Adding XL-Connector component to Salesforce Classic page layouts

Published: November 20, 2025

You will need to make some adjustments after you install our managed package in order to be able to attach your XL-Connector templates to records in Salesforce Classic and dynamically populate the record Id in the template:

  • Go to Setup -> Installed Packages:

  • In the list of managed packages, click Configure next to the XL-Connector Templates managed package:

  • The configuration page will let you generate an XL-Connector VisualForce component for the specific object that can be placed on any object layout later:

  • Click Save in the page above to generate the VisualForce page(s) for the selected objects.

     

  • Once you have generated the VisualForce page(s), they will become available to put on any of the page layouts for the corresponding objects, for example: Placing XL-Connector Lightning component on any Lightning page

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