Create custom buttons and links to integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

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22 views

Hide custom button from some Listviews [duplicate]

I have a custom button which I want to show on only one ListView of Lead. Currently it is shown on all the list views. How can it be possible?
0
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1answer
11 views

Custom Buttons - Pulling through fields to a different record type (But same object)

Within the cases object we have two record types. One for general cases the other for complaints. The button is on the page layout for cases, so normal client support operatives can escalate to ...
1
vote
1answer
34 views

Master field editable on VF page (reparent detail to new master)

I am trying to create a standard clone button type functionality for a custom object which has a master detail relationship with Account and lookup with Contact. On click on the custom button a vf ...
6
votes
2answers
78 views

Javascript Button Issue

Full .js button code: {!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")} {!REQUIRESCRIPT('/resource/' & LEFT(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(TEXT(NOW()),':',''),'-',''),' ',''),10) & ...
1
vote
0answers
32 views

Javascript Error : “cannot read property of Id undefined”

I have a custom button which is using the javascript code given below. I am getting the error that it is not able to get the Id. Please suggest where am in going wrong. "cannot read property of Id ...
2
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1answer
26 views

Migration Tool: Object Buttons, Links, and Actions?

Not seeing anything related to these in the Metadata types documenation. Can anyone give me an example of how these can be referenced?
3
votes
1answer
35 views

How to create a Task with Due Date using URLFOR

I want to code a button on a custom object to generate a task with some precompleted fields. I can do it like this: /00T/e?what_id={!My_Object__c.Id}&tsk5="This is a ...
0
votes
1answer
49 views

Add an already existing record to a related list

Basically, we have records that are Unassigned. We would like to be able to assign them to an Account. These records are displayed in a related list on the Account page. Of course, a new button is ...
2
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0answers
15 views

Custom export option for report

We are trying to allow users to narrow down items on a report based on whatever criteria they want(they are looking for specific phone numbers to call for the day). Once they do this we are looking ...
0
votes
1answer
19 views

How to give return url for a Standard Edit Page

I have used a standard Edit page of Contact to open on Click of a Custom Button. The Custom Button is present on Order detail page. But I want that when the user saves the record after editing, the ...
1
vote
1answer
36 views

Open a standard record page in edit mode Using URL

I have to open an order object which is linked to a case and the case is further linked to contact. I have to get an Edit contact button on Order to edit the order information. I have created a ...
2
votes
1answer
20 views

Custom Tab design in salesforce

Is it possible to have a custom look and feel for the tabs in salesforce? If I have to create a visualforce page, I just want to change the look and feel of the Tabs and pages but the functionality of ...
1
vote
1answer
98 views

jQuery: How to wait for Salesforce to finish rendering?

I have a small script that customises certain list views, hiding buttons. This is done using jQuery $(document).ready() Because this js is manipulating standard pages it is stored in the left ...
1
vote
1answer
20 views

Adding files when creating a case

How would I go about enabling users to add files when creating a case? Ideally I would like the user to be able to select New case and then when they are populating the case have an option for adding ...
2
votes
1answer
24 views

Custom Button JavaScript Error

Here i have an issue with custom button javascript that gives the following Error. in the java script i just printed the custom label. ex.alert('{!$Label.lbltask}'); So what can i do to remove ...
1
vote
1answer
66 views

Custom button OnClick JavaScript with condition (number field)

In Salesforce.com, I've created a custom detail page button that will create a new Case record from a custom object. All is working well, until I tried to add a piece that sets a checkbox field on ...
2
votes
1answer
52 views

Disable custom list button if no object selected

I added a custom account list button via SalesForce setup. So, when I click on Accounts tab, then on All accounts on selectList, I have all my accounts and on the top my custom button. I want to ...
3
votes
1answer
25 views

Javascript button Date to Date Nan error

I am having an issue with a button that converts a Deal Object to an Opportunity Object. The field I am using from Deal is '{!Deal_Registration__c.Close_Date__c}' which in this format returns ...
2
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0answers
38 views

Error Generating Quote PDF

I am trying to generate QuotePDF on click of a JS button. I have not created any VF Page for the PDF and am trying to use the standard functionality. My code to generate PDF is:- PageReference pr = ...
1
vote
1answer
27 views

Custom button displays even when user doesn't have permission for VF page

I have a custom button set to launch a Visualforce page, and added it to my layout. It's configured like this: Behavior: Display in existing window with sidebar Content Source: Visualforce Page ...
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3answers
57 views

How to add a Custom Button in Contact Standard Page

How can i add a Custom Button in Contact Standard Page like the Pic belows shows or where can i get the Default Contact Pagelayout to rebuild it ? Thanks for Help!
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0answers
46 views

URL hacking with record type selection and prepopulating values for Grand Parent

Object : Account Field: X Picklist Object : Contact Field : Account__c Lookup Object: Extension Field: Contact__c RecordType - 3 recordTypes available X Picklist suppose account A1 has ...
1
vote
1answer
29 views

Fitlering Dashboard at run time based on account

How can I run a dashboard, for example, filtered on account number at run time so that I show only the records based on a specific account number at run time? I am able to build a report that can be ...
1
vote
1answer
35 views

create flows button using JavaScript in salesforce

I want to display flows in lead object direct button no need to use visualforce pages,i think it is possible in javascript can you please suggest me... Thanks, Bhaskar
4
votes
2answers
141 views

Add a button on User detail page

How to add my custom button on User detail page? I've created a VF page with User standardController. I've created a button in "Edit User Custom Button or Link". This button appears in layout. But I ...
0
votes
2answers
28 views

Error on when class is called on custom button

I am trying to call my class from a custom button i wrote javascript on the button click but i am getting this error my code on custom button for execution : ...
2
votes
3answers
53 views

Clone Account without cloning opportunities

I am testing out cloning an account, but I would like the system to not clone some to the objects/fields. For example, I would like the clone button to clone the Address, phone and other info but not ...
0
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3answers
38 views

Send Email Button

I am trying to create a custom send email button on a custom object called Disease__c. I have patients linked to the disease, where disease is the Master in the master-detail relationship. ...
0
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0answers
60 views

Can you add a link in a Visualforce email template that runs a custom button?

