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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1
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0answers
27 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
18 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
17 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
25 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
61 views

OnClick Javascript in custom button is opening in new window instead of tab on initial click in Chrome

I am having an issue with some onClick javascript that I need to open in a new tab in Chrome. I am using an Apex Class to generate a URL and then opening that URL inside the javascript. Here is my ...
0
votes
0answers
12 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
58 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
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1answer
23 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
24 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
31 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
0answers
32 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 ...
3
votes
1answer
59 views

How to create a Show/Hide Button on Contact Related List in Salesforce

-Background- Our contact related lists on the account page layout displays records with one of the following two statuses: "Active" and "Terminated". Users are being overwhelmed with the number of ...
0
votes
1answer
27 views

Calling a class and its method on a custom button click on a standard page

I have class from which is used to send email. Currently i have a VF page and the class as controller. And a button on the standard layout of the custom object. When i click on the custom button send ...
0
votes
1answer
35 views

create a button to create a new opportunity from a task

I have created a task related to a custom object record which in turn is related to an account record. How would I create a button that would create/launch a new opportunity of a specific record type ...
1
vote
1answer
100 views

Salesforce URL hack to edit & save in one button

We use to have a button with URL hack to edit a record and save it. But it stopped working on Spring 14 release. Any idea how to make it work again? Here is our current URL. To be specific, save=x is ...
1
vote
1answer
50 views

Check if “Save” button is clicked from Service Cloud Console or Standard layout

I have page reference method written on click of "Save" button. I need to refresh one page after click of Save button when in console and not when in standard Salesforce. PageReference pr = new ...
2
votes
2answers
199 views

Unknown constructor 'Name.Name(ApexPages.StandardSetController controller)' when removing RecordSetVar

I am attempting to convert my page to work from List View button into Detail Page button. When I attempt to remove the recordsetvar, I get the mentioned error. Unknown constructor ...
4
votes
2answers
99 views

How to create and save a Task with URL button without navigating to Task screen

I have a url custom button on the Lead and Contact record. It creates a completed task on that record. However, I would like it so that when I click on the button, called "Log a Visit", the screen ...
0
votes
1answer
79 views

Create a Button that opens a VF page as a subtab in console

How would you do this as apparently, the srcUp method doesn't work for Visualforce pages
4
votes
2answers
199 views

Custom Buttons conditional display

Is there a way to conditionally control the display of custom buttons? To be more precise, let's say I have a button which should be visible only if Field1==X. If the button is added to a page layout, ...
0
votes
1answer
75 views

Hiding Button on embedded/inline visualforce page on inline edit of standard fields

I embedded an inline visual force page in a standard opportunity pagelayout. The VF page has a button. I want to hide that button when someone does an inline edit on the standard fields in the layout. ...
2
votes
2answers
56 views

Is there a bug in the way custom buttons handle checkboxes on related objects?

I'm creating a custom execute JavaScript button for the Opportunity detail page and trying to use an IF statement to conditionally load a resource with REQUIRESCRIPT. The goal is to base the ...
2
votes
2answers
269 views

Salesforce1 Add Standard Actions in page layout

Does anybody know, how to add a custom (action) button like this? I just can use the default edit, delete an clone actions. Following the Salesforce1 App Guidelines , it should be possible to add ...
1
vote
0answers
43 views

All users in same profile are able to access the custom button made of Vf page but one user is unable to:

All users in the same profile are able to access a custom button made of a visual force page except one user. when this user hits the button the below error has been occurring. Unable to Access Page ...
1
vote
2answers
92 views

Custom button to copy field values from other object

we have created an APEX class that creates a contract object from an opportunity object. We need to create a custom button on contract object to copy some field values from the related opportunity ...
5
votes
3answers
154 views

Javascript in Apex page

I have a helper Apex page to be included in custom button as Javascript. The page is the following: <apex:page contentType="text/javascript" contorller="HelperController"> function initialize() ...
1
vote
2answers
99 views

It is possible to hide/show a custom button?

