Syncplicity Panel Classic version

Salesforce Classic is the legacy user interface for Salesforce, while Salesforce Lightning is a more up-to-date UI. You can use the Syncplicity Panel with either.

Use this procedure to add the Syncplicity Panel to the Salesforce Classic page layouts. Before you begin, switch to Salesforce Classic.

Add Syncplicity Panel to Salesforce page layouts

1. Click Setup.
2. Navigate to an object’s page layout. For example, for the page layout for Opportunities, on the Setup menu on the left side, navigate to Build > Customize > Opportunities > Page Layouts.
3. On the Opportunity Page Layout page, edit the Opportunity Layout.
4. Select Visualforce pages. Drag and drop Section to below the Custom Links section.
5. On the Section Properties dialog:
   • Type Syncplicity in the Section Name field
   • Select Detail Page
   • Deselect Edit Page
   • Select 1-Column in the Layout section
6. Click OK.
   
7. Select SyncplicityOpportunitiesVisualForcePage and drag and drop it in Syncplicity section.
8. At top right of SyncplicityOpportunitiesVisualForcePage, click the wrench icon.
9. On the Visualforce Page Properties dialog:
   • Set Width as 100%
   • Set Height as 650
10. Click OK.
    
11. Click Save to save the layout changes.
12. Open an Opportunity record. On the Details tab verify the Syncplicity panel is available.

Repeat the procedure for other Salesforce objects that need the Syncplicity Panel, such as Accounts, Leads and so on.

Create a Visualforce page for custom objects

1. Click Setup.
2. From Quick Find, find and select Visualforce Pages.
3. On the Visualforce Pages page, click New.
4. Complete the fields and click Save to create the page:
   • Type SyncplicityCustomObjectVisualForcePage in the Label field.
   • Type SyncplicityAccountRequestVisualForcePage in the Name field.
   • In the space on the Visualforce Markup tab, copy and paste the following code. Custom_Object __c is the API of the custom object.

<apex:page standardController="Custom_Object__c">
<axwybf:SyncplicitySignedRequestVPC rec="{!Custom_Object __c}"/>
</apex:page>

Embed the Syncplicity Panel in custom object

Navigate to a custom object in Salesforce Classic and see Add Syncplicity Panel to Salesforce page layouts to embed the Syncplicity Panel. Customize the settings as required.