Customization & Enhancement Guide

Table of Contents

Using This Document

Suggested Customizations & Enhancements

This document is meant to offer selected customizations and enhancements that the
developer suggests could improve the functionality for some users by adding features
applicable to:

1. Altering the URL of the embedded CB Admin tab................................................ 2

2. Altering the URL of the embedded CB Search tab............................................... 3
3. Altering the URL of the embedded CB Forums tab.............................................. 4
4. Altering the URL of the embedded CB Downloads tab ........................................ 5
5. Enabling Solution Category in the salesforce.com API........................................... 6
6. Creating a Dedicated Synchronization User Account............................................. 7
7. Edit the CoreBlox Case Link Control S-Control.................................................... 8
8. Create a Custom Link for the Cases Object ............................................................ 9
9. Edit the CoreBlox Account Management Control S-Control............................... 10
10. Create a Custom Link for the Account Management Object................................ 11

Vertical industries
Niche markets
Integrations with external systems

Page

Page 1

1. Altering the URL of the embedded CB Admin tab

What:

Alter the URL of the embedded CB Admin tab to point at your CoreBlox site

Why:

Completes the integration process between CoreBlox and salesforce.com

How:

Modify the CB Admin Tab URL

The URL for your embedded CB Admin tab is modified by going to: Setup > Build > Custom Tabs
1.
2.
3.

Under Web Tabs select the Edit action next to the tab labeled CB Admin
Select the Next button until youve reached Step 3 of the edit tab process
Replace the host name in the URL with the unique host name provided by CoreBlox during the signup process. For example, if your unique host
name were XYZ, the URL would change from:
http://signup.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=admin
TO
http://xyz.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=admin

Page 2

2. Altering the URL of the embedded CB Search tab

What:

Alter the URL of the embedded CB Search tab to point at your CoreBlox site

Why:

Completes the integration process between CoreBlox and salesforce.com

How:

Modify the CB Search Tab URL

The URL for your embedded CB Search tab is modified by going to: Setup > Build > Custom Tabs
1.
2.
3.

Under Web Tabs select the Edit action next to the tab labeled CB Search
Select the Next button until youve reached Step 3 of the edit tab process
Replace the host name in the URL with the unique host name provided by CoreBlox during the signup process. For example, if your unique host
name were XYZ, the URL would change from:
http://signup.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=search
TO
http://xyz.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=search

Page 3

3. Altering the URL of the embedded CB Forums tab

What:

Alter the URL of the embedded CB Forum tab to point at your CoreBlox site

Why:

Completes the integration process between CoreBlox and salesforce.com

How:

Modify the CB Forum Tab URL

The URL for your embedded CBAdmin tab is modified by going to: Setup > Build > Custom Tabs
1.
2.
3.

Under Web Tabs select the Edit action next to the tab labeled CB Forums
Select the Next button until youve reached Step 3 of the edit tab process
Replace the host name in the URL with the unique host name provided by CoreBlox during the signup process. For example, if your unique host
name were XYZ, the URL would change from:
http://signup.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=forums
TO
http://xyz.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=forums

Page 4

4. Altering the URL of the embedded CB Downloads tab

What:

Alter the URL of the embedded CB Downloads tab to point at your CoreBlox site

Why:

Completes the integration process between CoreBlox and salesforce.com

How:

Modify the CB Downloads Tab URL

The URL for your embedded CB Downloads tab is modified by going to: Setup > Build > Custom Tabs
1.
2.
3.

Under Web Tabs select the Edit action next to the tab labeled CB Downloads
Select the Next button until youve reached Step 3 of the edit tab process
Replace the host name in the URL with the unique host name provided by CoreBlox during the signup process. For example, if your unique host
name were XYZ, the URL would change from:
http://signup.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=downloads
TO
http://xyz.coreblox.com/cbloader/SFLogin?sfsessionid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_70}&nav=downloads

Page 5

5. Enabling Solution Category in the salesforce.com API

What:

Ask SalesForce.com to make the Solution Category field available through your salesforce.com API

Why:

This request will make it possible for bi-directional sync of the Solution Category field between CoreBlox and SalesForce.com. Note that you should only make this
request if you use the Solution Category field today or plan to in the future.

How:

Contact Customer Support to Request Enablement of the Solution Category field in your salesforce.com API
1.
2.
3.

Select the Support tab of the Help and Training window to access customer support options
Click Log a Case to submit your issue to salesforce.com Customer Support
Enter the following text in the Log a Case screen:
Please enable the Solution Category field on my Case objects for use in the salesforce.com API.

Page 6

6. Creating a Dedicated Synchronization User Account

What:

Create a user account that will be used for synchronization between salesforce.com & CoreBlox

Why:

CoreBlox requires a user account with administrative rights to read and write data to salesforce.com. Establishing a
dedicated user account for this purpose will allow you to differentiate data modifications made by CoreBlox from those of
other users.

