Atlanta user group presentation configero 8 nov11

Things you didn’t know you could do!

Presented by: Austin Watson Configero

URL Hacking 101Agenda Overview Disclaimers Understanding URLs A Few Examples How To Demo Step-by-Step Documentation Atlanta User Group

URL Hacking 101OverviewURL 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” 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 Atlanta User Group

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

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 Atlanta User Group

Dynamic Report LinkChallenge: From a single record, with the click of a button, Generate a list of Opportunities for that recordSolution Overview: Create the report Create the link Add the Link to the Page Layout Atlanta User Group

Dynamic Report LinkUsing the Report Builder, create and SAVE the ReportAdd Filter Logic Field EQUALS <leave blank>NOTE: The code used, when creating the link, will populate the Account ID when the report is executed. Atlanta User Group

Dynamic Report LinkSetup | (Object) | Buttons and Links | New1. 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 LinkUnderstand:PV means Parameter ValueEach line of report criteria is adifferent ‘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 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?” Atlanta User Group

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

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

The Steps:New Task Link:https://na12.salesforce.com/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000 004QYaSStep 1 – Remove everything before the /Object /00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaSStep 2 – Remove the ID’s /00T/e?what_id=&retURL=%2FStep 3 – Make it easy to read /00T/e? what_id=& retURL=%2F 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} Atlanta User Group

Creating Your OwnSetup | Customize | Activities | Task Buttons and LinksStep 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. 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 (Firebug)  You can add as many fields as you like but get the “input ID” and use the “&” Atlanta User Group

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Atlanta user group presentation configero 8 nov11

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Atlanta user group presentation configero 8 nov11 Presentation Transcript