Salesforce Custom Buttons: 4 Clever URL hacks

In this blog post we will see how to launch webpages with custom data from your current record using custom buttons. You can  not only launch internal salesforce pages but also webpages like google.This saves us lot of time and effort, instead of copying the data from the record to another webpage, we can auto-populate to another web page.  In this blog post we will cover ways to use custom button which will save users time carrying out repetitive tasks.

Pre-populating new Records in Salesforce

One of the best use case of custom buttons is doing URL hacking. URL hacking is the process of pre-populating  a new record with information from a previous record.
For example, once the opportunity goes to Closed Won status, a request will be sent to a department informing them about the
next steps.And they might have to manually enter the details from the opportunity record to this new web-page which seems a bit
redundant that’s where custom buttons will be very helpful.

Sending an email with pre-populated information

Custom buttons can save us time writing repetitive emails like lead qualification email or introduction emails. Through custom buttons
we can pre-populate common fields like To,From, Subject, CC,BCC etc. This will save the user time to fill these details.

Launching Reports with pre-populated data

I hope I have made this point clear through this blog post, that Salesforce pages can be manipulated via the URL to display custom information. Salesforce reports are
no different. We can add button or links on records to launch reports and you can insert information to the reports from these records.

For example, Your manager wants to know the progress of current open opportunities related to the accounts(accounts which you own). You have couple of options:
Option 1: Create a report per account
Option 2: create only one report and you can change the name.
Option 3: Create Single report, Link the report to the account and use merge fields and URL hacking to pre-populate this information automatically.

Invoking External Websites with Custom information

So far we have discussed about launching Internal Salesforce pages but you will be very happy to know that you can launch external webpages and insert custom information. For example, let’s say you want to track your parcel and all the tracking numbers are stored in your salesforce org and you are copying them into parcel couriers system . Don’t you think there is a problem with this?

In order to get around this, all you need is to add merge field after the URL where you want to insert the tracking number. For example, if you are using UPS, you will use the below URL{!Opportunity.TrackingNumber__c}

I hope you have enjoyed the article. In the upcoming blog post we will see how to do these URL hacks one by one. Stay tuned 🙂

This Post Has 71 Comments

  1. Ingrid

    Very rapidly this web site will be famous among all
    blogging people, due to it’s fastidious posts

  2. Very nice post. I just stumbled upon your blog and wished to say
    that I have truly enjoyed browsing your blog posts. After all I’ll be subscribing to your feed and I
    hope you write again soon!

  3. Hey there! Someone in my Facebook group shared this website with us so I came to give
    it a look. I’m definitely enjoying the information. I’m book-marking and will be tweeting this to
    my followers! Exceptional blog and excellent design.

  4. layarkaca21

    Why people still use to read news papers when in this technological globe the whole thing is available on web?

  5. I’m not sure why but this site is loading incredibly slow for me.
    Is anyone else having this problem or is it a problem on my end?
    I’ll check back later on and see if the problem still exists.

  6. It’s very effortless to find out any matter on net as compared to
    textbooks, as I found this article at this web site.

  7. Daniel

    Howdy superb website! Does running a blog similar to this require a lot of work?
    I have absolutely no expertise in coding however I had been hoping to start my own blog soon.
    Anyways, if you have any recommendations or techniques for new blog owners please share.
    I understand this is off subject nevertheless I just needed to ask.

    Many thanks!

  8. Rosaura

    Good way of telling, and good piece of writing to obtain data on the
    topic of my presentation focus, which i am going to present in school.

  9. Silvia

    Really no matter if someone doesn’t know then its up to other viewers that they will
    assist, so here it takes place.

  10. Hey! I understand this is sort of off-topic however I needed to ask.
    Does building a well-established website such as yours require a massive amount work?
    I’m completely new to running a blog however I do write in my journal every day.
    I’d like to start a blog so I can easily share
    my own experience and feelings online. Please let me know if you have any kind of recommendations or tips for new aspiring
    bloggers. Thankyou!

  11. Donald

    great post, very informative. I ponder why the other specialists
    of this sector don’t notice this. You must proceed
    your writing. I am confident, you have a great
    readers’ base already!

