Lightico for Salesforce is now fully customizable for starting Lightico sessions with a click of a button within any Standard or Custom object in your Salesforce org. With a few steps you can create a ‘Start Lightico Session’ button in any page layout to initiate a Lightico session. Not only can you start a Lightico session from any Standard and Custom Object, you can also map data from these objects into your Assets in Lightico.
This guide provides step by step instructions on how to create and implement this capability, and all screenshots refers to Salesforce Lightning This is also applicable to Salesforce Classic as well.
The steps in the guide require a Salesforce Administrator skills and knowledge in order to configure it successfully.
Lightico for Salesforce package ships with built in 'Start Lightico Session' record level buttons, available in the Account, Contact, Case, Lead and Opportunity standard objects. Assuming each organization implements its own custom objects for any relevant business purpose, we are sharing the steps required to define your 'Start Lightico Session' button. The button in general refers to a Visualforce page and requires a couple of parameters in order to successfully function.
Note: In order for the button to successfully perform, your object must have a reference (Lookup, Master-Detail, or Formula) to either a Contact record id or an Account record id, so the visualforce page will populate optional Contacts to start the Lightico session
Create Button or Link
Navigate to the Object Manager and select your sObject. Select the Buttons, Links, and Actions pane and click 'New Button or Link'.
In the New Button or Link definition define the following:
- Label: Start Lightico Session
- Name: Start Lightico Session
- Display Type: Detail Page Button
- Behavior: Display in new Window
- Content Source: URL
For the URL editing options see the next 'Visualforce Page and Parameters' section
Visualforce Page and Parameters
The code behind the button contains a link to the lightico__VFLightico page with a couple of parameters:
- ObjType – The API name of the object where you want to enable the button. This parameter is mandatory.
- Id – The ID of the record you are currently in. This parameter is mandatory
- contactID – can contain 1 or more Contact IDs (coma separated). As mentioned in the Note above, the object you are targeting must contain such a custom field. This parameter is optional if the accoundID parameter exists. Otherwise it's mandatory
- accountID – reference to an Account ID, which will populate its related Contacts for selection in the Start Lightico Session page. This parameter is optional if the contactID parameter is implemented. Otherwise it’s mandatory
- recName – The Name of the record which will appear in the Start Lightico Session page as a reference of from where the session is initiated. This field is optional (Yet valuable)
Here are a few samples and combinations of parameters and the expected results for the available Contacts in the Start Lightico Session page. The examples includes referring custom fields named ContactId__c, Contact_2Id__c and AccountId__c
- Displaying a single Contact details:
- Display all Contacts related to an Account:
- Displaying a list of Contacts (Not necessarily related to Account):
- Combining all Contacts of an Account and additional selected Contact:
Once you select the desired behavior and URL definition click Save to keep the Button settings. Remember to add the newly created button to your Page Layouts.
Refer Lightico Session and File to your sObject
In order for the Lightico Session records and Lightico File records to appear in context of your sObject make sure to add a Lookup as follows:
In the Object Manager navigate to the Lightico Session custom object à Fields & Relationships pane and create new Lookup field pointing to your sObject.
Repeat this step in the Lightico File custom object.
Back to your sObject Page Layout(s) make sure to add the Lightico Session and Lightico File Related Lists to the Page Layout
Troubleshooting Start Lightico Session Button
No Contacts Found – In case that the record from where you started the Lightico Session does not refer to any Contact or Account, then the following message will appear in your agent's screen in Salesforce:
As an agent, in order to resolve this, navigate Back to the record where you originally started the Lightico session and update the related Contact or Account fields.
Setup and configuration completed. Well done!!! You are ready to go!