URL Hacking 101: An Easy Way to Streamline Processes in Salesforce
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Things you didn’t know you could do!
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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.
Transcript of URL Hacking 101: An Easy Way to Streamline Processes in Salesforce
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)
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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
