Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo

Atlanta user group presentation configero 8 nov11

•
•
V
vraopolisetti

The document discusses how to hack URLs in Salesforce to streamline processes and automate tasks. It provides examples of using URLs to generate dynamic reports by passing parameters and to automatically populate fields in a new task. The key steps outlined are to inspect the URL of an existing page or record to understand the parameters, remove unnecessary elements, add merge fields from the target object, and test the URL before creating a custom button or link to execute the URL hack. Overall the document shows how URL parameters can be leveraged to build powerful shortcuts and automate routine tasks.

1 of 20
Download to read offline
Things you didn’t know you could do!
Presented by: Austin Watson Configero
URL Hacking 101 Agenda  Overview  Disclaimers  Understanding URLs  A Few Examples  How To Demo  Step-by-Step Documentation Atlanta User Group
URL Hacking 101 Overview URL Hacking is an easy way to streamline your processes and make 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 Link Challenge:  From a single record, with the click of a button,  Generate a list of Opportunities for that record Solution Overview:  Create the report  Create the link  Add the Link to the Page Layout Atlanta User Group
Dynamic Report Link Using the Report Builder, create and SAVE the Report Add 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 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) Atlanta User Group
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
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 004QYaS Step 1 – Remove everything before the /Object /00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS 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 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 Own Setup | Customize | Activities | Task Buttons and Links Step 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
Questions?

More Related Content

Atlanta user group presentation configero 8 nov11

  • 1. Things you didn’t know you could do!
  • 2. Presented by: Austin Watson Configero
  • 3. URL Hacking 101 Agenda  Overview  Disclaimers  Understanding URLs  A Few Examples  How To Demo  Step-by-Step Documentation Atlanta User Group
  • 4. URL Hacking 101 Overview URL Hacking is an easy way to streamline your processes and make your users life easier.  Quickly Generate Reports  Auto-populate Forms Atlanta User Group
  • 5. 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
  • 6. 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
  • 7. 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
  • 8. 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
  • 9. Dynamic Report Link Challenge:  From a single record, with the click of a button,  Generate a list of Opportunities for that record Solution Overview:  Create the report  Create the link  Add the Link to the Page Layout Atlanta User Group
  • 10. Dynamic Report Link Using the Report Builder, create and SAVE the Report Add 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
  • 11. 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) Atlanta User Group
  • 12. 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
  • 13. 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
  • 14. 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
  • 15. 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
  • 16. The Steps: New Task Link: https://na12.salesforce.com/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000 004QYaS Step 1 – Remove everything before the /Object /00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS 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 Atlanta User Group
  • 17. 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
  • 18. Creating Your Own Setup | Customize | Activities | Task Buttons and Links Step 7 – Save the Link and add it to the page layout Atlanta User Group
  • 19. 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