custom links buttons in salesforce com

Download Custom Links Buttons In Salesforce Com

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Driving adoption in Salesforce.com can be a full time job. The easiest way is to automate work for your users. Custom buttons and links take away some of the "busy work".

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Custom Links & Buttons in Salesforce Sometimes users just need a button!Raleigh Salesforce User GroupAmber NeillSalesforce.com AdministratoriContact.comamber.neill@icontact.comamber9904@gmail.comhttp://www.twitter.com/amber9904

First things first...To create or change custom buttons or links, you'll need Customize Application permissions for your profile.

Adding a Report to an AccountBusiness Problem:We have resellers who sell our widgets. We need to know how those resellers are doing.Who has account X referred?What is the total revenue account X has generated for us?

Adding a Report to an AccountWhat we need:Two fields on the Account object:ClientID - unique identifier for an account (5 digit #)ReferrerID - the ClientID of the account that referred this account (5 digit #)

Adding a Report to an AccountWhat we need (cont'd):Account view showing sample dataAccounts to be our referrersUnited Oil & Gas, Singapore University of Arizona

Adding a Report to an AccountWhat we need (cont'd):A report that pulls all Accounts with a given ReferrerIDRight now this report just pulls accounts referred by the account with the ClientID of 43210. I'm going to modify the report to make it work across accounts

Adding a Report to an AccountSteps to Create the LinkModify the report to take OUT the specific ReferrerIDSave this report with the "Save and Return to Report" button. We need the URL of the report.

Adding a Report to an Account2. Take the URL of the reporthttps://na6.salesforce.com/00O80000003uWeYand save it off someplace safe. You'll need it shortly.The part of the URL after "https://na6.salesforce.com/" is the unique ID for your report. We'll use that to create our link.

Adding a Report to an Account3. Go to Setup | Customize | Accounts | Buttons and Links4. Click New5. Give your link or button a Label, Name and Description6. For this link we're going to choose Detail Page Link, we want it to Display in new window, and the Content Source will be URL.Now the fun begins...

Adding a Report to an Account7. Remember that URL you saved off? Paste it in the Formula area

8. Take off the "https:na6.salesforce.com and add the following to the end of the URL: ?pv0={!Account.ClientID__c}

This tells the link to add the merge field of ClientID as the first criteria for the report. (pv0 is the first criteria, pv1 is the second criteria, etc.) Use the "&" symbol between criteria if you're using more than one.

Adding a Report to an AccountAnd here's your URL for your custom link:

/00O80000003uWeY?pv0={!Account.ClientID__c}9. Click SaveHere's what the page looks like with all our settings...

Adding a Report to an Account

Adding a Report to an Account10. Insert your new link into your page layout(s)11. Test your reportUnited Oil & Gas, Singapore University of Arizona

Creating a New Case from an Old OneBusiness Problem:If a customer is unhappy with service, let's send them some flowers!

Create a button that creates a new case with several fields populated

Creating a New Case from an Old OneI'm going to do this a bit backwards...

Here's the URL:

/500/e?RecordType=01280000000HZp8&cas3_lkid={!Case.ContactId}&00G80000001xVfS={!Case.OwnerId}&cas11="Empowerment_Kit_Button"&00N80000004SxUh={!Case.OwnerFullName}

Let's break it down into the pieces

Creating a New Case from an Old OneFirst, let's pull the URL apart./500/e?RecordType=01280000000HZp8&cas3_lkid={!Case.ContactId}&00G80000001xVfS={!Case.OwnerId}&cas11="Empowerment_Kit_Button"&00N80000004SxUh={!Case.OwnerFullName}

Creating a New Case from an Old OneNow, here are the parts explained

/500/eThis creates a new case (500) in edit mode (e).

Creating a New Case from an Old OneNext, let's tell our new Case what Record Type is should be.?RecordType=01280000000HZp8

"RecordType" is obvious. We're telling the new object to have a record type with the ID of "01280000000HZp8"I got that ID from going to the record type in Setup | Customize | Cases | Record Types and right clicked to get the link. See the "id=" in the URL? The 15 digits after that is the Record Type ID. Remember this technique for later!

NOTE: The ? tells the URL that this is the first parameter. We'll use & to separate subsequent parameters

Creating a New Case from an Old OneNext, we'll tell the new Case who the related Contact is. &cas3_lkid={!Case.ContactId}We know the existing Case's ContactID, we're going to assign it to cas3_lkid (this is the id for the new Cases's ContactID).

