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So, I have a situation...

I am trying to create a button on the Quote object that will transfer, by URL, field data to a Contract record. I am having an issue with the Account Name transferring.

1.) The Quote Account Name field (lookup to account object) does not seem to have an id to reference in the URL. Quotes are created directly from a related list on the Opportunity.

Bottom line is I need the Quote Account Name to transfer to the Contract Account Name field.

Any help here would be much appreciated!

Thanks,

Shannon

/800/e?
CF00N3000000B8JH6={!Quote.Name}&
CF00NS0000001SGhG={!Opportunity.Id}&
ctrc7‌​={!Account.Id}&
00N3000000B9WLE={!Quote.Total_Contract_Value__c}&
00N3000000B9WLJ={!‌​Quote.Annual_Contract_Value__c}&
ctrc40={!Quote.Contract_Term_months__c}&
ctrc25stree‌​t={!Quote.BillingStreet}&
ctrc25city={!Quote.BillingCity}&
ctrc25state={!Quote.Bill‌​ingState}&
ctrc25zip={!Quote.BillingPostalCode}&
ctrc25country={!Quote.BillingCount‌​ry}&
retURL={!Quote.Id}ote.BillingCity}&

Results:

/800/e?
CF00N3000000B8JH6=Test+Quote&
CF00NS0000001SGhG=&
ctrc7=&
00N3000000B9WLE=%2‌​418%2C995.00&
00N3000000B9WLJ=%2418%2C995.00&
ctrc40=12&
ctrc25street=123+Anyplace+Rd&
c‌​trc25city=Anwhere&
ctrc25state=PA+-+Pennsylvania&
ctrc25zip=19999&
ctrc25country=U‌​S&
retURL=0Q0S0000000Dp75
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  • 1
    Can you share the URL you were currently trying to use? – Robin De Bondt May 27 '15 at 14:05
  • /800/e?CF00N3000000B8JH6={!Quote.Name}&CF00NS0000001SGhG={!Opportunity.Id}&ctrc7={!Account.Id}&00N3000000B9WLE={!Quote.Total_Contract_Value__c}&00N3000000B9WLJ={!Quote.Annual_Contract_Value__c}&ctrc40={!Quote.Contract_Term_months__c}&ctrc25street={!Quote.BillingStreet}&ctrc25city={!Quote.BillingCity}&ctrc25state={!Quote.BillingState}&ctrc25zip={!Quote.BillingPostalCode}&ctrc25country={!Quote.BillingCountry}&retURL={!Quote.Id} – ShannonSF May 27 '15 at 14:31
  • Here are the results when button is clicked: /800/e?CF00N3000000B8JH6=Test+Quote&CF00NS0000001SGhG=&ctrc7=&00N3000000B9WLE=%2418%2C995.00&00N3000000B9WLJ=%2418%2C995.00&ctrc40=12&ctrc25street=113+Pulte+Rd&ctrc25city=Lancaster&ctrc25state=PA+-+Pennsylvania&ctrc25zip=17601&ctrc25country=US&retURL=0Q0S0000000Dp75 – ShannonSF May 27 '15 at 14:31
  • Please update your question with this info in a readable format. – Robin De Bondt May 27 '15 at 14:34
  • Not sure what you need me to change? It won't let me post in a stacked format? – ShannonSF May 27 '15 at 15:19
1

Try using: accid={!Opportunity.AccountId} vs. ctrc7‌​={!Account.Id}

  1. The account field on the Quote is really just a reference to the Opportunity Account field so you need to refer to the source field, {!Opportunity.AccountId}. See Quotes Fields

  2. accid is the parameter in the Salesforce standard URL, you can see this by using the standard "New" contract button from the Account's contract related list.

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  • It did not work. The Contract is being created from the Quote object not the account object. – ShannonSF May 27 '15 at 18:04
  • @ShannonSF What is the resulting URL after that change? – Jenny B May 27 '15 at 18:06
  • /800/e?CF00N3000000B8JH6={!Quote.Name}& CF00NS0000001SGhG={!Opportunity.Name}& accid={!Opportunity.AccountId}& 00N3000000B9WLE={!Quote.Total_Contract_Value__c}& 00N3000000B9WLJ={!Quote.Annual_Contract_Value__c}& ctrc40={!Quote.Contract_Term_months__c}& ctrc25street={!Quote.BillingStreet}& ctrc25city={!Quote.BillingCity}& ctrc25state={!Quote.BillingState}& ctrc25zip={!Quote.BillingPostalCode}& ctrc25country={!Quote.BillingCountry}& retURL={!Quote.Id} – ShannonSF May 27 '15 at 18:08
  • @ShannonSF I mean the results after the button click? – Jenny B May 27 '15 at 18:10
  • /800/e?CF00N3000000B8JH6=Test+Quote&CF00NS0000001SGhG=&accid=&00N3000000B9WLE=%2418%2C995.00&00N3000000B9WLJ=%2418%2C995.00&ctrc40=12&ctrc25street=123+Anyplace+Rd&ctrc25city=Anywhere&ctrc25state=PA+-+Pennsylvania&ctrc25zip=19999&ctrc25country=US&retURL=0Q0S0000000Dp75 – ShannonSF May 27 '15 at 18:12

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