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Enable Eagleview Services on Salesforce Records

The Eagleview for Salesforce App allows users to place orders directly from Salesforce records. Orders can be created from the Eagleview Order object or directly from Account, Contact, and Opportunity records. When an order is placed from a record, it is automatically linked to that record for easier tracking and management.

Steps to Enable Eagleview Services on Records​

To make Eagleview services accessible from Salesforce records, follow these steps:

1. Add Eagleview Services Quick Actions​

  1. Go to Object Manager in Salesforce Setup.
  2. Select the object where you want to enable Eagleview orders (Account, Contact, or Opportunity).
  3. Navigate to Page Layouts.
  4. Edit the desired layout and add the Eagleview Services quick actions to the layout.
  5. Save the changes.

2. Add Platform Event Toast Component​

  1. Open the Lightning App Builder for the record page you want to update.
  2. Add the Platform Event Toast component to the page.
  3. Save and activate the updated page.
note

This component ensures users receive real-time notifications when an Eagleview order is placed or updated.

Notes & Tips​

  • Quick actions must be added to each object where users need to place orders.
  • The Platform Event Toast component is required on all record pages to receive order notifications.
  • Orders created from records are automatically linked to the corresponding Account, Contact, or Opportunity for seamless tracking.