atlanta user group presentation configero 8 nov11
DESCRIPTION
TRANSCRIPT
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Things you didn’t knowyou could do!
Things you didn’t knowyou could do!
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Presented by:Austin Watson
ConfigeroAustin Watson
Configero
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URL Hacking 101
Agenda
Overview
Disclaimers
Understanding URLs
A Few Examples
How To Demo
Step-by-Step Documentation
Agenda
Overview
Disclaimers
Understanding URLs
A Few Examples
How To Demo
Step-by-Step Documentation Atlanta User Group
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URL Hacking 101
Overview
URL Hacking is an easy way tostreamline your processes andmake your users life easier.
Quickly Generate Reports Auto-populate Forms
Overview
URL Hacking is an easy way tostreamline your processes andmake your users life easier.
Quickly Generate Reports Auto-populate Forms
Atlanta User Group
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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”
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
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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
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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Salesforce Examples
Passing parameters witha URL is nothing new
SFDC uses this in somestandard functionality
Let’s take a look
Passing parameters witha URL is nothing new
SFDC uses this in somestandard functionality
Let’s take a look
Setup | <Object> | Buttons & Links
Atlanta User Group
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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
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
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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
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
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Dynamic Report Link
Using the Report Builder, create and SAVE the Report
Add Filter LogicField EQUALS <leave blank>
NOTE:The code used, when creating the link, will populate the AccountID when the report is executed.
Atlanta User Group
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Dynamic Report LinkSetup | (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
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Dynamic Report Link
Understand:
PV means Parameter Value
Each line of report criteria is adifferent ‘pv’ code
Line one = pv0Line two = pv1Line three = pv2and so on…
If there is more than one line of criteria, each line of pv code will need tobe added to your link/button code
Understand:
PV means Parameter Value
Each line of report criteria is adifferent ‘pv’ code
Line one = pv0Line two = pv1Line three = pv2and so on…
If there is more than one line of criteria, each line of pv code will need tobe added to your link/button code
Atlanta User Group
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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?”
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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Building the URL
Open a new task (task edit page) in a new tab orwindow
Copy URL
Paste URL into the body of the button
Format the URL
Atlanta User Group
Open a new task (task edit page) in a new tab orwindow
Copy URL
Paste URL into the body of the button
Format the URL
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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
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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The Steps:New Task Link:
https://na12.salesforce.com/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS
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
New Task Link:
https://na12.salesforce.com/00T/e?what_id=001U0000004QYaS&retURL=%2F001U0000004QYaS
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
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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}&tsk12=“Completed”&retURL=%2F{!Account.Id}
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}
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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
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Things to Remember
Your button can break at anytime
Never use your instance (i.e.,NA8) in the URL. Alwaysstart 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 “&”
Your button can break at anytime
Never use your instance (i.e.,NA8) in the URL. Alwaysstart 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
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Questions?