Setup: Dynamic Help Panel

The Dynamic Help Panel can be used to access Improved Help from Salesforce pages, in one of two modes – embedded into page layouts or stand-alone, as a reference tool.

Dynamic Help Panel - Embedded mode

Dynamic Help Panel – Embedded mode in Opportunity page

Dynamic Help Panel – Embedded mode

When embedded into a page layout, the Dynamic Help Panel provides users with:

  • User and context-sensitive help for the Salesforce object, such as Opportunities;
  • Quick-access menu to reach Improved Help features.

 

The recipe for embedding the Dynamic Help Panel into a standard page is a simple, two-step process – below we use the Opportunity object as a worked example…

1. Create a Visualforce page to ‘host’ the Help Panel in the target Salesforce object

1.a. Standard Salesforce Objects – e.g. Opportunities, Leads, Accounts…

Create a new Visualforce page to act as the container for the Dynamic Help Panel. For our worked example, this is for use in Opportunity page layouts and so, is named Opportunity Help Panel.

Paste the following snippet of markup into the page, noting that the: 

  • Standard controller: specified for the page must match the target Salesforce object – in our example this is ‘Opportunity’.
  • Iframe width and height: limit the space occupied by the Dynamic Help Panel in the page layout and can be adjusted to optimise the layout space used, considering the page’s Improved Help content and desired user-experience. We recommend width of 100% and a height that allows key content to be immediately visible without the need for scrolling.
  • Available for Salesforce mobile apps and Lightning Pages: should be set to false for this release of Improved Help.

1.b. Custom Salesforce Objects – e.g. Competitors, Tickets, Bids…

The recipe for custom objects is exactly the same as for standard, just replace the Standard Controller reference in the first line of the Visualforce page tag. So, if the target page is on a custom Competitor object, the Standard Controller would be Competitor__c and the markup would be as follows…

2. Add the container page to the desired page layout

Edit the target Page Layout (Opportunities in the case of our example) and add the Opportunity Help Panel Visualforce page to the layout – into any one or two-column section.

That’s it – Done!

Repeat these steps to add the QAM to other page layouts as required: remember to change the standard controller for each Visualforce page, to match the target Salesforce object.

 


Dynamic Help Panel – Stand-Alone mode

When used as a stand-alone, Improved Help reference tool, the Dynamic Help Panel provides the same features as in embedded mode. The differences are:

  • Launch: The panel is accessed by the user clicking a compact, button-shaped sidebar ‘launcher’ home page component widget.
  • Synchronisation / Auto-Launch: The synchronisation button on the sidebar launcher widget allows the user to decide whether the Dynamic Help Panel launches (or refreshes) automatically when the ‘Helped’ page is navigated
  • Separate ‘Reference’ window: Once launched, the user can ‘park’ the Dynamic Help Panel in a convenient location – and preferred size – somewhere on their desktop, which will be remembered for the next launch of the panel.

The recipe for stand-alone mode is very simple – it just needs the Launcher Home page component to be added to the users’ Home Page Layouts…

  • From Setup, search for ‘Home Page Layouts’.
  • Edit the desired Layout.
  • Add the Improved Help Launcher component to the list of ‘narrow’ items to show.

If using this mode, we recommend checking that Show Custom Sidebar Components on All Pages option is set (search for ‘User Interface’ from setup and check the relevant box).

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