Embed GridBuddy Connect into Salesforce Classic

If you want to embed GridBuddy Connect onto record detail pages in Salesforce Classic, follow the steps below.

• Ensure you have the GridBuddy managed package downloaded.

Embed a single grid onto a Salesforce Classic record:

You must create a Visualforce page for the grid you want to embed.  

1. Click Setup and search for Visualforce Pages in the quick find box
2. Click New and name it something that makes sense, such as “GBC Account Embed single grid”
3. Paste the code below into the Visualforce Markup tab

<apex:page sidebar="false" showHeader="false" standardController="Account">
    <GBCloud:GBCEmbeddedVFComponent gridUrl="https://www.gridbuddyconnect.com/grid/embed/9C5C5CA8-4E18-4EB1-A760-A2568C577AA3 " height="800" urlParams="fpf=AccountId&fpv={!Account.Id}" />
</apex:page> 

4. Replace the gridURL in the above code with the embedded grid URL of your choice.

• • You can find this by going to your GridBuddy Connect Wizard > Manage Grids, and copying the Embeddable URL for the grid you want to embed onto (in this example) the Account record.

5. Replace the FPF and FPV parameters with the correct FPF/FPV parameters based on what object you are embedding.

• • To embed a single Opportunity grid onto the Account record, I can use the FPF (filter parent field)=AccountId and FPV (filter parent value)=Account.Id field to filter the Opportunity grid so that it only shows records related to the Account it’s embedded onto. 

6. Click Save to save your new visualforce page

• • Note: if you get an error on-save, delete all quotation marks and re-type. The formatting may have changed when copied and pasted from Word or email.

7. In Salesforce Classic, navigate to the record detail page you want to embed this grid on (for example, an Account page) and click Edit layout at the top right corner
8. On the left side of the Account layout console, scroll down until you see Visualforce Pages.
9. Select the GBC Account Embed single grid visualforce page you just created and drag it onto the layout wherever you want it to go.
10. Click Save

You will now see your GridBuddy Connect Grid embedded on the Account record detail page, filtering to only show records related to the detail page you are on. 



Embed a tabbed page of grids onto a Salesforce Classic record:

You must create a Visualforce page for the grid you want to embed.  

1. Go to Setup and search for Visualforce Pages in the quick find box 
2. Click New and name it something that makes sense, such as “GBC Account Embed tabbed grids” 
3. Paste the below code into the Visualforce Markup tab.

<apex:page sidebar=“false” showHeader=“false” standardController=“Account”>   <GBCloud:GBCEmbeddedVFComponent gridUrl=“https://www.gridbuddyconnect.com/page/embed/AE51A537-9DC5-4297-8A99-A5BCFABC3956 ” height=“800" urlParams=“recordId={!Account.Id}&Account.Name={!Account.Name}&Account.Id={!Account.Id}” /></apex:page> 
 

4. Replace the gridURL in the above code with the embedded tabbed page URL of your choice 

• You can find this by going to your GridBuddy Connect Wizard > Manage Tabbed Pages, and copying the Embeddable URL for the tabbed pages you want to embed onto (in this example) the Account record. 

5. Replace the FPF and FPV parameters with the correct FPF/FPV parameters based on what object you are embedding. 

This example tabbed page includes Opportunities, Contacts, Cases, Tasks, Campaigns, Contracts, and Projects. To filter every tabbed page so that they only show data related to the record detail page they’re embedded onto, you must:  

6. Include FPF/FPV parameters on the tabbed page from within the GridBuddy Connect Wizard 
7. Update the urlParams in the above Visualforce code to include all unique FPVs (anything that isn’t recordId), separated by &, as shown in this example: urlParams=“recordId={!Account.Id}&Account.Name={!Account.Name}&Account.Id={!Account.Id} 
8. Click Save to save your new Visualforce page  

• • Note: if you get an error on-save, delete all quotation marks and re-type. The formatting may have changed when copied and pasted from Word or email. 

9. In Salesforce Classic, navigate to the record detail page you want to embed this tabbed page on (for example, an Account page) and click Edit layout at the top right corner.
10. On the left side of the Account layout console, scroll down until you see Visualforce Pages. 
11. Select the GBC Account Embed tabbed grids Visualforce page you just created and drag it onto the layout wherever you want it to go. 
12. Click Save

You will now see your GridBuddy Connect tabbed pages embedded on the Account record detail page.