Configuring the Demandbase Search Component in Salesforce Home Page

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Once you have added the Demandbase app to each object in Salesforce, do the following to complete your installation. This article provides steps for:

Configuring the Demandbase Search Component in Salesforce Lightning Edition

Step Description Details
1 Go to the Home Page Navigate to the Homepage where you would like to add the Demandbase Search and Demandbase Opportunity Alerts component.
2 Edit the Home Page Go to Setup on the top right-hand corner and click Edit Page.

Edit_Page.png
3 Add the Search Demandbase Component In the resultant screen, scroll down on the left pane to click Visualforce as illustrated:

Drag and drop the Visualforce component to the desired location where you would like to configure the Demandbase Search component.

IVSearch_Config_small.png

In this screen, enter the values for fields highlighted in red to complete the configuration process:
  1. Specify InsideView Search in the Label field.
  2. Select the InsideView Search Page in the Visualforce Page Name field.
  3. Set the height to 135 in the Height field.
4 Add Opportunity Alerts (Optional) Drag and drop a Visualforce component to the desired location where you would like to configure the Demandbase Opportunities Alert Page component.

Oppty_Alert_Config_small.png

In this screen, enter the values for fields highlighted in red to complete the configuration process:

  1. Specify InsideView Opportunity Alert in the Label field
  2. Select InsideView Opportunity Alerts Page in the Visualforce Page Name field.
  3. Set the height to 615 in the Height field.
5 Save Click Save.
6 View Demandbase Search on the Home page The InsideView Search and InsideView Opportunity Alerts component are added to the home page as illustrated:

1_-_Home_small.png

Configuring the Demandbase Search Component in Salesforce Classic Edition

Step Description Details
1 Go to Home Page Layout

In the navigation menu, under Build  Customize click Home and select Home Page Layouts. 

2_-_Classic_HPL.png
2 Go to Edit On the Home Page Layout, click Edit.

 
3 Edit Home Page On this screen, click Edit.

4 Add Search Demandbase On the Edit Home Layout section, select Search InsideView. Click Next. Selecting Opportunity Alerts is optional. 

3_-_C_Search_IV_small.png

Click Save.

The Demandbase Search component is added to the Home Page sidebar as shown below:

5_-_Done_small.png
 5 Remove Search Demandbase If there are multiple layouts present, select the layout that contains the search box. If there is a single layout, then click Edit:

home_layouts.png

 

Deselect the Search InsideView checkbox from the Select Narrow Components to Show section.

4_-_Remove_IVS_small.png
6 Save Click Next and then Save.