URL Hacking 101: An Easy Way to Streamline Processes in Salesforce

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Learn from Configero how you can "hack" URLS within Salesforce to streamline processes and make user's lives much easier. Using this functionality in Salesforce allows you to quickly and easily generate reports and auto-populate forms.

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URL Hacking 101: An Easy Way to Streamline Processes in Salesforce

  1. 1. Things you didn’t know you could do!
  2. 2. Buttons & Links: URL Hacking! Hey, if Salesforce can do it - so can we!  Disclaimers ~ Disclaimers ~ Disclaimers!  Examples  Understanding URLs  How To Demo  Step-by-Step Documentation Atlanta User Group
  3. 3. Disclaimers  URLs can BREAK at anytime – Server migration – Salesforce.com release  This is not supported by Salesforce – AT ALL – Don’t call support – Don’t log a case  You are a “Hacker” Atlanta User Group
  4. 4. Salesforce Examples  Passing parameters with a URL is nothing new  SFDC uses this in some standard functionality  Let’s take a look Setup | <Object> | Buttons & Links Atlanta User Group
  5. 5. 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 Atlanta User Group
  6. 6. Winning with Reports  First Report – Sales YTD by Account – The data is there, but we can get faster and specific  Second Report – Button right on the account – Specific and fast – How did we do that? Atlanta User Group
  7. 7. Winning with 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?” Atlanta User Group
  8. 8. How It’s Done!  Login.salesforce.com Atlanta User Group
  9. 9. Creating Your Own Setup | Customize | <Object> | Buttons & Links • 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
  10. 10. Creating Your Own Setup | Customize | Activities | Task Buttons and Links • Building the URL • Open a new task (task edit page) in a new tab or window • Copy URL • Paste URL into the body of the button • Format the URL Atlanta User Group
  11. 11. Example: https://na10.salesforce.com/00T/e?what_id=001F000000g0uKN&retURL=%2F0 01F000000g0uKN Step 1 – Remove everything before the /Object /00T/e?what_id=001F000000g0uKN&retURL=%2F001F000000g0uKN 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
  12. 12. 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}& tsl12=“Completed”& retURL=%2F{!Account.Id} Atlanta User Group
  13. 13. Remember: You can add as many fields are you like, but remember to get the: • “input id” • Add the “&” Atlanta User Group
  14. 14. Creating Your Own Setup | Customize | Activities | Task Buttons and Links • Step 8 – Save the button and add it to the page layout Atlanta User Group
  15. 15. Things to Remember  This is NOT supported by Salesforce.  Your button can break at anytime  You are a “Hacker”  Never use your instance (i.e.,NA8) in the URL. Always start with the “/”  Make your format easy to read (just like formulas)  Look at URLs all the time  Use Chrome (Inspect Element) or Firefox (using Firebug) Atlanta User Group
  16. 16. Dynamic Report Link Challenge: 1. With the click of a button, 2. From a single record, 3. Generate a list of related Pricing Requests Solution Overview: 1. Create the report 2. Create the link Atlanta User Group
  17. 17. Dynamic Report Link Using the Report Builder, create and SAVE the Report 1. Add Filter Logic Field EQUALS <leave blank> NOTE: The code used, when creating the link, will populate the SFDC Organization ID when the report is run. Atlanta User Group
  18. 18. Dynamic Report Link Setup | (Object) | Buttons and Links | New 2 3 1 2 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
  19. 19. Dynamic Report Link Understand: PV means Parameter Value Each line of report criteria is a different ‘pv’ code Line one = pv0 Line two = pv1 Line three = pv2 and so on… If there is more than one line of criteria, each line of pv code will need to be added to your link/button code Atlanta User Group
  20. 20. Questions? Please Contact Us Email: info@configero.com Content Presented by Jared Miller, Salesforce MVP

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