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I have a custom field called Contact__c in my Opportunity object. It is a lookup to the Contact object. I created a custom button to send email so I could edit the URL to fill in the TO: field with Contact__c. The custom button has the following in it:

/_ui/core/email/author/EmailAuthor?p2_lkid={!Opportunity.Contact__c}&rtype=003&%2F0064000000cBDQe

This is not working because it's putting the the name in the url instead of the Contact Id. Example:

https://na2.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid=Randy+Riegel&rtype=003&%2F0064000000cBDQe

If I edit the URL manually in my browser and change "Randy+Riegel" to the ID of that contact the field populates fine when refreshed. How can I get the ID in the URL instead of the Name?

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  • 3
    Have you tried {!Opportunity.Contact__r.Id}?
    – sfdcfox
    Jan 12, 2015 at 16:49
  • If I put that in the URL it will not let me save the button. It says {!Opportunity.Contact__r.Id} does not exist.
    – Randy R
    Jan 12, 2015 at 17:40
  • Try creating a custom Text formula field in Opportunity called ContactId__c that is defined as Contact__r.id. Then reference {!ContactId__c} in the URL construction
    – cropredy
    Jan 12, 2015 at 18:53
  • But what if there is more than one contact? Somehow I need to reference the custom field that has the "Primary Contact" in it.
    – Randy R
    Jan 12, 2015 at 22:31
  • if there is more than one contact, you are presumably talking about the members of the OpportunityContactRole sobject? and you want to send an email to the primary OCR?
    – cropredy
    Jan 13, 2015 at 1:56

1 Answer 1

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If It was standard field you could have directly used the merge fields and put {!Contact.Id}

/_ui/core/email/author/EmailAuthor?p2_lkid={!Contact.Id}&rtype=003&%2F0064000000cBDQe

But in your case, below approach will work.

So essentially what I did was created a custom field on Opportunity called as 'Primary_Sales_Contact__c' and I tried to open the below URL that worked like a charm.

/_ui/core/email/author/EmailAuthor?p2_lkid={! Opportunity.Primary_Sales_ContactId__c}
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  • Hah, funny. I answered that and deleted it cause the OP said they were using a custom field Contact__c.
    – Eric
    Jan 12, 2015 at 18:50
  • In your 'Primary_Sales_Contact_c' did you reference a custom field? If you are referencing the contact object what would happen if there are more than one? Don't I somehow have to reference "Contact__c"?
    – Randy R
    Jan 12, 2015 at 22:41
  • yes, this is a custom field. As this field is on Opportunity Object, it will always have a single Contact. How can you have more than one ? Do you have any such scenario? where is your 'Send Email'button positioned? Jan 13, 2015 at 6:53
  • My send email button is at the top of the screen in the row of buttons that have Edit/Delete/Clone etc. Does this make a difference? Just now getting a change to work on this today. Had to put out some other fires earlier
    – Randy R
    Jan 13, 2015 at 17:00
  • I created a text formula field that pointed to my other custom field. Everything is working great now.
    – Randy R
    Jan 13, 2015 at 19:01

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