CV Rich Text Area App Installation and Setup

Explore the app on AppExchange now:

About the App:

The Idea “Allow custom “Text Area (Long)” fields on Activities” has been around for 12 years now and has not been delivered by Salesforce.

CloudVandana has designed “CV RTA: CV Rich Text on Activities” app to exactly address this gap in the Salesforce functionality.

Payment is required to increase the number of users using this app.

The FREE version supports a maximum of 2 users.

Subscribe/Buy Now for Unlimited License Yearly Plan –

> https://buy.stripe.com/8wM4k08Wo8Dc5sA6ov

Installation of CVRTA

Remember you can always ask us to get on a call to set your app in Sandbox and Production.

Just email to apps@cloudvandana.com

Production Installation Link (Version 1.9)

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000ZXmb

Sandbox Installation Link

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000ZXmb

Steps to Install:

1. Please go to the above link to install the CVRTA app in Production or Sandbox Salesforce Org.
2. Please enter login details of your salesforce administrator if you are presented with the login screen

Note: We recommend installing the app in the sandbox first and then install in production if everything looks fine.

3.  Once you are presented with the installation screen, you are required to select which of your users should be granted access to the app including all its components.

Most customers should select the middle option “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step.

If you didn’t install the app for All Users, please see the “Other Permissions” section below

Click the Checkbox as shown to Acknowledge your installation.

Once you make your selection, click the Install button.

Once the installation is complete, click the Done button to return to your Salesforce org.  You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.

Now, CVRTA is Installed in your System.

You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view

Configuration Steps

Enable My Domain – Pre-Requisite

My Domain is a Salesforce feature that lets you highlight your brand, makes your org more secure, and allows you to take advantage of some new features of Salesforce like Lightning Pages, the Lightning App builder and, what we are interested in most, Lightning Components.

The easiest way to see if you have My Domains enabled is to log into Salesforce and look at the address bar. If you see something like https://yourcompany.my.salesforce.com, then you are all set and can skip to the next step. However, if you see something like https://na31.salesforce.com, you do not currently have My Domain enabled and need to take a few extra steps first.

For more details, watch a demo of My Domain or review the My Domain module on Trailhead.

Assign Licenses to Users

Users who wants to use the app need to have the App License assigned to them.

Here are the steps ->

1. From Setup, Search “Installed Packages”.
2. Click on “Manage Licenses”.
3. Click “Add Users” and select users who need access to this app.

Other Permissions

If you didn’t install the app for all users, you need to permit the Profile of Users for each Apex Class and Visualforce page as part of the CVRTA Package.

Add Visualforce pages to Lightning Record Pages

CV RTA visualforce pages need to be added to the lightning record pages to create a new task and new event and log a call with Rich Text Area.

Steps to Configure:

1. Open any Record in the Salesforce. We will take an example of Opportunity here.
2. From the opportunity’s detail page, Click the gear icon at the top right corner and select Edit Page to open the Lightning App Builder.

3. Click on the Tabs Page and Click on the Add Tab to add a new tab. Select custom from the dropdown for Tab Label and add the custom label as  “New Task” or “New CV Task”. You can give any custom label as per your business requirement.

4. Click on Done.
5. Click on the Newly Created Tab “New Task”. You will see the Add Component(s) Here message.
6. Search for Visulaforce in the standard component from the left toolbar and drag the visualforce component to the center of the new tab.

7. Search CVRT in the “Visualforce Page Name” search box and Select CVRT New Task.
8. You can show or hide the label by checking/unchecking the “Show Label”. Enter text in the label in case you want to add a Custom Label for the CVRTA New Task. Here we checked the show label and kept the custom label blank hence it is showing the name of the component by default.
9. Optionally you can drag and drop this visualforce page on any region and tab of the Lightning record page as per your business needs.
10. Once the page is configured. Click on the Save button on the top right.
11. Please repeat the above Steps to add a New tab for ”New Event”,“Log a Call” and Add Visualforce component with Visualforce page name as “CVRT New Event” and “CVRT LogACall” respectively as shown below.