  12. Heya are using WordPress for your blog platform? I’m new to the blog world but I’m trying
    to get started and create my own. Do you need any coding knowledge to make your own blog?

    Any help would be greatly appreciated!

  13. Thanks for another excellent article. Where else may anyone get that
    type of information in such a perfect method of writing? I have
    a presentation next week, and I am on the search for such info.

  14. layarkaca21

    I think the admin of this web page is actually working hard in favor of his
    web page, for the reason that here every data is quality based stuff.

  15. layarkaca21 semi

    Ahaa, its good dialogue about this article here at this webpage, I have read all that, so now
    me also commenting at this place.

  16. layarkaca21

    What’s up friends, how is everything, and what you desire to say on the topic of this article, in my view its
    actually amazing designed for me.

  17. Howdy are using WordPress for your blog platform? I’m new to
    the blog world but I’m trying to get started and create my own. Do you require any coding knowledge to make your own blog?

    Any help would be really appreciated!

  18. For newest information you have to pay a visit the web and on the
    web I found this web site as a most excellent web site for most up-to-date updates.

  19. Kira is a popular livescore service, with quick and on-line scores shown to any device.

  20. Waylon

    The number of people attending your occasion will ascertain the quantity of tables and

  21. Hello There. I found your blog using msn. This is an extremely
    well written article. I will be sure to bookmark
    it and return to read more of your useful information.
    Thanks for the post. I will certainly return.

  22. I’m not that much of a online reader to be honest but your sites really nice, keep it up!
    I’ll go ahead and bookmark your website to come
    back later on. Cheers

  23. Del

    Hi there, You have done an incredible job. I’ll definitely digg it
    and personally recommend to my friends. I am confident they will be benefited from this site.

  24. Karri

    You can nevertheless have all the betting alternatives you would at a casino.

  25. Keisha

    For split bets payout is 17 to 1, any group of 5 pays six to 1.

  26. Marcia

    Withdrawals are just as uncomplicated, safe, and quick as deposits.

  27. Jerri

    Thanks designed for sharing such a pleasant thinking,
    post is fastidious, thats why i have read it completely

  28. Zac

    Deciding upon which format of odds to display when sports betting
    is mostly down to a matter of individual preference.

  29. You made some good points there. I checked on the internet for
    more information about the issue and found most people will go
    along with your views on this site.

  30. Fiona

    If you have previously had a Paddy Power account, you will not qualify for the offer you.

  31. YouTube

    It is the best time to make some plans for the longer term and it’s
    time to be happy. I’ve read this put up and if I may I want to counsel you
    some interesting issues or advice. Perhaps you can write next
    articles regarding this article. I wish to learn even more issues approximately it!

  32. Vanita

    There are 29 federally recognized tribes in Washington State
    and all 29 of these have Class III gaming compacts.

  33. Sibyl

    For example, fractional odds of two/1 and decimal odds of 3.
    each represent a 33.33% likelihood or a probability of .33.

  34. Good day! This post couldn’t be written any better! Reading this post reminds
    me of my previous room mate! He always kept chatting about this.
    I will forward this write-up to him. Fairly certain he will have a good read.
    Many thanks for sharing!

  35. Josephine

    This is most apparent when a crucial forward or centre-back is out, as the
    team’s whole frontline or backline depends on him.

  36. Lyn

    Considering that Track & Field, games have combined
    a number of sports into a single game.

  37. Alejandro

    In 2011 alone, she lost practically $two million, mostly
    on the casino’s slot machines.

  38. Christie

    Browse the code, verify out the SVN repository,
    or subscribe to the development log by RSS.

  39. layarkaca21 xxi

    I just like the helpful info you supply on your articles.
    I will bookmark your weblog and test once more here frequently.
    I am fairly certain I’ll be told lots of new stuff proper
    right here! Best of luck for the next!

  40. Florentina

    Football is the most preferred sport in this country,
    and by extension, the most wagered on sports.

  41. Jeannie

    You will stay with only $four, which signifies the next bet ought
    to be worth this quantity.

  42. Lorraine

    888 holdings is an on the internet gambling enterprise with
    an international presence.

