Thursday 4 August 2016

Unmanaged package & GitHub repo to get LEX Opportunity progress bar inside Salesforce Classic



With reference to my previous post "Replicate Lightning Experience Opportunity Progress Bar into Salesforce Classic UI" since people are asking for easy way to replicate this, I am going to provide an unmanaged package to help people get this beautiful view at a click away.
Step #1
XperienceProgressBarForSalesforceClassic
Version 1.3

Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000NOPH 
Note: If you are installing into a sandbox organization you must replace the initial portion of the URL withhttp://test.salesforce.com
Step #2
Click Install button.

Some post-installation steps are identified below to help you get going.
Step #3
After installation, edit your Opportunity page layout to add a one column Section with '.'(a dot) as its name just above detail section as shown in screen shot below.

Step #4
Drag and drop this VF page "Slds_OpportunityProgressBar_Page" inside the added section.

Step #5
Set the VF properties(width= 100%; height=80) by clicking on wrench icon as shown in image below.

Step #6

Save your page layout to get the view as shown in this image.
Quite simple. Isn't it?   :)
Note: This is designed exclusively for Opportunity stage field. However it can be tweaked to get it working for other objects as well.
Get to the source code repository @GitHub         http://bit.ly/2aTa3pl