A Popdock widget can help integrate a Popdock list or multiple lists directly into your Salesforce user interface, either as a tab at the top or as a button that opens up a new window. The following shows you how to create a Visualforce page widget in Popdock and create a new custom tab on a Salesforce page which uses the embedded Popdock widget.
1. Log into Popdock and then edit the widget you created to embed in Salesforce. Select Widget under the left Settings menu.
2. Scroll down to the Environment section. You will select your Salesforce Connector from the Connector dropdown. Then select the Salesforce page you would like to embed on from the Object dropdown. This example will create the widget on the Case page of the Salesforce environment.
3. Select Parameter in the navigation pane. An environment parameter allows you to select values from the environment to pass through to the widget to restrict the data displayed. Select URL parameters and then select Click here to add a parameter. Enter a Name for your parameter. From the Parameter type dropdown, select Add filter on field. In the Field dropdown, select the field that will restrict the data. Select Add to add the parameter.
4. Once you have selected the environment and have set up your parameter, your Visualforce page widget is ready to be created. Select Create Visualforce page from within the Settings menu.
5. Once your Visualforce page widget has been created, you will navigate back to your Salesforce environment to create a new custom tab for your widget. From within your Salesforce environment, locate the environment/page that you selected when configuring your Popdock widget and select the Setup icon in the upper right corner of that page.
6. From the Setup dropdown, select Edit Page.
7. In the Components menu on the left side of the page, scroll down and select Visualforce.
8. Click OK to the warning message shown below.
9. You will now select the component of the page that you want to add your Visualforce widget to. In this example, you would click in the space to the right of the Feed and Related tabs. By doing so, the Page > Tabs menu populates on the right side of the page. In this tab menu, select Add Tab.
10. A new Details tab appears following the current tabs. By selecting the Details tab, the Tab Label menu will pop out to the left. Scroll to the top of the menu and select Custom.
11. Give your Custom Label a name using the available field and then select Done. You will notice a new tab appears on the page with your Custom Label.
12. From within your the new custom tab, select Add Component(s) Here. Then select Visualforce from the Components menu on the left side of the page.
13. From the Page > Visualforce menu that appears on the far right side of the page, select the name of your Popdock Visualforce Widget from the Visualforce Page Name dropdown menu. You can use the Height (in pixels) field to adjust the size of the widget on the page. Once you have selected your Visualforce Page widget and selected the height, select Save in the top right corner of the page.
14. You will receive the following prompt noting your Visualforce page saved. Select Activate to make this Visualforce page visible to users.
15. From the Activation Page, you have the option to select whether your Visualforce widget is assigned as an Org Default, App Default, or App, Record Type, and Profile. In this example, you would select Org Default to display the Visualforce Widget on all Case records. To do so, select Assign as Org Default.
16. Select which form factors you want your Org Default Page to be available for and then select Next.
17. Review your selections and once confirmed select Save.
18. You can now select the back arrow in the upper left corner of the page to exit the Lightning App Builder.
19. Select your new custom tab to view your newly embedded Visualforce Page Widget.
Having trouble adding with your Salesforce widget? Email support at support@eonesolutions.com.