Last week on Button-Click Admin we wrapped up creating Custom Links in a series called “Decoding Salesforce”. This week we continue with the third part of looking at links in Salesforce and how to decode them. This post just like the previous two solved quite a few problems for me. Thanks again to Allessandro Lapucci for the content. How to obtain a field ID Often people ask me how to get fields IDs in order to build their custom links. I thought it would have been helpful to write a post about this. Let’s see how to get a field ID for custom and standard fields. Custom Fields In order to get the ID of a custom field proceed this way: Click on Setup, then on Customize, select the Object you desire (e.g.: Leads) and click on Fields; Click on the name of the custom field you previously created Look at your browser’s address bar,

Last week on Button-Click Admin I launched a series called “Decoding Salesforce”. This week we continue with the second part of looking at links in Salesforce and how to decode them. This post was incredibly helpful to me in solving an issue for my call center. Thanks again to Allessandro Lapucci for the content. Custom Links- Part 2 In my last post I explained how to build a simple web custom link; more complex custom links can be used to pass data from your Salesforce records, user information, or company information to another website or application; it can also be used to pass variables from one Salesforce object to another.Let’s see how to create a custom link to pass fields values from a Salesforce object to another. Scenario We give support to different companies and accordingly to what kind of support type a company has, their cases have to be handled differently. We’ve

Earlier last week I was in need of a custom button and new that one could be created without code. As usual I turned to twitter for the answer and in less than an hour I had a presentation fro Amber Neill that contain links to a blog that was really helpful. I read the posts and solved my problems. Then I contacted the blogs author- Alessandro Lapucci and asked if I could repost some of his entries as part of a “Decoding Salesforce” series here on ButtonClickAdmin. I happy to say he agreed. So join me the next few Wednesdays for a series I am calling “Decoding Salesforce” that includes tips from his blog to make our Button-Click lives easier. First up- Custom Links. Custom Links From Salesforce’s Help & Training: “Your organization’s Administrator can set up Custom Links for Home, Campaigns, Leads, Accounts, Contacts, Opportunities, Cases, Contracts, Solutions, Products,