URL Hacking 101: An Easy Way to Streamline Processes in Salesforce
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Transcript of 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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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”
Atlanta User Group
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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
Atlanta User Group
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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?
Atlanta User Group
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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?”
Atlanta User Group
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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”
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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
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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}
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Remember:
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You can add as many fields are you like, but remember to get the:
• “input id”
• Add the “&”
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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
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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
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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.
Atlanta User Group
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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
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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
Atlanta User Group
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Questions?Please Contact Us
Email: [email protected]
Content Presented by Jared Miller, Salesforce MVP