Salesforce Classic Page Layouts

After installation you should also look at your page layouts. The app provides default layouts for Contacts, Leads, Campaigns and Campaign Members, which you can adjust to suit your purposes. However, if you have previously customized any of these layouts, then your existing layouts will need to be customized to include the Adestra functionality.

For information about page layouts in Salesforce Lightning, see Salesforce Lightning Page Layouts.

On this page:

Modify Page Layouts

To modify page layouts go to 'Setup', found by under your name in the header, and then 'Customise' from the App Setup bar, on the left hand side. You will then be able to select either contacts, leads or campaigns where you can edit their page layouts.

Salesforce will bring in data using the integration you have already created, which will be visible in the Launch Events section created for all leads and contacts.

Note: The Adestra supplied layout is bundled as a demo and is not intended for use.

Leads and Contacts

Adestra events are available when viewing a contact, lead or person account and the configuration for these all follow the same process.

Note: This process should be completed for both contacts and leads. Person accounts will use the layout provided for contacts.

Click the 'Edit' link for the layout you wish to modify.

At the top of the page is the layout panel, select 'Related Lists' on the left hand side and then locate 'Adestra Launch Events', and drag into your page layout—located below the panel.

Next, you will need to add the event fields, which you can do by clicking the spanner icon.

Click the relevant fields in the 'Available Fields' section and add them to the 'Selected Fields' section. These include:

  • Adestra Launch Event Name
  • Adestra Launch
  • Adestra Campaign
  • Link
  • Timestamp

Tip: In order to see the latest events first, make the default sort by 'timestamp and descending'.

You will then need to expand the 'Buttons' section and deselect 'New'.

Click 'OK' and the fields will appear within the Adestra Launch Events section. Remember to click 'Save' in the top left corner of the layout panel, to save the input, and we recommend saying NO when asked about overwriting related list customizations, though this is up to you.

Campaign Members

Campaign members are those that are either contacts or leads which are set to receive campaigns. To add this to the layout, you need to edit the Campaign Member Page Layout. To get there follow the breadcrumb shown below then click 'Edit' on the page layout you want to change.

Create Section

Before adding 'Campaign Member Launch Events' you should create a section. In the layout panel select 'Visualforce Pages' and then drag 'Section' onto the page.

You should then edit this so that is only has one column and is named something like 'Adestra Launch Events'.

After this, locate 'Campaign Member Launch Events' (also within the Visualforces Pages' and drag this onto the 'Adestra Launch Events' section you just created.

Salesforce will bring in data using the integration you have already created, which will be visible in the Launch Events section created for each campaign member.

We would then recommend editing this once it is in place, which you can do by selecting the spanner that appears when the cursor is over the Campaign Member space.

When editing, we recommend that the height is set to 450 and that you check the 'Scrollbars' box, before clicking OK.

Then remember to click save in the page layout panel at the top, to complete the configuration.

Custom Tabs

You can create a custom header for your Salesforce page, which displays the tabs you need to hand quickly.

To do this you need to go to setup, found when hovering the cursor over your name in the top header and then going to 'Create'.

Click Tabs and you will be able to edit current layouts, including Adestra. Click new in the Custom Objects Tab and you will be taken to the creation form.

Step One

In step one you select an object, which will be the tab header, and its icon. You can also add an optional description, though this is not essential.

Step Two

Step two is where you can decide which profiles this tab will be visible for. The options here are up to the administrator, we have left them to the default so it is viewable to everyone.

Step Three

Step 3 is where you choose which app the tab is added to. Again this is optional and up to the administrator, here we have selected only the Adestra app for the tab to be visible on.

After clicking save you will be taken to the tab overview which lists the tabs that have been created. You are able to edit, delete or add new tabs from this page.

When you have completed your custom tabs they will be viewable at the homepage of your Salesforce.

Adding Fields to Tabs

You can then add fields to your tabs, to provide additional information when viewed. This is done by selecting the tab and then clicking 'Edit' in the overview.

On Step 3 you can choose the fields you feel necessary for the tab. Other steps are up to the discretion of the administrator.

Creating a MessageFocus Accounts tab

If you are working with Salesforce Classic and Salesforce Lightning, set up the MessageFocus Accounts tab just once, in either view. It will be available in both views.