How:

Add a user for CoreBlox synchronization purposes

A user account can be added by going to: Setup > Manager Users > Users
1.
2.
3.
4.

Click New User

Enter required fields. Suggested user name for this account is coreblox. Be sure to select Profile = System
Administrator so that the account will be able to perform all of its proper functions.
Click Save
Report the username to CoreBlox Support to complete setup of the synchronization process

Page 7

7. Edit the CoreBlox Case Link Control S-Control

What:

Alter the URL of the CoreBlox Case Link Control S-Control

Why:

Completes the integration process for cases between CoreBlox and salesforce.com

How:

Modify the CoreBlox Case Links Control S-Control URL

The URL for your embedded CoreBlox S-Control is modified by going to: Setup > Build > Custom S-Controls
1.
2.

Under the existing S-Controls section select the Edit action next to the item labeled CoreBlox Case Link Control
Within the custom S-Control Edit section, there is an HTML Body section. Replace the host name in the URL listed at the bottom of the script with the unique
host name provided by CoreBlox during the signup process. For example, if your unique host name were XYZ, the URL would change from:
http://signup.coreblox.com/cbloader/SFLogin?sfcaseid=+escape(normaliseSforceID({!Case_ID}))+&sfsessionid=+escape({!User_SessionID})+&serverurl=
+escape({!API_Partner_Server_URL_70}");
TO
http://xyz.coreblox.com/cbloader/SFLogin?sfcaseid=+escape(normaliseSforceID({!Case_ID}))+&sfsessionid=+escape({!User_SessionID})+&serverurl=+e
scape({!API_Partner_Server_URL_70}");

Page 8

8. Create a Custom Link for the Cases Object

What:

Create a custom link for the Cases object

Why:

Allows salesforce user to directly navigate to cases which caused an escalation to occur.

How:

Create the CoreBlox Case Links Custom Link

The S-Control can be added by going to: Setup > App Setup > Cases > Custom Links
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

Click New
Enter Link Label = CoreBlox Case Links
Select Link Type = Custom S-Control
Click Next
Select Custom S-Control = CoreBlox Case Links
Click Next
Select the Open in Salesforce window without sidebar option
Click Next
Accept the default Height (in pixels) of 600
Click Next
Validate the information and click Save

Add the CoreBlox Case Links custom link to the web layout
The custom link can be added to the web layout by going to: Setup > App Setup > Cases > Page Layouts
1.
2.
3.
4.

Click Edit next to the Page Layout Name = Case Layout

In the View section dropdown on the right side of the screen, select the Case Custom Links option
Drag and drop the CoreBlox Case Links from the View section to the Custom Links section
Click Save

Page 9

9. Edit the CoreBlox Account Management Control S-Control

What:

Alter the URL of the CoreBlox Account Management Control S-Control

Why:

Completes the integration process for account management between CoreBlox and salesforce.com

How:

Modify the CoreBlox Account Management Control S-Control URL

The URL for your embedded CoreBlox S-Control is modified by going to: Setup > Build > Custom S-Controls
1.
2.

Under the existing S-Controls section select the Edit action next to the item labeled CoreBlox Account Management Control
Within the custom S-Control Edit section, there is an HTML Body section. Replace the host name in the URL listed at the bottom of the script with the unique
host name provided by CoreBlox during the signup process. For example, if your unique host name were XYZ, the URL would change from:
http://signup.coreblox.com/cbloader/SFLogin?sfaccountid=+escape(normaliseSforceID({!Account_ID}))+&sfsessionid=+escape({!User_SessionID})+&serve
rurl=+escape({!API_Partner_Server_URL_70}");
TO
http://xyz.coreblox.com/cbloader/SFLogin?sfaccountid=+escape(normaliseSforceID({!Account_ID}))+&sfsessionid=+escape({!User_SessionID})+&serveru
rl=+escape({!API_Partner_Server_URL_70}");

Page 10

10. Create a Custom Link for the Account Management Object

What:

Create a custom link for the Account Management object

Why:

Allows salesforce user to directly navigate to the CoreBlox Account Management page for a given company.

How:

Create the CoreBlox Account Management Custom Link

The S-Control can be added by going to: Setup > App Setup > Accounts > Custom Links
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

Click New
Enter Link Label = CoreBlox Account Management
Select Link Type = Custom S-Control
Click Next
Select Custom S-Control = CoreBlox Account Management Control
Click Next
Select the Open in Salesforce window without sidebar option
Click Next
Accept the default Height (in pixels) of 600
Click Next
Validate the information and click Save

Add the CoreBlox Account Management custom link to the web layout
The custom link can be added to the web layout by going to: Setup > App Setup > Accounts > Page Layouts
1.
2.
3.
4.

Click Edit next to the Page Layout Name = Account Layout

In the View section dropdown on the right side of the screen, select the Account Custom Links option
Drag and drop the CoreBlox Account Management from the View section to the Custom Links section
Click Save

Page 11