Things you didn’t know

you could do!

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

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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”

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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

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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

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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?

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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?”

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How It’s Done!

Login.salesforce.com

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Creating Your Own

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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”

Creating Your Own

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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

Example:

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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

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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}

Remember:

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You can add as many fields are you like, but remember to get the:

• “input id”

• Add the “&”

Creating Your Own

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Setup | Customize | Activities | Task Buttons and Links

• Step 8 – Save the button and add it to the page layout

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)

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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

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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.

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Dynamic Report Link

Setup | (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)

1

2

32

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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

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Questions?Please Contact Us

Email: [email protected]

Content Presented by Jared Miller, Salesforce MVP