Add Revenue Intelligence to Salesforce Custom Object Page Layouts

Requirements: Ebsta needs to have been installed & connected to Salesforce: 

Install Ebsta into Salesforce

Ebsta's front-end component can be added to the Page Layout of each desired Object/Custom Objects.  

Note: We recommend that Ebsta is only added to Page Layouts that are accessible to Administrators until configuration is fully complete.

1. Click the Gear icon and click Setup.
   
2. Type visual in the Quick Find box and select Visualforce Pages.
   
3. Click New
   
4. Add a Label (e.g. Ebsta) and a Name and then click Save.
   
5. Click Edit
   
6. Check the box next to Available for Lightning Experience, Experience Builder sites and the mobile app.
   
7. Copy and paste the Apex Code below into the Visualforce Markup section and then click Save.
   <apex:page applyBodyTag="false" docType="html-5.0" sidebar="false" showHeader="false"  standardStyleSheets="false" standardController="**New_Custom_Object**__c" title="Ebsta" id="ebp">  <ebsta1:ebstaCentralCore SalesforceId="{!**New_Custom_Object**__c.Id}" ObjectFullName="{!**New_Custom_Object**__c.Name}" ObjectName="**New_Custom_Object**__c" >  Note: Replace New_Custom_Object with your own Custom Object name.
8. Click Objects and Fields > Object Manager
   
9. Click on your Custom Object
   
10. Click Page Layouts and then click the down arrow on the right side of your object and select Edit.
    
11. Scroll down the menu and click Visualforce Pages
    
12. Select Section and drag it down into the Page Layout.  When it has turned green you will be able to drop it into the layout.
    
13. Add the following properties and click OK
    
14. Now select Ebsta  and drag it into the newly created Ebsta Section. When it has turned green you will be able to drop it into the layout.
    
15. Click Spanner in the Ebsta section.
    
16. Add the following properties and click OK.
    
17. Click Save.