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Show Unity in New Sub-Tab in Sales Console App

Show Unity in New Sub-Tab in Sales Console App

It is possible to have Pricefx Unity displayed in a new sub-tab connected to the account page.

Steps

  1. Create a Visual Force Page (e.g. Custom_Quote_Configurator).

    <apex:page cache="false"> <apex:canvasApp applicationName="E2E_staging_seeddata_Unity_staging" height="300px" width="100%" border="0" scrolling="yes"/> </apex:page>
  2. Create a Visual Force Page (Quote_Configurator_For_Console).

    <apex:page > <apex:includeScript value="/support/console/48.0/integration.js"/> <style> .m-iframe{ width: 100%; border: 0px; height: 95vh; } </style> <iframe class="m-iframe" src="/apex/Custom_Quote_Configurator?Id={!$CurrentPage.parameters.aId}"/> </apex:page>
  3. Add a Lightning Component (E2EStagingAccountButton). It is described at Show Unity as Modal/Tab in Salesforce Lightning, just step 1.
    Here is the code for Component:

    <aura:component implements="force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,force:lightningQuickActionWithoutHeader,lightning:isUrlAddressable" access="global"> <lightning:workspaceAPI aura:id="Workspace"/> <aura:handler name="init" value="{!this}" action="{!c.doInit}" /> </aura:component>

    Code for Controller:

    Code for Helper:

  4. Add a button with an action. Go to Setup > Object Manager, open Account.

  5. Go to Buttons, Links, and Actions and create a New Action. Choose your Lightning component created in the third step.

  6. Go to Page Layout and open Customer Layout.

    Under Mobile & Lightning Actions locate your button (E2E Staging Button) and activate it for this layout.

    Save the Page layout.

  7. Switch to the Sales Console app in Salesforce.

    Open some account and locate your new button. Check the functionality.

 

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Pricefx version 14.0