Resource: Standard Fields for Custom Links & Buttons

Creating a New Case from an Old OneOk, let's designate who owns this case.&00G80000001xVfS={!Case.OwnerId}We want the "Empowerment Kit" queue to own this case when it is first created.The code there is the ID for the "Empowerment Kit" queue. I got it the same way I get other IDs (via the URL)

Creating a New Case from an Old OneI want these new cases to have a specific Case Origin.&cas11="Empowerment_Kit_Button"The code for Case Origin is "cas11". Got this from the list of standard field IDs.

Creating a New Case from an Old OneFinally, let's specify the requester of the new case as the original case's owner.&00N80000004SxUh={!Case.OwnerFullName}

The code there is the ID of the Case Requester custom field.

Here's a test case.

Quick Close for OpportunitiesBusiness Problem:Outbound call center often gets bad phone numbers. Let's facilitate them quickly closing those Opportunities so they can get to the next call.

Create a button that closes the Opportunity with some of the fields filled in.

Quick Close for OpportunitiesHere's the URL and it broken down:

/{!Opportunity.Id}/e?retURL={!Opportunity.Id}&opp11="Closed Lost"&00N80000004T0Gh="Wrong/Bad Number"&save=x

/{!Opportunity.Id}/e?retURL={!Opportunity.Id}&opp11="Closed Lost"&00N80000004T0Gh="Wrong/Bad Number" &save=x

Quick Close for OpportunitiesLet's start by telling the button what record to act on.

/{!Opportunity.Id}This says to the URL, open this Opportunity.

Quick Close for OpportunitiesNow, what do we want to do with this opportunity?

/e?All this tells the URL is "We want to edit this opportunity".

Quick Close for OpportunitiesNext, we need to specify where to take us when we're done.

retURL={!Opportunity.Id}We're saying that when all's said and done, take me back to the detail page for this opportunity.

Quick Close for OpportunitiesHere's the meat of this custom button.

&opp11="Closed Lost"00N80000004T0Gh="Wrong/Bad Number"This is the same as the last button, one standard field being mapped (Opportunity Stage = opp11) & one custom field being mapped (Opportunity Lost Reason = "Wrong/Bad Number"

Quick Close for OpportunitiesWe don't want to be on the edit page once we're done, so let's save the record.

&save=xThis parameter tells the URL to make the edits and save them. Now, we're taken back to the ReturnURL (retURL) we specified earlier.

Here's a test Opportunity.

Other Ideas for Buttons & LinksCreate Contract from Opportunity (button on Opportunity)View this Account in External System(link on Account)Log a Call/Chat (button on Activity)Retention Opportunity (button on Account)Send to Tier 3 Support (button on Cases)

Other Things to NoteThe maximum length we allow for a Custom Links URL is up to 3000 bytes. When data is substituted for the tokens in the URL, the Custom Link may exceed 3000 bytes. Your browser may enforce additional limits for the maximum URL length.When creating custom links to pass data from one SFDC filed to another, the data must match the data type of the fields in which you are placing it. For example, if you have numeric data, you must pass it to a numeric field.

Custom Buttons & Links = You're a hero!A custom button or link can be a quick and easy way to become a hero to your users!

Amber NeillSalesforce.com AdministratoriContact.comamber.neill@icontact.comamber9904@gmail.comhttp://www.twitter.com/amber9904

If you don't have these permissions, you can use any button built by the person who does have the permissions....assuming you have permissions to the button!1.) Create report2.) Add criteria that filer on the ClientID, but leave the field blank3.) Create a custom link on the Account object that is the URL of the report with the merge field for the ClientIDNOTES:a.) Put the report in the appropriate folder so it is accessible to the right users.b.) 1.) Create report2.) Add criteria that filer on the ClientID, but leave the field blank3.) Create a custom link on the Account object that is the URL of the report with the merge field for the ClientIDNOTES:a.) Put the report in the appropriate folder so it is accessible to the right users.b.) 1.) Create report2.) Add criteria that filer on the ClientID, but leave the field blank3.) Create a custom link on the Account object that is the URL of the report with the merge field for the ClientIDNOTES:a.) Put the report in the appropriate folder so it is accessible to the right users.b.) 1.) Create report2.) Add criteria that filer on the ClientID, but leave the field blank3.) Create a custom link on the Account object that is the URL of the report with the merge field for the ClientIDNOTES:a.) Put the report in the appropriate folder so it is accessible to the right users.b.) 1.) Create report2.) Add criteria that filer on the ClientID, but leave the field blank3.) Create a custom link on the Account object that is the URL of the report with the merge field for the ClientIDNOTES:a.) Put the report in t

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