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How to Create Your Custom Template

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Jim Hubert edited this page Feb 10, 2021 · 1 revision

Four Steps to add a custom template to Summit Events:

  1. Go to Setup >Visualforce Pages, and open the "GeneralSLDS" Visualforce page. Copy the content from this page.

  2. Create a new Visualforce page and give it the name you want users to see. Copy the content from the GeneralSLDS" visualforce page from step 1 into this new page. This provides the field mappings needed for Summit Events

  3. Add your organization webpage format and styling to the new Visualforce page you created in Step #2.

  4. Go to Object Manager and select Summit Events. Select "Fields" from the left menu and then select the "Templates" field. Add the name of the new Visualforce page as a picklist value to this field. This allows your users to select and use the new template you created.

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Project Documentation (Start here!)

  1. Setting Up Summit Events After Installing Package
  2. Steps To Do Before You Start Using Summit Events
  3. Setup Contact Matching
  4. Setup Lead Matching
  5. Create an Event
  6. Create an Event Instance
  7. View and Edit Event Registration
  8. Create Event Appointment Types and Manage Event Appointments
  9. Create an Event Host
  10. Create an Event Email

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