Taskfeed has been designed to integrate with other Salesforce Standard and Custom objects and display within their Page Layouts. We provide integration for Account and Opportunity out of the box. But you can configure Taskfeed to extend this integration to other objects in Salesforce as well.
This means you can relate and then view Taskfeed Boards and Taskfeed Tasks directly from an Account, Opportunity, Case, Lead, Campaign or any other Standard and Custom Object records.
This article shows you how to create a Taskfeed Visualforce Page embed to include in a Custom object in Salesforce.
To create a Taskfeed Visualforce page for a Salesforce Standard object, read this article.
Note: The following Salesforce User Permissions are required:
Step 1: Create a Lookup Relationship between the custom object and Taskfeed Boards, as well as Taskfeed Tasks.
The example below will use a custom object named Project as an example.
Go to Setup > Object Manager and click Taskfeed Board in Lightning or Setup > Create > Objects and select Taskfeed Board.
In Fields & Relationships, click New to create a Lookup Relationship.
Select the custom object you wish to relate to. In the next step, give the lookup field the same name as your custom object. E.g., if your custom object is Project, the Label should be Project and the Field Name should be Project as well.
Click Save. When you save, the API Name for the field will automatically be Project__c.
Now create a lookup relationship to the custom object in Taskfeed Tasks.
Go to Setup > Object Manager and click Taskfeed Task in Lightning or Setup > Create > Objects and select Taskfeed Task.
Repeat steps 2 through 4 above.
Step 2. Create a Static Resource and Custom Visualforce Page
Taskfeed provides Taskfeed Board Visualforce pages for Accounts and Opportunities out of the box. To see related Taskfeed boards within a custom object’s page, a custom Visualforce page must be created.
When using Taskfeed 14 and above you will need to create a Custom Static Resource.
Before creating the Visualforce Page you must create a copy of a Static Resource. This allows icons used by Taskfeed to be loaded safely in the browser.
1. Navigate to Setup > Develop > Static Resources
2. Select the Static Resource named "lightning_design_system" then select “View file”. This will download a Zip file to your device.
3. Select Back or navigate back to Setup > Develop > Static Resources, then select “New”
4. Enter “lightning_design_system_custom” as the Name
5. Enter “Duplicate of Lightning Design System to allow Taskfeed to be embedded within Custom Object”
6. Upload the File that you downloaded in step 2
7. Select Cache Control “Public”
8. Select Save
Now you can create the Visualforce page
Navigate to Setup > Develop > Visualforce Pages
Click New, provide the page a Label and a Name, e.g., TaskfeedObjectEmbed
Copy and Paste the code block below as the Visualforce markup
Find and replace all instances where “Project__c” is on the code (Project is our example) with your custom object API Name instead.
Step 3. Embed the custom Visualforce Page onto the custom object’s page layout
In Lightning, navigate to Setup > Object Manager and select your custom object. In Classic, go to Setup > Customize and select your custom object.
Find a Page Layout that is being used, then click Edit
From the left side of the available component toolbox, select Visualforce Pages , you should see the new custom Visualforce page listed.
Select and drag a Section from the component toolbox onto the Page Layout
Name the Section "Taskfeed". Select 1-column Layout.
Select and drag your Visualforce Page into the section you just created
Double click the Visualforce page within the Page Layout to open the Properties modal window
Select a Height (in pixels) (recommended 550), leave other values as defaults. Click OK.