I have created an Execute Javascript custom button located in the Approval Requests object. This button claims ownership of an Approval Request (for Queues) and then takes the user to the ...
1
vote
1answer
37 views

Custom buttons to ask for data

So I want to design a button that when pushed would bring up a small pop up window that would ask for input from the user. I would prefer to make this input a selection from a drop down menu. Then I ...
4
votes
1answer
94 views

Custom Button not firing apex class

I need some help. I have created the following button , however when i click on the button i get the following . This is the class, which i want the button to call. Anyone have any ideas why this ...
0
votes
1answer
104 views

Custom Button to mass update Opportunity Close Dates

I'm trying out a new Custom Button with javascript for the Opportunity List View page that would extend the close date of any selected records +15 Days. I found code here that I was working to modify ...
0
votes
1answer
70 views

Custom Button- Create PDF

How can I create a custom button create pdf to add a Email template? I try to use this example: /_ui/core/email/author/EmailAuthor?p2={!Stock__c.Id}&rtype=00Q&retURL=%2F{!Stock__c.Id} But ...
1
vote
1answer
244 views

Calling Apex class from Javascript button: how to pass an sObject as a parameter?

I've got an apex class with a webservice method that I'm trying to fire from a custom button on the page layout of the object the method will be doing stuff to. My javascript for the custom button ...
0
votes
1answer
147 views

Visualforce Error dealing with visual flow and custom button

I created a visual flow that creates an opportunity, contact, and account department from one form. I made a custom button called "Create Service Contract" and put it on the account page layout that ...
2
votes
1answer
73 views

Execute a Managed Package's custom button Javascript logic

We have a managed package that contains a custom button. This button currently sits on the Campaign's standard page layout. We would like to check that all the Campaign members meet certain criteria ...
1
vote
1answer
90 views

Reference Opportunity Visualforce Page from Quote Page Layout Button

Our company has a custom product selection tool on a visualforce page with its own apex class for the opportunity line item section. Is there a way I can create a custom button on the quote page that ...
0
votes
1answer
41 views

Capture who clicks the custom button in Visualforce page

I created a custom button in Account. When user clicks on this custom button and it will access to a VF page. In the VF page, I would like to display and capture who clicks the custom button. So my ...
1
vote
1answer
40 views

Issue with Javascript button updates

I have a few custom buttons that we place on our page layouts that are Javascript buttons. These update a few fields on the record. I successfully created some but I am having an issue with the last ...
4
votes
2answers
50 views

Send Email URL button (List Button)

I created a URL button to send an email which works fine in partner portal but not in standard salesforce.I need to remove first extra slash(/) for standard salesforce.How to do this Update When I ...
1
vote
1answer
47 views

Javascript Button to prompt an alert

I am trying to write a javascript button that only redirects the user if the field Data_Confirmed__c = TRUE, it it is FALSE then they should receive an alert to confirm their data first. I am not ...
4
votes
1answer
178 views

force setting a picklist value to none on Visualforce Page

Any help with this issue is appreciated I have two fields on ticket (Ticket status - is a picklist field) and (closing codes - is a picklist field). If ticket status is set to closed closing codes ...
4
votes
1answer
62 views

How to change label on custom button based on value in the record being displayed?

I want to add a custom button to the Quote object where the label of the button changes based on the value of a custom field on the record. I want the label change to occur when the page is rendered ...
2
votes
2answers
125 views

Related Object Fields in custom button (URL Hack)

Having a real brain freeze here. I am using some URL hacking to auto fill some fields on a custom object. USE CASE I have a custom object 'Operations Action' that is related to a case. My Case ...
3
votes
1answer
55 views

Create custom button which does not redirect to a page

I want to create a custom button on a custom object which when pressed executes a script on an external site without redirecting to that page. Currently when the button is pressed the only behavior ...
0
votes
0answers
154 views

Creating a custom list-view button that handles multi-record selection and looks to a dependent picklist

I have a dependent picklist on a visualforce page that allows the user to select which action they want to execute on the records they have selected. After the click the button to update the records I ...
4
votes
1answer
91 views

Make a button on a layout be visible only to a specific group of users

If I want a specific field to be visible only to a specific user or group of users on a layout, I set up field-level security for this field. I want to be able to do the same for my custom button ...
4
votes
0answers
73 views

JS Synchronous Calls - Email with Attachment

I'm trying to set up a JS button on a SFDC object record that sends an email to a recipient with a specific attachment from the Notes and Attachment related object. Would I theoretically be able to ...
1
vote
1answer
86 views

HTMLElement.click() not working in IE10 for custom button

I created a custom button on the Quote object that executes JavaScript, and everything works fine except for a critical call to HTMLElement.click(). The kickers to this problem are: The button works ...
1
vote
1answer
115 views

Whats wrong with this custom button URL (prepopulating custom lookup field)

I have a custom button URL with only two parameters being passed, the record type ID and an ID being passed to a custom Opportunity lookup field /500/e? CF00NC0000005Au31_lkid={!Opportunity.Id} ...