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Topics#Sales And MarketingFrage von Miika Groden
Miika Groden (Datadog) fragte in #Sales And Marketing
29. Juli 2014, 14:32

Can I make a custom button on my Activity History Section that would auto create a "logged call task" with the type of "Call - no Message Left" Automatically populated?

We are trying to streamline the way that we call our cutomers by allowing reps to log call completed task with the type "call - no message left" with one click. Does anyone know how I can do this? I would also like to do a similar button that created a completed task with the type of call - voicemail.

 

Right now we have the standard log a call buttom in that section but Iwould like the reps to not have to manually choose what type of call it was every time.

 

Any ideas?
9 Antworten
  1. Aaron DeRan (Deloitte)
    29. Juli 2014, 14:44
    Absolutely. You just need to create a custom List Button on the Activity object.

     

    Click Setup > Customize > Activities > Task Buttons, Links, and Actions > New Button or Link

     

    You need to start with the Log a Call URL which looks something like this:

     

    /00T/e?title=Call&what_id={!Account.ID}&followup=1&tsk5=Call&retURL=%2F{!Account.ID}&ent=Task

     

    You then need to hack it using the following URL hack guide:

     

    http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html
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