Create a Taskfeed Visualforce Page for Standard Objects

Taskfeed has been designed to integrate with other Salesforce Standard and Custom objects and display within their Page Layouts.
This means you can relate and then view Taskfeed Boards and Taskfeed Tasks directly from an Account, Opportunity, Case, 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 Standard object in Salesforce.

We provide pre-built integration for Account and Opportunity out of the box. But you can configure Taskfeed to extend this integration to other Standard and Custom objects as well.
Note: You need the following Salesforce User Permissions:
  • Customize Application
  • View Setup and Configuration

There are a few methods for integrating Taskfeed with a Salesforce object:
  1. Related Tasks - Show any tasks related to the record across all Boards
  2. One-to-one mapping - Map a single Board to a reach record and show all Tasks for that Board
The example below will use the first method, where a page will display all related Taskfeed Tasks from a Lead record. 

The first step is to create a custom Lookup field in Taskfeed Boards and Taskfeed Tasks to the source object (in this case, Lead).

Create your Lead Taskfeed Board Page


To embed Taskfeed within your Lead page, you will need to create a Visualforce page
  1. Navigate to Setup > Develop > Pages
  2. Select New, provide the page a Label and a Name, e.g., TaskfeedLeadEmbed
  3. Copy and Paste the code block below as the Visualforce markup
  4. Click Save.
  5. Navigate to Setup > Customize > Lead > Page Layouts
  6. Find a Page Layout that is being used, then click Edit
  7. From the left side of the available component toolbox, select the Visualforce Pages category (you may need to scroll down), you should see your page listed.
  8. Select and drag a Section from the component toolbox onto the Page Layout
  9. Name the Section "Taskfeed". Select 1-column Layout.
  10. Select and drag your Visualforce Page into the section you just created
  11. Double click the Visualforce page within the Page Layout to open the Properties modal window
  12. Select a Height (in pixels) (recommend minimum 400), leave other values as defaults. Click OK.
  13. Select Save to save the Page Layout.
  14. Navigate to a Lead record that will use the Page Layout.

<apex:page showHeader="false" sidebar="false" standardStylesheets="true" standardController="Lead">
    <taskfeed1:Taskboard id="board"
                 name="tf_lead_embed_{!Lead.Id}"
                 boardId=""
                 relationshipName="{!$ObjectType.taskfeed1__Board__c.Fields.Lead__c.Name}"
                 recordId="{!Lead.Id}"
                 showBoardSwitcher="false"
                 showBoardPopout="true"
                 showFilters="true"
                 showHeader="false"
                 embeddedIframesAllowed="false"
                 embeddedMode="true"
                 touchScope="false"
                 guessBoard="false"
                 customNoTaskMessage="No Tasks related to this {!$ObjectType.Lead.label}.">
    </taskfeed1:Taskboard>
</apex:page>


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