in table view, images, Chatter feed, and original graphs, all on one screen. Dashboard layout is recommended for home page because you can grasp all the necessary information in a glance. |
Object | Select the main object for the page. Select from the object list of the connected Salesforce organization. |
| Show all | 【[Show All]False】 - Account : Account
- Case : Case
- Campaign : Campaign
- Contact : Contact
- Lead : Lead
- Event : Event
- Oportunity : Opportunity
- Order : Order
- Pricebook : Pricebook2
- Product : Product2
- Quote : Quote
- ToDo : Task
- User : User (※Only as output fields))
- Service Appointment:ServiceAppointment
- Work Order:WorkOrder
- Work Order Line Item:WorkOrderLineItem
- All custom objects
【[Show All]True】 The following objects are added to the list above. - Asset : Asset
- Case team Member role : CaseTeamRole
- Contract : Contract
- OpportunityProduct : OpportunityLineItem
- Solution : Solution
- All External Objects
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Visualforce Page | Visualforce page to deploy to Salesforce ※ If an existing page has the same name, the previous page will be overwritten without warning in Salesforce upon deployment. The Visualforce Page name is also used as the page name in SkyVisualEditor. (shown when Editable is checked) |
Apex Class | Apex class to deploy to Salesforce ※If an existing class has the same name, the previous class will be overwritten without warning in Salesforce upon deployment. |
| Editable |
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Detail | Comment | Enter a comment |
Width | Set width of page in pixels |
Height | Set height of page in pixels |
Show Header | Show Salesforce header on page when deployed |
Show Sidebar | Show Salesforce sidebar on page when deployed |
If New is clicked with the unsaved page open, the below dialog is also shown.
Clicking OK will lose unsaved changes to the current page.