Salesforce and Application Integration > Customizing Salesforce > Running a Guide When the User Clicks New
  

Running a Guide When the User Clicks New

Salesforce users can create new objects using the Create New picklist, a button, or a link.
Salesforce New picklist
After users select one of these, Salesforce displays a page into which the user can enter information. If you would prefer that they run a guide, you can override these actions for standard objects. Here's how:
  1. 1Go to that object's Buttons and Links setup page; for example, App Setup Customize > Opportunities > Buttons and Links.
  2. 2Within the displayed table, find the New row, and then click Edit.
  3. 3Select the Visualforce page on which you are going to override the New action.
  4. 4Create the Visualforce page that runs the guide. For example, if you wish to run the Create Opportunity guide, you might create a page that runs it such as:
  5. <apex:page sidebar="false" showHeader="false">
    <icrt:AeSalesGuides objectType="_any" objectId="{!$User.Id}"
    guideName="Create Opportunity"/>
    </apex:page>