Things you didn’t knowyou could do!

Things you didn’t knowyou could do!

Presented by:Austin Watson

ConfigeroAustin Watson

Configero

URL Hacking 101

Agenda

Overview

Disclaimers

Understanding URLs

A Few Examples

How To Demo

Step-by-Step Documentation

Agenda

Overview

Disclaimers

Understanding URLs

A Few Examples

How To Demo

Step-by-Step Documentation Atlanta User Group

URL Hacking 101

Overview

URL Hacking is an easy way tostreamline your processes andmake your users life easier.

Quickly Generate Reports Auto-populate Forms

Overview

URL Hacking is an easy way tostreamline your processes andmake your users life easier.

Quickly Generate Reports Auto-populate Forms

Atlanta User Group

Disclaimers

URLs can BREAK at anytime– Server migration

– Salesforce.com release

This is not supported by Salesforce– Don’t call support

– Don’t log a case

Remember you are a “Hacker”

URLs can BREAK at anytime– Server migration

– Salesforce.com release

This is not supported by Salesforce– Don’t call support

– Don’t log a case

Remember you are a “Hacker”

Atlanta User Group

Understanding URLs

How many people use Web-to-Lead or Web-to-Case?

How many people have created an Email Template?

Let’s look at Salesforce.com URL’s

Account:– https://na10.salesforce.com/001F000000g0uKN

New Opportunity Button from Account– https://na10.salesforce.com/006/e?retURL=%2F001F000000g0

uKN&accid=001F000000g0uKN

How many people use Web-to-Lead or Web-to-Case?

How many people have created an Email Template?

Let’s look at Salesforce.com URL’s

Account:– https://na10.salesforce.com/001F000000g0uKN

New Opportunity Button from Account– https://na10.salesforce.com/006/e?retURL=%2F001F000000g0

uKN&accid=001F000000g0uKN

Atlanta User Group

Salesforce Examples

Passing parameters witha URL is nothing new

SFDC uses this in somestandard functionality

Let’s take a look

Passing parameters witha URL is nothing new

SFDC uses this in somestandard functionality

Let’s take a look

Setup | <Object> | Buttons & Links

Atlanta User Group

Let’s Talk Reports

Original Report– All Opportunities

– The data is there, but we can get it faster and more specific

Custom Link to Report– Create a link right on the account

– It’s specific and fast

– Let’s do it

Original Report– All Opportunities

– The data is there, but we can get it faster and more specific

Custom Link to Report– Create a link right on the account

– It’s specific and fast

– Let’s do it

Atlanta User Group

Dynamic Report Link

Challenge: From a single record, with the click of a button, Generate a list of Opportunities for that record

Solution Overview: Create the report Create the link Add the Link to the Page Layout

Challenge: From a single record, with the click of a button, Generate a list of Opportunities for that record

Solution Overview: Create the report Create the link Add the Link to the Page Layout

Atlanta User Group

Dynamic Report Link

Using the Report Builder, create and SAVE the Report

Add Filter LogicField EQUALS <leave blank>

NOTE:The code used, when creating the link, will populate the AccountID when the report is executed.

Atlanta User Group

Dynamic Report LinkSetup | (Object) | Buttons and Links | New

1. Enter Report URL (run report, copy & paste URL)2. Enter ‘pv0=’3. Use drop downs to select the appropriate field (first line of criteria)

Atlanta User Group

Dynamic Report Link

Understand:

PV means Parameter Value

Each line of report criteria is adifferent ‘pv’ code

Line one = pv0Line two = pv1Line three = pv2and so on…

If there is more than one line of criteria, each line of pv code will need tobe added to your link/button code

Understand:

PV means Parameter Value

Each line of report criteria is adifferent ‘pv’ code

Line one = pv0Line two = pv1Line three = pv2and so on…

If there is more than one line of criteria, each line of pv code will need tobe added to your link/button code

Atlanta User Group

Let’s Talk Activities

Our business – We sell coffee and accessories.

We need to deliver coffee filters to our customers.– We do this everyday, multiple times

– We have validation rules on our activities

– Logging this activity takes too long which leads to…?

“I can log this activity in how many clicks?”

Our business – We sell coffee and accessories.

We need to deliver coffee filters to our customers.– We do this everyday, multiple times

– We have validation rules on our activities

– Logging this activity takes too long which leads to…?

“I can log this activity in how many clicks?”

Atlanta User Group

Building the URL

Open a new task (task edit page) in a new tab orwindow

Copy URL

Paste URL into the body of the button

Format the URL

Atlanta User Group

Open a new task (task edit page) in a new tab orwindow

Copy URL

Paste URL into the body of the button

Format the URL

Creating Your Own

Setup | Customize | Activities | Task Buttons and Links

Click on “New”

Fill out the required information For tasks or events make sure to use “List Button” and

“Display in existing window without sidebar or header”

Atlanta User Group

Setup | Customize | Activities | Task Buttons and Links

Click on “New”

Fill out the required information For tasks or events make sure to use “List Button” and

“Display in existing window without sidebar or header”

The Steps:New Task Link:

https://na12.salesforce.com/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS

Step 1 – Remove everything before the /Object

/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS

Step 2 – Remove the ID’s

/00T/e?what_id=&retURL=%2F

Step 3 – Make it easy to read

/00T/e?what_id=&retURL=%2F

Atlanta User Group

New Task Link:

https://na12.salesforce.com/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS

Step 1 – Remove everything before the /Object

/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS

Step 2 – Remove the ID’s

/00T/e?what_id=&retURL=%2F

Step 3 – Make it easy to read

/00T/e?what_id=&retURL=%2F

Step 4 – Add merge fields/00T/e?

what_id={!Account.Id}&retURL=%2F{!Account.Id}

Step 5 – Find the other field names

Time to use Inspect Element.We are looking for the “input id”

Step 6 – Add the “input id”, value, “&”

/00T/e?what_id={!Account.Id}&tsk5=Filter+Delivery&tsk4={!Today}&tsk12=“Completed”&retURL=%2F{!Account.Id}

Atlanta User Group

Step 4 – Add merge fields/00T/e?

what_id={!Account.Id}&retURL=%2F{!Account.Id}

Step 5 – Find the other field names

Time to use Inspect Element.We are looking for the “input id”

Step 6 – Add the “input id”, value, “&”

/00T/e?what_id={!Account.Id}&tsk5=Filter+Delivery&tsk4={!Today}&tsk12=“Completed”&retURL=%2F{!Account.Id}

Creating Your Own

Setup | Customize | Activities | Task Buttons and Links

Step 7 – Save the Link and add it to the page layout

Atlanta User Group

Things to Remember

Your button can break at anytime

Never use your instance (i.e.,NA8) in the URL. Alwaysstart with the “/”

Make your format easy to read (just like formulas)

Look at URLs all the time

Use Chrome (Inspect Element) or Firefox (Firebug)

You can add as many fields as you like but get the“input ID” and use the “&”

Your button can break at anytime

Never use your instance (i.e.,NA8) in the URL. Alwaysstart with the “/”

Make your format easy to read (just like formulas)

Look at URLs all the time

Use Chrome (Inspect Element) or Firefox (Firebug)

You can add as many fields as you like but get the“input ID” and use the “&”

Atlanta User Group

Questions?