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Salesforce CRM Admin Cookbook by Paul Goodey

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Generating help pages for custom objects using Visualforce and a PDF document

In this recipe, we will step through the process of adding a custom PDF document for the purpose of showing help information. This help information will then be accessible from appropriate custom object records to provide for context-specific help information.

Getting ready

Create or retrieve a PDF document that contains the required help information. Here we have an example file that is called HelpText.pdf.

Upload the PDF document into Salesforce as a static resource by carrying out the following steps:

  1. Create or source a suitable PDF to be used to show help information.
  2. Navigate to the Static Resources setup page, by clicking along the following path: Your Name | ...

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