Service Cloud Add-On Install Guide
- What is the GridBuddy service cloud add-on?
- Installing the service cloud add-on
- GridBuddy for service cloud installation steps
- Post-install instructions
- View package contents in the grid tab
- Add grids tab to your default view
- Set up editable related lists on Salesforce record detail pages
- Customize grids to add the fields and filter conditions you want
- What’s Included
What is the GridBuddy Service Cloud Add-On?
The GridBuddy Service Cloud Add-on is a starter pack for GridBuddy that includes grids and page layout components for streamlining Salesforce Service Cloud use cases. Once installed, each grid can be modified to match your unique requirements.
Installing the Service Cloud Add-On
You must have GridBuddy Unlimited version 3.21 or higher installed in the target org. To see what version of GridBuddy you are on – go to Setup > Installed Packages > GridBuddy.
To install the latest version of GridBuddy – go to the GridBuddy Unlimited AppExchange listing. If you already have an older version of GridBuddy Unlimited installed – just install over your existing version and the upgrade to the new version will run automatically keeping your existing grid configurations intact.
GridBuddy for Service Cloud Installation Steps
To start the add-on installation, go to www.appbuddy.com and click on the “GridBuddy for Service Cloud” link on the home page.
This will prompt you to log in to Salesforce. Use the credentials for the org you want to install into.
Choose the appropriate Security Level and click “Next”. We recommend granting access to all users, which will grant all user profiles permission to access the GridBuddy add-on by default. You will still manage access to the GridBuddy app by assigning licenses after the install.
Lastly, click “Install”.
When the installation completes – you will see a success screen.
View package contents in the Grids tab
After installing the Managed Package – your new grids will appear in the GridBuddy “Grids” tab. To see this, select GridBuddy for Service Cloud from the application dropdown on the top right and then click on the “Grids” tab.
This will show you a dropdown list of all the grids included in the add-on. A new folder called “Service Cloud” will be added to the list that shows, and this folder is assigned by default to all profiles. You can adjust access by profile permission by following the steps outlined in the “Manage Folders” section of the user guide.
Add Grids tab to your default view
We recommend adding the Grids tab to your default view for the easiest end-user access to the grids. To do this, go into your Service Cloud view, click the “+” sign on the tabs toolbar, and then click the “Customize My Tabs” button.
Find the “Grids” tab in the “Available Tabs”, add it to the “Selected Tabs”, then click Save.
In addition to the Grids tab, you can surface grids to users in other ways such as adding a custom web tab or a custom link. To set up these types of integration, please follow the steps in our user guide:
Set up editable related lists on Salesforce record detail pages
GridBuddy for Service Cloud comes pre-packaged with editable related lists that can be added to Salesforce record detail pages.
These editable related lists are Visualforce pages that can been added to relevant page layouts as page layout components. GridBuddy for Service Cloud comes packaged with 4 of these pre-built Visualforce pages for the following objects:
- Case – GBAddOnCaseRelatedInclude – Edtiable related lists for Case record detail page.
- Account – GBAddOnAccountTabbedGridServiceCloud – Tabbed related lists for the Account record detail page; relevant to Service Cloud use case.
Follow these steps below to add a Visualforce page as a component on a Salesforce record detail page. This example demonstrates the steps for Account but you can follow the same steps to add these pages to the Opportunity, Contact, and Lead embedded grids.
First, go to a specific Account record detail page and click “Edit Layout”.
Select the “Visualforce Pages” option and drag a new Section onto the page layout.
Name the new section whatever you’d like, make sure it has a “1 column” configuration, then click OK.
Now drag the “GBAddOnAccountTabbedGridServiceCloud” Visualforce page into the new section you’ve created.
Now click the wrench on the right-hand side of the Visualforce page to adjust the properties.
Change the default height to 610. This will ensure the grid fits into the view. Make sure “Show scrollbars” and “Show label” are de-selected (the Visualforce page renders these automatically).
After you save the page layout – you will see the embedded Account grids reflected on the page.
Note: if you already installed the Service Cloud add-on, you could choose the GBAddOnAccountTabbedInclude.page include instead, edit either page to include missing grids/tabs, or edit the grids either page to incorporate the attributes of the other page’s grids.
Customize grids to add the fields and filter conditions you want
All grids on the GridBuddy for Service Cloud Add-on utilize standard fields that are available in any Salesforce org. As an Administrator, you also have the ability to customize the pre-packaged grids to include the objects and fields that are specific to your use case (both standard and custom).
To edit a grid as an Administrator, load the grid in the “Grids” tab – then click “configure”.
This will take you into the Grid Wizard – our 3-step process for creating and modifying grids.
- Step 1 – Basic configuration options
- Step 2 – Add/modify the related objects, fields, and actions for the grid
- Step 3 – Add/modify filter conditions for the grid
Note:Changes you make in the Grid Wizard will take affect for all users.
Service Cloud folder grids
- Open Cases – Status is not Closed.
- Closed Cases – Status is Closed.
- GBAddOnCaseRelatedInclude – Editable related lists for Case detail page.
- GBAddOnAccountTabbedGridServiceCloud – Tabbed related lists for the Account record detail page; relevant to Service Cloud use case.
For questions about GridBuddy for Service Cloud, please contact us at firstname.lastname@example.org