Salesforce Steps Instructions

Useful Salesforce Steps and Instructions - Part 2

Hello All,

Welcome to another part of Useful Salesforce Steps and Instructions. The provided below steps will be very useful for you while working with Salesforce.

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Steps to give permissions to Enabled Apex Class Access:

  1. Click on the "Setup" button.
  2. Search "Profile" in the quick search box.
  3. Click on the profile name which you want to give permissions.
  4. Search the "Enabled Apex Class Access" section.
  5. Click on the "Edit" button.
  6. Move your apex classes from "Available Apex Classes" to "Enabled Apex Classes" that you want to enable.
  7. Click on the "Save" button.

Steps to give permissions to Enabled Visualforce Page Access:

  1. Click on the "Setup" button.
  2. Search "Profile" in the quick search box.
  3. Click on the profile name which you want to give permissions.
  4. Search the "Enabled Visualforce Page Access" section.
  5. Click on the "Edit" button.
  6. Move your VF Pages from "Available Visualforce Pages" to "Enabled Visualforce Pages" that you want to enable.
  7. Click on the "Save" button.

Step for adding Visualforce Page on sObject Record Page:

  1. Click on the "Setup" button.
  2. Search your sObject in Quick Search box (If it's a custom object search ‘object’ then open your custom object).
  3. Under your sObject menu, there is a “Page Layouts” option, Click on that.
  4. Now “Edit” the desired page layout.
  5. Select “Visualforce Pages” from options and Find the VF page you want to add on the page layout.
  6. Drag the VF page and place it below any section/detail.
  7. Now click on the “Save” button.

Steps to override the "New" button of any sObject with a Visualforce Page:

  1. Click on the "Setup" button.
  2. Search your sObject in Quick Search box (If it's a custom object search ‘object’ then open your custom object).
  3. Scroll down and select "Edit" for the "New" button in the "Buttons, Links, and Actions" section.
  4. Select Override With VisualForce Page option and select your VF page from the picklist.
  5. Now Click on the "Save" button.

Steps to set custom button on the page layout’s related list:

  1. Click on the "All Tabs" button.
  2. Click on the sObject.
  3. Click on "Edit Layouts".
  4. Now scroll down to the related list.
  5. Click on the "Wrench" icon against the related list of sObject where you want to add a button.
  6. Select the "Buttons" section.
  7. Add the custom button.
  8. Click on the "Ok" button.
  9. Now click on the "Save" button.

This was the second part of the useful and important set of instructions. Stay tuned for more upcoming..!!

Happy Salesforce!

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