I have a button on our customer community to link to the scheduling page. We want to be able to pull data about the logged in user (their Account Name) and send it via to scheduling URL to YCBM to ensure it is accurate.
This was YCBM's advice as to what that link might look like:
The link might look like https://operations-test.youcanbook.me/?FNAME=FirstName
where the FNAME is YouCanBook.me's tag and FirstName is the Salesforce Community tag
When using this documentation - https://help.salesforce.com/articleView?id=custom_links_constructing.htm&type=5
it seems that the Account Name format should be {!Account.Name} but if I use the curly brackets, I get an HTTP error (Invalid character found in the request target [/?ACCOUNTNAME={!Account.Account.Name}]. The valid characters are defined in RFC 7230 and RFC 3986). If I remove them, the Account Name field in YCBM is being populated with !Account.Name, not the actual account name.
Does anyone have suggestions as to what I should be putting after the = sign for the Salesforce field to get this to work correctly?
7 respuestas
FYI - I received this answer from Joe Morse of Salesforce and it appears to be just what I needed:
The User object is what the context should have. I do know that things like {!CurrentUser.firstName} work in rich content components and elsewhere. And for users with a community license, then {!CurrentUser.accountId} should work, but then you just get the ID, not the name.
BTW - One thing you CAN do is use Lightning Flow to look up the User-Contact-Account relationship and create data & make callouts. It may be more involved, but you get a LOT of power with it. And there's a free AppExchange package called the Lightning Flow Sample Pack that contains an example of this (register product)
