Preact AppExchange Package for Salesforce

1. Click here to install our Salesforce AppExchange Package. 

 

2. Add the Preact Visualforce Section to the Account Object.

  • Setup > Customize > Accounts > Page Layouts.
  • Create a new 1-Column Section and call it “Preact”.
  • Drag the “Preact Account Info” Visualforce object into the newly created “Preact” section.
  • Double-click on the Visualforce section to bring up the properties. Change the Height to "270". 

 

3. Add the Preact Fields to the Account Object.

  • Setup > Customize > Accounts > Page Layouts (same as #2).
  • Create a new 2-Column Section and call it “Preact Fields”.
  • Drag the Preact fields into the newly created “Preact Fields” section.

 

 

 

4. Add the Preact Visualforce Section to the Contact Object.

  • Setup > Customize > Contacts > Page Layouts.
  • Create a new 1-Column Section and call it “Preact”.
  • Drag the “Preact Contact Info” Visualforce object into the newly created “Preact” section.
  • Double-click on the Visualforce section to bring up the properties. Change the Height to "270". 

 

5. Add the Preact Fields to the Contact Object.

  • Setup > Customize > Contacts > Page Layouts (same as #4).
  • Create a new 2-Column Section and call it “Preact Fields”.
  • Drag the Preact fields into the newly created “Preact Fields” section.

 

 

 

 

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