The document discusses the transition from URL hacks to Salesforce actions for enhancing productivity and streamlining record creation. It outlines the limitations of URL hacks and emphasizes the importance of utilizing actions, which are compatible with Classic, Lightning, and Salesforce1. The presentation also includes recommendations for admins to prepare for the Lightning experience and utilize new tools effectively.

1. Replacing URL hacks with Actions
@SFDCAdvocate
Michael White
Sr. Salesforce Analyst
Preparing for Lightning

2. Michael White
Sr. Salesforce Analyst
Varian Medical Systems
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3. Forward-Looking Statements
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
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or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

4. The current state of URL hacks

5. What is a URL hack?
The phrase URL hack describes a method for crafting a special hyperlink or script and exposing it
via button or formula field.
These specially crafted hyperlinks often used to provide additional functionality and automation to
end-users.
Examples:
• Setting record types for newly created records.
• Pre-populating values on child records created from parent.
• Sending emails with a specific template IDs.

6. Example from the Success Community
Admin needed to streamline creation of renewal opportunities from Account detail page.
Organization uses multiple opportunity record types.
New records must be created with a specific record type and pre-set values for other fields.
Prompting / end-user selection of record type is confusing and error prone.

7. Create custom detail page
button
Look at HTML code of
Opportunity page to identify
key field IDs
Add field IDs and values to
button URL
Expose to users via Page
Layout
How it might be solved today
URL “Hack” implemented as a custom detail page button

8. The drawbacks when using URL hacks.
Not officially supported by Salesforce.
Difficult to modify and/or maintain.
No native admin UI -- limited to editing a formula or URL
string.
Do not work in Salesforce1 or Lightning Experience!

9. Looking down the Trail
Future proofing your Admin enhancements

10. Released Winter ’16
Continually enhanced and
improved since initial
introduction.
Feature parity between LEX
and Classic are getting
closer with each release.
Welcome to Lightning!

11. Start building compatible solutions now!
Lightning Experience IS the Future
As Admins, we need to build Lightning friendly solutions today.
Learn the new tools and technologies available to Admins.
Prepare our business users to make the switch.
This Way
To The
Future

12. What are Actions in Salesforce?
Actions are Admin defined productivity enhancers!
They allow user to streamline the creation of related records,
can be configured to set default values on new records and
are available for use in Classic, Lightning and Salesforce1.
Chatter must be enabled in order to use Actions in Classic.
Two primary types of actions:
Global Actions
Object Specific

13. Global actions are available
for use from any feed
enabled page.
Add common actions to
Global Layout to make them
accessible on all Feed
enabled pages.
In Classic, this includes the
Home tab, Chatter tab,
object detail records.
Global Actions

14. Create records that are
automatically associated
with other records.
Commonly used to create a
contact or opportunity from
an account.
Available in Classic via the
Chatter Publisher.
Object Specific Actions

15. Making Actions Available to Users
Making Global Actions Visible:
Setup > User Interface >
Global Actions
Define New Action
Add to Global Publisher
Layout
Assign Layout to User

16. Setup > Object Manager >
Object
Buttons, Links, & Actions
New Action
Add to Page Layout
Assign Layout to User
Making Actions Available to Users
Making Object Specific Actions Visible:

17. Demo
Actions in Classic, Lightning & SF1

18. Example from the Success Community
Admin need to streamline creation of renewal opportunities.
Business users want the ability to create these from the Account detail page.
Organization uses multiple opportunity record types.
New records must be created with a specific record type and preset other field values.
Prompting / end-user selection of record type is confusing and error prone.

19. Demo – Create the Action
In Classic – enter setup and navigate to
Customize > Accounts > Buttons, Links and
Actions
New Action
Set Action Values – type, target object, record
type and define custom label.
Save.
Add an Action that creates an Opportunity with a specific record type.

20. Demo - Extending the Quick Action
Extend the previous example to set additional
values on the new Opportunity.
Supply default values for fields on the newly
created record.
Enter Setup > Object Manager > Account >
Buttons, Links and Actions
Setting the Record Type was great but what about….

21. In Classic – enter setup and
navigate to Customize >
Accounts > Page Layouts
Edit Page Layout
Scroll to ‘Quick Actions’,
locate the ‘Create Renewal’
action and drag to ‘Quick
Actions in the Salesforce
Classsic Publisher’ section
of the page layout.
Save Changes and Open
Account Detail Page
Demo – Add Action to Page Layout in Classic

22. Demo - Actions in Use
Open Account detail page
Expand the Feed
Create Renewal should be listed in the
publisher.
Classic

23. Open Account detail page
Look for ‘Create Renewal’ in
Action bar.
Demo - Actions in Use
Lightning

24. The Create Renewal pop-up
will appear and display the
fields saved in the Action
Page Layout.
Demo - Actions in Use
Lightning

25. Demo - Actions in Use
Lightning

26. Demo - Accessing Actions in Salesforce1
Action in Salesforce1 are listed along the bottom of the App!
Items added to page layout are automatically available here if:
Added as first item in Classic
Added to Lightning and Salesforce1 Actions

27. Demo - Accessing Actions in Salesforce1
The previously created
action is now accessible on
the Account detail page in
SF1!

28. Demo - Accessing Actions in Salesforce1
Salesforce1 Users Now
Have Access to the Same
Action!
Admins have a single place
to go to manage and
maintain this going forward.

29. Additional Resources
Trailhead Modules and Reference Guides

30. Additional Resources
Trailhead Modules
Salesforce1 Mobile Basics
App Customization
App Customization Lite
Chatter Basics
Implementation Guides:
Quick Actions Implementation Guide
Salesforce Developer Blog:
Take the First Steps: Ways You Can Replace JavaScript Buttons

31. Q&A

32. Thank Y u