I have created a custom button for creating a contract from an opportunity. I would like to hide this button unless the opportunity stage is equal to Closed/Won. Is that possible? How can I implement ...
2
votes
1answer
88 views

Custom Button and Link can't use VF Page

I am creating a new custom button or link, and when i try to use a Visualforce page my content dropdown list is empty. How do i get a VF page to trigger on a custom button or link.
1
vote
2answers
174 views

Create a button in VF page that creates a new case with certain record type

I want to create a button in my VF page that when clicked on creates a new case with a certain record type or at least takes you to the new case page with the record type already filled in. How would ...
2
votes
2answers
177 views

Cancel Button Implementation Problem

i am creating a custom vf page without any standard controller. And i need to implement cancel button functionality. following is the code i am using: Visualforce <apex:commandbutton ...
5
votes
1answer
86 views

invalid type sobject type ApexClass is not supported

I'm in a test org where I've installed my managed package. I have a javascript button that is utilizing the AJAX Toolkit to get the namespace dynamically but its not working in this org (it works fine ...
0
votes
2answers
58 views

How to create custom url button

How can I capture the standard object case 15 digit ID, and my situation is I want to create a custom button url which is having EDIT standard button features. In my case object, when I click on edit ...
3
votes
0answers
103 views

Odd behaviour with custom URL button

I am trying to create a record from another object page with this custom URL button. {!REQUIRESCRIPT('/soap/ajax/29.0/connection.js')} var newOpp = new sforce.SObject('Opportunity'); ...
1
vote
2answers
61 views

disable save button in page for particular stage

Hey guys look at my scenario I have a stages(picklist field) in custom object. Requirement is i have to enable my save button only when the stage is 'completed' if the stage is other than 'completed' ...
0
votes
3answers
516 views

How to call two methods on button's onClick method in Vf Page?

I am having two functions one is java script function named as Capturing Signature() and anther one apex class function named as savePDF(). I am trying to call this two methods on button's onClick ...
2
votes
2answers
50 views

How to find field variables to pass to URL for custom button?

I've seen several solutions for passing variables via a URL string. I'm just wondering how you can find these variables. For example, there are some that have explained as below. I'm trying to find ...
4
votes
1answer
164 views

Pass a parameter to custom link/button

I have a custom button in my org that, when clicked, brings the user into an external application. That external application sends an email to other users with a link to the URL of that custom button ...
1
vote
1answer
216 views

How to send Mass Email from List View in Contact Or Lead using custom button

I have created class for sending a email and calling this "class" and "method" in new custom button..This logic works for "Detailed page Button"and for single record but how to make it work for List ...
6
votes
1answer
61 views

Can you add a custom button on delivered Report Page in Salesforce.com or custom link?

Can you add a Custom button on a OOTB Report Page in the same line where u have Run Report button? OR Add a custom link along where you have 'Help for this Page' link?
9
votes
5answers
875 views

Does Salesforce1 support custom buttons?

We have created a custom button on the Opportunity object. It is viewable, and works fine in regular Salesforce, but when I go into Salesforce1, I can no longer see the custom button. Is this just a ...
0
votes
2answers
365 views

Update parent field with field from child record

I have two managed custom object, so I can use master detail relationship to update the field on the parent record. For example: Object 1 - Parent__c Field - Firmware__c Object 2 - Child__c ...
0
votes
1answer
413 views

Prepopulate Name field with default value

I have a Publication object. Publications might have a very long names, longer than 80 characters. That is why Name is suppose to be populated from workflow field update, using substring from custom ...
0
votes
1answer
139 views

List View Button

I have a requirement like, need to select multiple records on the list view. After done with the selection of records. If I click the List view custom button, those selected records must be created ...
1
vote
1answer
187 views

How do I pass a parameter while preserving the record type selection page?

I want to pass parameters from the account to an opportunity while allowing users to still choose the opportunity record type. From my understanding, Salesforce natively does this by encoding the URL ...
1
vote
1answer
135 views

How to create an opportunity from lead using button action

I have a trigger to serve this purpose but i'm not able to call trigger using custom button and how to apex class using custom button trigger AutoCreateOpportunity on Contact (after insert,after ...
3
votes
1answer
77 views

Trying to create New Contract Button that Prepopulates the Account Information

I am attempting to create a new custom button on the Account Page, Contracts related list, that creates a new contract for a specific Contract record type, and prepopuates the Account ID and address ...
0
votes
0answers
60 views

Email button on opportunity detail page to send opportunity field info

I want to create a custom email button on the opportunity detail page which would capture data from few fields and send those data via email to a recipient. Could anyone please suggest me a way to ...
4
votes
1answer
110 views

Avoid record type selection with URL button

I'm creating a url button to avoid the record type selection: This is the code: {!URLFOR($Action.Case.NewCase ,null ,[RecordType="01220000000Q3cy"])} The problem is that i'm still getting the page ...
2
votes
3answers
83 views

Need to Create a page to display all the account records existing the instance.

Need to Create a page to display all the account records existing the instance. It should display 20 records in one page and should have NEXT & PREVIOUS button to navigate to other records. but ...
2
votes
2answers
201 views

Filter Record Types from Custom Button (URL)

I am trying to create a new Opportunity from an existing Case using a custom button. I am able to pass in various parameters but I would like to also filter the Record Types on the initial selection ...