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Salesforce Admin Magic

Salesforce Admin Magic

One of the downfalls of being an admin with no coding knowledge is that, well, I can’t write code and in turn can’t write triggers very well. Instead I rely wholly on workflows, and formula fields. Now you may not consider this magic, but anytime that I am not required to write code that has been udderly massacred, I am making magic.

With that in mind, I was asked to give a presentation at the Salt Lake City user group meeting on workflows and formulas. At the link you will find the Prezi that was used for the presentation, it talks about how I utilize standard check-box fields, workflow rules / field updates, and formula fields to create Salesforce magic when grading leads.

While this is an example, it is key to remember that these steps can be utilized in many situations, anywhere from grading leads like the example to calculating record completeness or the lack of follow up.

And naturally if you have any questions, or would like some help with coming up with a solution for a problem your facing, feel free to reach out.


Linky Buttons

When dealing with end users I have been asked for many features that, well, don’t make any sense. For example I have had many end users ask for a way to quickly make tasks or activities because the native Salesforce way ‘takes way to long to populate all of the fields on the page,’ after hunting around for a bit I found some awesome resources that gave ideas on how to create some awesome linky buttons that can populate a lot of these fields upfront when clicked, and to make the deal even sweeter could show a pretty little icon for the users viewing pleasure.

So without further hesitation here is a quick overview on how to set up the buttons:

  1. Upload a few of your favorite icons to the documents tab (you can find a bank of icons when you search for ‘Salesforce mini icons’)  **Things to Remember** – When uploading these icons, A) make sure the folder that they are being uploaded to is set as read only and available for all users, B) upload each icon separately, C) View each icon after upload and copy the Id of the Icon from the browser.    DocumentURL
  2. Create the Formula Field with the type as text, copy and past the following into the formula box:
  • For accounts, and any other object besides contact and lead, use the following code:

HYPERLINK(‘/00T/e?title=Call&who_id=’ & $User.Id & ‘&what_id=’ & Id & ‘&followup=1&tsk5=Call&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Log a Call’))
& ‘ ‘ &
HYPERLINK(‘/00T/e?who_id=’ & $User.Id & ‘&what_id=’ & Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Create Task’))
& ‘ ‘ &
HYPERLINK(‘/00U/e?who_id=’ & $User.Id & ‘&what_id=’ & Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Create Event’))

  • For Contacts only, use this code:

HYPERLINK(‘/00T/e?title=Call&who_id=’& Id & ‘&followup=1&tsk5=Call&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Log a Call’))
& ‘ ‘ &
HYPERLINK(‘/00T/e?who_id=’& Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=01540000000jZsM’, ‘Paste Icon Id Here’, ‘Create Task’))
& ‘ ‘ &
HYPERLINK(‘/00U/e?who_id=’& Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=01540000000jZsW’, ‘Paste Icon Id Here’ ,’Create Event’))
& ‘ ‘ &
HYPERLINK(‘/_ui/core/email/author/EmailAuthor?rtype=003&p2_lkid=’ & Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Create Email’),’_self’)

  • For Leads only, use this code:

HYPERLINK(‘/00T/e?title=Call&who_id=’& Id & ‘&followup=1&tsk5=Call&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Log a Call’))
& ‘ ‘ &
HYPERLINK(‘/00T/e?who_id=’& Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Create Task’))
& ‘ ‘ &
HYPERLINK(‘/00U/e?who_id=’& Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Create Event’))
& ‘ ‘ &
HYPERLINK(‘/_ui/core/email/author/EmailAuthor?rtype=00Q&p2_lkid=’ & Id & ‘&retURL=’ & Id, IMAGE(‘/servlet/servlet.FileDownload?file=Paste Icon Id Here‘, ‘Create Email’),’_self’)

3. Now add the cool new buttons to the page layout.


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