Add your intranet to the Force.com app

Start in your sandbox organization

All installations and patches should be undertaken in a Full Sandbox prior to application in your production Salesforce Organization.

The custom elements of a site such as Visualforce pages and Apex classes can be developed and tested with limited pages and content in a Sandbox and then migrated to a production Salesforce organization.  

Once the codebase is present in your production organization, you can then begin the process of creating content and pages for use with your site. OrchestraCMS has a Preview functionality that allows you to test the pages and content prior to making them publicly available on your site or intranet.  

If User Acceptance Testing (UAT) needs to be completed, you can refresh your sandbox so it will include the developed content and pages, which can then be published in the UAT environment for testing purposes.  

Content and Page migration between Salesforce organizations is not a current feature of OrchestraCMS.  

There are multiple methods you can use to deploy from a sandbox environment to a production environment. Use your preferred method or refer to Salesforce documentation for a complete list of options.

Set up a new intranet in OrchestraCMS

The first step is to create the new intranet and install it to OrchestraCMS. The steps to create a new Salesforce intranet can be accessed directly from OrchestraCMS.

To set up a new intranet in OrchestraCMS

1. From the Force.com app menu, click OrchestraCMS.
   
2. Do one of the following:
   • If your organization does not currently have a site added to your OrchestraCMS installation, you are directed to a page that instructs you to set up a new site. Click Set Up New Site.
   • If your organization already has one or more sites added to your OrchestraCMS installation, you are directed to the OrchestraCMS user interface. From the Current Site menu, select Create New Site.
     
3. Click Salesforce intranet.
4. In the Site Label box, enter the name of your intranet, as it will appear in the OrchestraCMS interface.
5. In the Site Name box, enter a name for the intranet. The name can only contain alphanumeric characters and underscores and must be unique in the organization. It must begin with a letter, not end with an underscore, and not contain two consecutive underscores—these conditions are not validated but must be met.
6. In the Default Language box, enter the name of your site’s default language and choose that language from the picklist. Optionally, you can also add a description for the language.
   

7. Click Install.

After completing these steps, you are redirected to the OrchestraCMS interface with the new intranet selected as the current site. Your site is now installed in OrchestraCMS.

Add your intranet to the Force.com app menu

By adding your intranet to the Force.com app menu, users can easily access it. This section describes the steps required to add an intranet app to the Force.com app menu. (It shows the “Classic” Salesforce view and steps, as opposed to the “Lightning” Salesforce view, which is slightly different).

Create an intranet redirect class

The intranet redirect class is what redirects the user to the intranet. In the next section, the intranet redirect class is added to a Visualforce page that will redirect users to the intranet.

To create an intranet redirect class

1. In Salesforce Setup, under Develop, click Apex Classes.
2. On the Apex Classes page, above the table, click New.
3. On the Apex Class page, enter the following in the text box under the Apex Class tab, and replace SiteName with the unique site name that you entered when you set up your site.                 return new PageReference('/apex/cms__Main?sname=
           public PageReference redirect(){
   public class intranetRedirect{
   SiteName');        }
              }
4. Click Save.

Create an intranet redirect Visualforce page

The intranet redirect Visualforce page references the intranet redirect class created in the previous section. When users access this page, they are redirected to the intranet.

To create an intranet redirect Visualforce page

1. In Salesforce Setup, under Develop, click Pages.
2. On the Visualforce Pages page, above the table, click New.
3. In the Page Edit area, in the Label box, enter intranetRedirect.
4. In the Name box, enter intranetRedirect.
5. Under the Visualforce Markup tab, delete everything from text box and enter the following: </apex:page>
   <apex:page controller="intranetRedirect" action="{!redirect}" >
6. Click Save.

Create an intranet tab

The intranet tab directs users to the intranet redirect Visualforce page, which redirects users to the intranet. In the next section, the intranet tab is associated with an intranet app.

To create an intranet tab

1. In Salesforce Setup, under Create, click Tabs.
2. In the Visualforce Tabs area, click New.
3. From the Visualforce Page list, select intranetRedirect.
4. In the Tab Label box, enter the text to appear on the tab.
5. In the Tab Name box, enter a unique name for the tab using only alphanumeric characters and underscores (it must begin with a letter).
6. Click in the Tab Style box, and then select the tab style you want to use for the tab.
7. Click Next.
8. Select either Apply one tab visibility to all profiles or Apply a different tab visibility for each profile, and set tab visibility to Default On for the profiles that require access to the intranet.
9. Click Next.
10. Optionally, click to select applications for which the tab will be available—the main intranet app is not created at this point, and it is not necessary to add the tab to additional applications. Since tab visibility was set to Default On, the tab appears by default in any app that it is assigned to.
11. Optionally, select Append tab to users’ existing personal customizations to add the new tab to your users’ customized display settings if they have customized their personal display. This option is selected by default.
12. Click Save.

Create an intranet app

By creating an app for your intranet, Salesforce users can select the intranet from the Force.com menu and be immediately redirected to the intranet.

To create an intranet app

1. In Salesforce Setup, under Create, click Apps.
2. On the Apps page, in the Apps area, click New.
3. On the New Custom App page, in the App Label box, enter the name for the intranet app that will appear in the Force.com app menu.
4. In the App Name box, enter a unique name for the intranet app. The name can only contain alphanumeric characters and underscores and must be unique in the organization. It must begin with a letter, not end with an underscore, and not contain two consecutive underscores.
5. Click Next.
6. Optionally, click Insert an Image and select an image from your Salesforce documents to include as a custom logo for the intranet app. The image must be less than 20 KB and a maximum of 300 pixels wide by 55 pixels high.
7. Click Next.
8. From the Available Tabs list, select your intranet tab and click Add to move it to the Selected Tabs list. At minimum, you should include the Home tab and your intranet tab.
9. Set the Default Landing Tab to your intranet tab. This means that when users select the intranet app from the Force.com app menu, they will be automatically directed to your custom branded intranet.
10. Click Next.
11. Click the Visible check box to include all profiles, or click the check box next to each profile that you want to have access to the intranet app from the Force.com app menu. Optionally, you can also select Default, which means that users belonging to that profile will launch the intranet app when they first log in.
12. Click Save.

After the intranet app is created, it appears in the Force.com apps list.