  43. Leigh

    Ahead of you sign up to any of the new betting websites for 2020, take the
    time to peruse the pages.

  44. Kristian

    Ten and all face cards are worth points, and if the total is additional than 10, the second
    digit represents the worth of the hand.

  45. Carey

    It is evolved from getting a game between a handful of cricket nations, to a international

  46. Isiah

    After looking over a handful of the blog articles on your site, I really like
    your technique of blogging. I saved as a favorite it to my bookmark site
    list and will be checking back soon. Please
    visit my website too and tell me what you think.

  47. Caleb

    It’s really a great and useful piece of info. I am happy that you
    shared this helpful info with us. Please stay us up to date like this.
    Thank you for sharing.

  48. Dina

    Hey! This post couldn’t be written any better!
    Reading through this post reminds me of my good old room mate!

    He always kept chatting about this. I will forward this article to him.
    Fairly certain he will have a good read. Thank you for sharing!

  49. Hildegarde

    Hi there i am kavin, its my first time to commenting anyplace,
    when i read this article i thought i could also create comment due to this good post.

  50. Adelaida

    Hello my friend! I wish to say that this post is amazing, nice written and come with almost all significant infos.
    I would like to see more posts like this .

  51. When some one searches for his essential thing, thus he/she
    needs to be available that in detail, therefore that thing is maintained over here.

  52. Beverly

    Hi there! This post could not be written any better! Reading this post
    reminds me of my old room mate! He always kept talking about this.

    I will forward this write-up to him. Fairly certain he will have a
    good read. Thanks for sharing!

  53. Chastity

    Quality posts is the crucial to invite the users to visit the website, that’s what this website is providing.

  54. Faye

    Hello there! I could have sworn I’ve visited this website before but after browsing through some of the posts I realized it’s new to me.

    Regardless, I’m certainly pleased I discovered it and I’ll be bookmarking it and checking back frequently!

  55. Jayden

    What’s up every one, here every person is sharing such experience,
    thus it’s nice to read this web site, and I used to pay a quick visit this webpage everyday.

  56. Roma

    Its such as you read my thoughts! You seem to know a lot about this, such as you wrote the book in it or something.
    I believe that you simply could do with some p.c.

    to force the message house a little bit, however instead of that, this
    is wonderful blog. A fantastic read. I will definitely be back.

  57. Lizette

    I’m extremely impressed with your writing skills and also with the layout on your weblog.
    Is this a paid theme or did you modify it yourself?

    Either way keep up the excellent quality writing, it is rare
    to see a nice blog like this one nowadays.

  58. Raymon

    Wow, that’s what I was looking for, what a information! existing here at this weblog, thanks admin of this website.

  59. Junior

    Heya this is kind of of off topic but I was wanting to know if
    blogs use WYSIWYG editors or if you have to manually code with HTML.

    I’m starting a blog soon but have no coding experience so I wanted to get guidance from someone with experience.

    Any help would be greatly appreciated!

  60. Ila

    Helpful info. Fortunate me I discovered your web site accidentally, and I am surprised why this
    accident didn’t came about in advance! I bookmarked it.

  61. Sherryl

    My brother recommended I may like this website.
    He was entirely right. This put up actually made my day. You cann’t consider just how much time
    I had spent for this info! Thanks!

  62. Darren

    Hmm is anyone else having problems with the images on this blog loading?

    I’m trying to determine if its a problem on my end
    or if it’s the blog. Any responses would be greatly appreciated.

  63. Priscila Hon

    How to upload a template that was made in dreamweaver to my joomla site?

  64. Agnes

    I am in fact thankful to the holder of this web page who has shared this great piece of writing at here.

  65. Micheline

    This web site truly has all of the information I needed about this subject and didn’t know who to

  66. Uwe

    When some one searches for his necessary thing, thus he/she
    needs to be available that in detail, therefore that thing is maintained over

  67. Christena

    Whats up this is kinda of off topic but I was wondering if
    blogs use WYSIWYG editors or if you have to manually code
    with HTML. I’m starting a blog soon but have
    no coding skills so I wanted to get guidance from someone with experience.

    Any help would be enormously appreciated!

Leave a Reply