I had an article about infrared in the old forum which tackled many questions unfortunately it was not exported to the new forum.
To answer some questions that I see here;
1. Live View - for the 5d mk2 at iso 6400 in broad daylight one can see the the image but the custom white balance will not work and red cast will be seen.
2. Custom white balance - very critical, it has been proven that you have to get the right CWB first to get a good "range" of RGB for false color. If you shoot AWB, the red channel clips easily and the blue and green channel wont have that information. Getting the white balance before the shot is important and not after the shot where you let processing software do the white balance.
3. Green foliage is best to be used for CWB. Not all camera can have false color immediately off the cam-in the lcd especially nikon models such as d90, d300, d40. But I was able to get a custom nef file to be used as CWB and for the d90 and d300, one can achieve false color off cam.
Some of my photos using a hoya r72 filter
And this one taken by a converted camera using a 590nm pitch...
and this one is the d90 shot using a custom nef file for cwb. Normally even if you shoot a green foliage and set to preset the photo will turn yellowish or reddish. This custom nef file make sit possible to attain false color in cam-off the lcd, the rgb levels are also healthier thus more false color can be attained.
hth.