Breadcrumbs

Add Unity App to Opportunity/Account Page in Lightning UI

In Salesforce Lightning UI you can use “App Lightning Builder”. It is possible to add our application as VisualForce page. The VisualForce Page must be enabled for the Lightning.

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Take the following steps:

  1. Go to Salesforce Setup and find “Lightning App Builder”.

    Screenshot 2020-02-20 at 12.07.13.png

  2. Find the Page record you want to change and click Edit.

    Screenshot 2020-02-20 at 12.08.01.png

  3. In the main component add a new Tab and rename it to “Pricefx Contract Manager” (only an example).

    Screenshot 2020-02-20 at 12.10.45.png

  4. Add a VisualForce page to this new Tab and change the content you created earlier to the Pricefx VisualForce page. Click the content, click the right menu and a drop-down list opens. Select Pricefx VisualForce page.

    Screenshot 2020-02-20 at 12.21.49.png

  5. Go to Opportunities and verify that Pricefx Unity application has been added.

    Screenshot 2020-02-20 at 12.26.44.png