Step One

  1. In Salesforce, click the ‘Settings’ icon in the upper-right corner.

  1. In the ‘Search’ field at the top of the page, enter ‘tabs’ and then click ‘tabs’ in the search results.

    The ‘tabs’ page contains the three core tabs added as part of the Salesforce integration.

  1. To add a new tab, click ‘new’.

  1. On the New Custom Object Tab page, select ‘MessageFocus Account’ from the ‘Object’ drop-down list and then select a style from the ‘Tab Style’ drop-down list..

  1. Click ‘Next’.

  1. Retain the default settings on the next page and then click ‘Next’.

  2. Select the checkbox to the right of ‘MessageFocus (amf_MessageFocus)’ and then click ‘Save’.

Step Two

Next, you will set up and map the MessageFocus Accounts tab.

  1. To navigate to the newly created tab, click the ‘App Launcher” in the left pane and then select ‘MessageFocus’.

  2. Click the ‘MessageFocus’ tab at the top of the page.

    The MessageFocus Accounts page opens.

  1. Click ‘New’.

  1. Fill in the ‘New MessageFocus Account’ dialog box, as follows:

    1. MessageFocus ID: MessageFocus-account-ID

    2. MessageFocus Account Name: MessageFocus_Account

    3. Site Name: MessageFocus-Account

  1. When you are done, click 'Save'.

  1. To map the ‘MessageFocus Account ID’ to the Account Page layout, click ‘Setup' at the top of the page.

  1. In the ‘Search’ field at the top of the page, enter ‘MessageFocus Account’.

  1. Click ‘MessageFocus Account’ (type: object) in the search results.

  1. In the ‘Page Layouts’ section, locate ‘MessageFocus Account Layout and then click ‘Edit’.

  1. In the grey section at the top of the Page Layouts page, click ‘fields’ and then drag the MessageFocus ID field into the page layout.

    The option is added to the page layouts:

  1. In the grey section at the top of the page, click ‘Save’.

Campaign Page Layout

There are two related lists that are recommended for your Salesforce campaigns. These are 'Adestra Campaigns', which displays Adestra campaigns that are associated with your Salesforce campaign. And 'Add to Campaign Report', which shows a list of Salesforce Reports related to the campaign being view—this is used for Marketing Automation.

Add MessageFocus Campaign

Related MessageFocus campaigns are available when viewing a Salesforce campaign. To add this go to 'Setup', found under your name in the header, and click customize, campaigns, then 'Page Layouts'.

Click Edit on one of your page layouts and in the editing panel click 'Related Lists'. You should have the MessageFocus campaign bar visible, click on it and drag to where you would like it on your page layout.

By clicking the spanner, visible by the title of the section, you can add fields that you see as appropriate for the campaigns. We also recommend deselecting 'New' in the standard buttons section, before clicking OK.

Remember to save your layout by clicking save in the editing panel.

Note: MessageFocus Campaign Name cannot be deleted and must be first.

Add to Campaign Report

Following the same process as above, or preferably at the same time, you can also add the 'Add to Campaign Report' related list.

You will then need to edit this, by clicking the spanner which is visible in the header. Add the required fields—'Report ID' and 'Report Name'—then click OK.

Remember to save your layout by clicking save in the editing panel.

Campaign Buttons

Campaign buttons allow you create a campaign or list in Adestra and link it to Salesforce, providing launch event data with it.

To set this up you start by going to the 'Page Layouts' from the Campaigns page and edit your layout. However, this time click Buttons in the editing panel. You can then drag the 'Create MessageFocus Campaign' to the 'Custom Buttons' space at the top of the page.

Note: Your user must have API access, and the email address of the Adestra user needs to match that of the Salesforce username.

Create MessageFocus Campaign

The campaign button will now be visible in your Salesforce campaigns and by clicking on 'Create MessageFocus Campaign' you will be provided with the campaign settings pop-up.

Note: When creating a campaign, a list is also created.

Click on the workspace and project you wish the campaign to be created in and click create. You will then be given a link to 'view here' which will send you to Adestra to view the campaign overview.

Create List

Creating a list follows the same process as a campaign but when you have clicked the button you need to select the 'Create List' tab. You can then choose which workspace the list will be created in.

You will then be provided with a link that will take you to the list in Adestra.