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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2
votes
0answers
17 views

How to lock the Attach button on custom object record Notes & Attachments related list once the record get closed (Approved/Rejected)?

Now my business users can delete and attach another file even after the custom object record got approved/rejected. So they were asking for a way to lock the "Attach" button which is listed under ...
2
votes
0answers
27 views

Email button (emailauthor.jsp) results in “The page you submitted was invalid for your session”

About 1 month ago my email button stopped working. Now pressing my 'auto-email' button gives me the email template page with the error "The page you submitted was invalid for your session. ...
-2
votes
1answer
26 views

How to use report result as input to Batch Apex

Let's say I have a report with a specific result. Now i want to process this result in a batch process when the user triggers a order-button/link. Is there a way to have a button on the report page ...
0
votes
1answer
17 views

Custom Button to Validate picklist fields in case Object

I have five picklist fields in case object and one custom button named "Open case".When I click on this button it has to check whether five fields contains values or not.If values are there it has to ...
0
votes
1answer
18 views

Custom Button to validate field values in case object

Can anyone suggest me how to validate field values in case object---for example I have 5 fields and I have a custom button named "Open Case" .When I click on these "Open Case" buttton these button has ...
1
vote
3answers
27 views

Custom button to update a field in case object

Can anyone suggest me how to update a field by using custom button--for example I have a status field in case object and a custom button named Test.If I click on "test"(Custom Button) Status field to ...
2
votes
1answer
23 views

Create a button on custom object that opens a new Event linked to that custom object

I am trying to add a custom button to my custom object. On clicking the custom button, I want to open a new event which has the "related to" field prefilled with the custom object, and the "subject" ...
1
vote
2answers
50 views

Grabbing Parameters From the Salesforce URL using a standard page custom button

im trying to create a Back button on a standard page which will take the user back to a custom visual force page with multiple parameters in the URL, i have brought through the two values i require ...
0
votes
1answer
16 views

Salesforce custom button javascript escaping error

I've noticed that SFDC is not properly escaping some characters in the code it generates to be eval'd when using javascript custom buttons. For instance, say I have an object with a field that ...
0
votes
0answers
23 views

Land on Child Record Create after Saving Parent

I have a Parent child relation, Insured and Insured Coverage. This is not master detail. The goal is to end on a new child record creation screen with the parent lookup field prepopulated after the ...
0
votes
0answers
35 views

When we click on Button it Should generate a PDF FORM with the Ship to and Ship from details

Can anyone help me out with this requirement ?Any help is much appreciated. We do have two Buttons as GeneratePicklist and GenerateInvoice created using Execute Javascript ,ON a detail page button. ...
1
vote
1answer
34 views

I have a requirement where in “onclick” of a button I need to attach all files in Notes & Attachments

I have a requirement where in "onclick" of a button in Salesforce I need to open a new mail in outlook and attach all attachments available in "Notes & Attachments" related list. Is it possible? ...
0
votes
0answers
24 views

List View Multiple Case Owner Update

I have used the below piece of code to select multiple cases from list view and update case owner. But it does not update the owner when I am selecting multiple cases while it works when I select only ...
0
votes
0answers
39 views

Add a button foreach row of a listview layout

In the search result layout of the Product2 module, I need to add a custom button for each row of the listview. The button will execute some javascript, do an ajax call and open a jquery ui dialog ...
4
votes
1answer
83 views

Ajax custom button calling apex method errors out

i have one Ajax custom button {!REQUIRESCRIPT("/soap/ajax/24.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/20.0/apex.js")} alert("k"); ...
2
votes
1answer
47 views

Custom button URL hack - how to send to specific email address

I tried to send a email from a custom button in opportunity, but I can't send to a specific email, I want send automaticaly when I click in the button. I try this but don't work. I can't send to a ...
0
votes
1answer
44 views

How To Call A Java Class Method from Salesforce

Here I have one custom button in a VIsualforce page and one java class in netbeans, and what I want exactly is that whenever I click on custom button at that time iI want to run that java class. So ...
0
votes
0answers
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
votes
1answer
21 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
39 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
88 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
53 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
votes
1answer
38 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
52 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 ...
1
vote
1answer
85 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
votes
0answers
17 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
39 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
58 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
34 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
113 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
21 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
37 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
224 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
57 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
45 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
votes
0answers
48 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
38 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 ...
1
vote
3answers
78 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!
0
votes
0answers
108 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
46 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
2answers
61 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
177 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
39 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 : ...
3
votes
3answers
95 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
votes
3answers
60 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
votes
0answers
94 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
43 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
113 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
184 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 ...
1
vote
1answer
127 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 ...