Web to Any: My Missing Manual


I want to simplify simulating W2L on custom objects and choose Web to Any. There are many manual configurations after installation. After reading Web to Any Administrator Guide and testing, here are my shared notes.

Activate Sites

Because I already create a site, I only need to activate. On a complete new org, I need to create a new one first.

[Setup]→[App Setup]→[Develop]→[Sites]→[Edit] to activate selected site.

Modify Page Security

[Setup]→[App Setup]→[Develop]→[Sites] to show all available sites. Click on site name to see Site Detail. In Site Visualforce Pages region, click [Edit] to move WTA.WebToAnySetup from Available Visualforce Pages to Enabled Visualforce Pages.

Or

[Setup]→[App Setup]→[Develop]→[Sites] to show all available sites. Click on site name to see Site Detail. Click on [Public Access Settings] button to show site Profile Overview. Click [Visualforce Page Access] in Apps region to see Visualforce pages list. Click [Edit] to move WTA.WebToAnySetup from Available Visualforce Pages to Enabled Visualforce Pages.

Modify Apex Class Security

[Setup]→[App Setup]→[Develop]→[Sites] to show all available sites. Click on site name to see Site Detail. Click on [Public Access Settings] button to show site Profile Overview. Click [Apex Class Access] in Apps region to see Apex Class list. Click [Edit] to move WTA.WebToAnyService from Available Apex Classes to Enabled Apex Classes.

Configure Web to Any URL

[Setup]→[App Setup]→[Develop]→[Custom Settings] to show all custom settings. Click on [Manage] next to site name to see all related settings. Click [New] which is located just above Default Organization Level Value to create a Location / Site URL organization level setting. If you click on the lower [New] button, you need to assign a Profile or User in Location and is not organization level.

Generate Web Form HTML At A Glance

  1. Select Site
  2. Create a new configuration with tater object and default record creator/owner
  3. Create form for selected configuration

Reference

  1. Salesforce: Web to Any
  2. Salesforce: Web to Any Administrator Guide
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