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

learn more… | top users | synonyms

2
votes
0answers
32 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
23 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
44 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
21 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
18 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
26 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
118 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
27 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
38 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
30 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
33 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
33 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
85 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
75 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
51 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
107 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
120 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
64 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
55 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
34 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
29 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
37 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
43 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
110 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
60 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 ...
1
vote
2answers
81 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
47 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
109 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
74 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
58 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
69 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
83 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} ...
2
votes
1answer
275 views

OnClick Javascript Ajax Toolkit: Syntax to evaluate Sobject field within if expression

I have a Javascript button on Case that merely changes the owner when clicked, so far so good. But I'd like to extend it with a tiny bit of validation that chck to see whether there's a picklist ...
1
vote
1answer
55 views

Multi-Record list button run from a list view filtered by Topic causes NoAccessException

I have added a multi-record list button to the Contact object that forwards the selected records to a custom VisualForce page that is defined below. <apex:page standardController="Contact" ...
1
vote
1answer
11 views

Custom CloseDate returns a double and when i convert it back to a date it is the wrong date using Javascript

I created a JS button that creates an Opportunity and it populates certain fields with data from another Object (custom object called Deals). All the fields are working as they should except for ...
9
votes
1answer
387 views

Spontaneous Internal Salesforce.com Error - What do I do?

I have a piece of code that has been working for the past few months without problem until recently. I cannot say to the exact day this started happening as this is still in a testing phase and this ...
1
vote
2answers
220 views

Javascript button to check whether an object exists

I have a button on the opportunity detail page which currently directs my user to a visualforce wizard. However, if the user has already been through the wizard for that opportunity, I want it to take ...
0
votes
0answers
30 views

Email Button redirects to Url

i Have 2 Objects Quote(Parent), Quote-line(Child), both objects having the same field Update, when update==true condition email button redirect to URl, remain all cases email button does not Work. i ...
1
vote
3answers
485 views

Custom Button : Conditional Redirect to URL using Javascript

I am connecting to the URL by using custom button when Update__c = true condition reamin all conditions these button connect to different URL. but when i used below code it showing URL Breaks, but ...
3
votes
0answers
59 views

Custom Buttons on Feed Views

Does anyone know why the custom buttons on the new Feed View Layouts released in Spring '14 all collapse into one button when viewed on the left panel or right panel? It is such weird behaviour. ...
1
vote
0answers
91 views

Hide/Show Custom Button In Standard Detail Page

We have custom Email button on a Custom Quote detailed page. I would like to show the button Based upon the Quote field and Quote Line Field, Here Quote and Quote-line item both having master ...
0
votes
1answer
75 views

How can you use a public group in a conga composer's button URL field? (Like a merge field)

I'm using conga composer with conga workflow. And I'm trying to send an email using the conga parameter &EmailAdditionalTo="emailid@something.com" Is it possible to address the email to a ...
0
votes
0answers
93 views

Default certain picklist value on Visual Flow depending on value selected from parent record

I have a Visual Flow that allows a user to create a case. The Flow is linked to a Custom object called 'Card'.The Flow is run from the Card record using a Custom button and a Case is then created and ...
2
votes
1answer
65 views

Where is 'emailauthor.jsp' is coming from?

I've created a custom button sending email some time ago following these instructions: https://success.salesforce.com/answers?id=90630000000gtNyAAI I just realized i do not understand where this ...
0
votes
0answers
14 views

URL prepopulate a the lookup for contacts only listing specific account with a custom button?

Is there a way to through a URL hack custom button to force the contact list lookup to show only the ones for the associated account? thanks for any clues.
2
votes
2answers
632 views

Javascript SOQL Query in a Button

I am trying to runa query in a .js button to pull out an ID of a contact that is associated with a record so I can auto send an EchoSign document. However I can not get this working, my googling ...
0
votes
1answer
152 views

Save Products and Create New Quote from Custom Button in Visualforce

I have included a piece of my apex class from a customized product selector. What I am trying to do is to create a custom button on my visualforce page and direct my users to the new quote they want ...
2
votes
1answer
73 views

Query on permission sets held by a user

Does anyone know a basic way that I can run a SOQL query to see which permission sets are attached to users? We have a rather large issue where a button needs to be on a page layout for a few ...
0
votes
1answer
65 views

IsPickVal having issues inside of OnClick Javascript

For some reason this if statement is always triggering regardless of if the criteria is met or not. {!REQUIRESCRIPT("/soap/ajax/27.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/27.0/apex.js")} ...
0
votes
1answer
67 views

URL not working for Custom Button that directs to Visual Workflow

I have created a visual flow in Salesforce that automatically creates an opportunity, contact, opportunitycontactrole, and a custom object. The only trouble I am having is creating a Custom button to ...