Log A Call

New Event

Add Visualforce pages to Task and Event  Record Page

CV Rich text area component is also visible on the Activity detail page so that you can keep your notes updated with rich text without any hassle.

Steps to Configure:

1. From the Setup menu on a Task record page, select Edit Page. Or From Setup go to Object Manager. Search Task and click on the Task.

2. Click on Lightning Record Pages from the Left and click on the Task Record Page.

3. Click on Edit form the Task Record Page.

Note : If you do not find any Lightning Record Page for the Task. Please create a new record page for the task by the help of this link  https://help.salesforce.com/articleView?id=sf.lightning_app_builder_customize_lex_pages.htm&type=5

4. You will be presented with the screen below.

5. Now, Search for Visualforce from the Components Search option.
6. Click on the Details Tab. Drag and Drop the Visualforce Component from Left to the bottom of the detail tab.
7. Enter Visualforce Page Name as “CVRT Task Detail”. Show/Hide label by Checking/Unchecking the Show Label checkbox. Enter Label to customize the label name els it will display default label as “CVRT Task Detail”
8. Once Configured, Click Save.

9. Repeat the above steps to Add the CV Rich Text component on the Event Record Page. Use “CVRT Event Detail” in the Visualforce Page name for the Events.

You can also edit CV Rich Text from Activity Timeline using the task dropdown quick actions.

Steps to Configure:

1. From Setup go to Object Manager. Search Task and click on the Task.
2. Click on Page Layouts, and click on Task Layout to edit.

3. Click on Mobile & Lighting Actions from the available option on the Top. Clock on Edit CV Rich Text.
4. Drag and Drop Edit CV Rich Text to the “Salesforce Mobile and Lightning Experience Actions”.

Note: If the Salesforce Mobile and Lightning Experience Actions section is disabled click on the gear icon on the right to enable the action buttons.

5. Click Save.
6. Repeat the above steps to add the quick action to the Event Page layout. Use “Edit CVRTA Event” action and add to the Event page layout.

Optional Configuration

Add ActivityComments for Reporting

Copy CV Rich Text content to the Activity comments field. This is helpful for the reporting purpose or to show comments in the Activity Timeline. Content copied to the comments will be converted to the plain text as comments do not support any formatted text (rich text).

Steps to Configure:

1. From Setup , Go to Home
2. Search Custom Setting in the quick find search.
3. Click on Custom Settings
4. Click on Manage for the CV Settings

5. Click on New button to add new record
6. Enter Name as “CreateComment” and keep the Create Task Comment as checked. (Note :  You can uncheck later if you no longer need to copy Cv Rich Text content to the Task comments)

7. Click Save.

Important : Name should be exactly the same as “CreateComment” and is case sensitive.

Customize fields on the New Task, New Event and Log a Call

In our App we have provided options to include/exclude the Task fields from the CVRT New Task , CVRTA New Event and CVRT Log a Call pages. These pages will be available on the Lightning Record Pages as per your configured location.

Steps to Configure:

1. From Setup go to Object Manager. Search Task and click on the Task.
2. Click on the Field Sets.

3. Click on CVRT New Task Field Label to edit the fields for New Task
4. Now you have options to add new fields and remove any default fields. Drag and drop Fields from the available fields to In the field sets.

5. You can adjust the order of fields by simply drag and drop.
6. To remove the default fields. Click on the Field from the Field Set and click on (-) as shown below.

Important : Please make sure you include all the required fields else the task creation might fail if default value is not set.

7. You can repeat the same steps to include/exclude the Task fields on the CVRT LogACall page.
8. You can also edit the fields on the New Event by editing the field set “New Event” on the Event Object.

Cheers! Your app is ready to use.

Payment is required to increase the number of users using this app.

The FREE version supports a maximum of 2 users.

Subscribe/Buy Now for Unlimited License Yearly Plan -> https://buy.stripe.com/8wM4k08Wo8Dc5sA6ov

For any assistance with this process, send an email to “apps@cloudvandana.com“ and we can help!