Tag Archives: Custom Button

Salesforce Lightning URL Hacking

Biswajeet   June 23, 2020   1 Comment on Salesforce Lightning URL Hacking

Here I have created a custom detail button(New Contact) on Account object with some pre-populated Contact field values from Account record using Lightning URL Hacking.

Go to setup | Object Manager | Account | Buttons, Links, and Actions | Create a new Button

  • Label – New Contact
  • Display Type – Detail Page Button
  • Behavior – Display in new window
  • Content Source – URL

URL Content:

/lightning/o/Contact/new?defaultFieldValues= OwnerId={!Account.OwnerId},AccountId={!Account.Id},MailingStreet={!Account.ShippingStreet},MailingCity={!Account.ShippingCity},MailingState={!Account.ShippingState},MailingPostalCode={!Account.ShippingPostalCode},MailingCountry={!Account.ShippingCountry}

Add this button to Account detail page layout, “Mobile & Lightning Action” section.

Note: This URL Hacking with button doesn’t work in Salesforce1 mobile app.

Send Email From a Custom Button in Salesforce

Biswajeet   May 14, 2017   No Comments on Send Email From a Custom Button in Salesforce

Sample Code:

{!REQUIRESCRIPT("/soap/ajax/32.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/32.0/apex.js")}

var mail = new sforce.SingleEmailMessage();

mail.targetObjectId = "{!Contact.Id}";
mail.toAddresses = "{!Contact.Email}";
mail.templateId = "00X28000000Utjy";
mail.whatId = "{!Case.Id}";

var result = sforce.connection.sendEmail([mail]);

if (result[0].success == 'true') {
    alert("Email sent successfully.");
} else {
    alert("Email sending failed.");
}

Note: Only User, Contact, Lead, or Person Account objects are allowed for targetObjectId.

If you need to refer specific attributes then download Partner WSDL and refer complexType SingleEmailMessage.

<?xml version="1.0" encoding="UTF-8"?>
<complexType name="SingleEmailMessage">
   <complexContent>
      <extension base="tns:Email">
         <sequence>
            <element name="bccAddresses" minOccurs="0" maxOccurs="25" type="xsd:string" nillable="true" />
            <element name="ccAddresses" minOccurs="0" maxOccurs="25" type="xsd:string" nillable="true" />
            <element name="charset" type="xsd:string" nillable="true" />
            <element name="documentAttachments" minOccurs="0" maxOccurs="unbounded" type="tns:ID" />
            <element name="entityAttachments" minOccurs="0" maxOccurs="unbounded" type="tns:ID" />
            <element name="fileAttachments" minOccurs="0" maxOccurs="unbounded" type="tns:EmailFileAttachment" />
            <element name="htmlBody" type="xsd:string" nillable="true" />
            <element name="inReplyTo" minOccurs="0" type="xsd:string" nillable="true" />
            <element name="optOutPolicy" type="tns:SendEmailOptOutPolicy" nillable="true" />
            <element name="orgWideEmailAddressId" minOccurs="0" maxOccurs="1" type="tns:ID" nillable="true" />
            <element name="plainTextBody" type="xsd:string" nillable="true" />
            <element name="references" minOccurs="0" type="xsd:string" nillable="true" />
            <element name="targetObjectId" type="tns:ID" nillable="true" />
            <element name="templateId" type="tns:ID" nillable="true" />
            <element name="templateName" minOccurs="0" type="xsd:string" nillable="true" />
            <element name="toAddresses" minOccurs="0" maxOccurs="100" type="xsd:string" nillable="true" />
            <element name="treatBodiesAsTemplate" type="xsd:boolean" nillable="true" />
            <element name="treatTargetObjectAsRecipient" type="xsd:boolean" nillable="true" />
            <element name="whatId" type="tns:ID" nillable="true" />
         </sequence>
      </extension>
   </complexContent>
</complexType>

Salesforce Check Permission Set in Custom Button

Biswajeet   July 13, 2016   No Comments on Salesforce Check Permission Set in Custom Button 
{!REQUIRESCRIPT("/soap/ajax/32.0/connection.js")}

var result = sforce.connection.query("SELECT Id FROM PermissionSetAssignment WHERE PermissionSet.Name = 'Sample_Permission_Set' AND AssigneeId = '{!$User.Id}'");
var psAssignment = result.getArray("records");

if (psAssignment.length === 1) {
    //Write your logic
} else {
    alert('You don't have access to this feature.');
}

Custom Clone Button in Salesforce

Biswajeet   October 25, 2014   No Comments on Custom Clone Button in Salesforce

Salesforce provides Clone functionality for some standard objects(Standard Clone button), However some standard objects do not have this button. For this purpose of cloning we will need to create custom button that will perform the functionality of cloning.

This cloning functionality can be achieved by writing a javascript for this custom button.

As an example lets create a custom button “Clone” on Account object that will clone the record.

Simply override your custom button “Clone” with the following javascript and you will have your custom Clone button that functions exactly like standard clone button

{!REQUIRESCRIPT("/soap/ajax/22.0/connection.js")} 
window.parent.location.href="/{!Account.Id}/e?&clone=1&retURL=/{!Account.Id}";

Note: retUrl specifies the location where you want to be on press of back button.