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#Custom URL Button0 discussing

I need help with some account object links while moving to Lightning.  They link to reports saved with an Account ID filter of null. The link opens the report, populates the Account ID of the account you clicked from, and displays the report results.

 

https://jfw.my.salesforce.com/REPORTID?pv0={!Account.Id}

 

We have several and they all work perfectly in Classic. They do NOT work in Lightning. In lightning, the report is loaded but the account ID is not passed to the report filter as in classic.

 

How can I make these work in Lightning and classic? Any thoughts are appreciated!  

 

#Lightning Experience  #Custom URL Button  #URL Link  #Salesforce

7 answers
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Don't judge but we are still using classic. I have a handful of Custom Buttons on Accounts and Leads. It's my understanding that it's best practices to convert these to Quick Actions for lightning. I've done this and they seem to work. 

 

Here's my question.... When I am in classic I only see the buttons, when in Lightning I see both. Is there a way I can edit the page layout etc so that I only see the Actions when I am lightning?

 

It would be MUCH simpler to just leave the custom buttons. What are the downsides to this?

 

#Lightning Experience  #Quick Actions  #Custom URL Button

2 answers
  1. Feb 26, 2024, 7:20 PM

    To remove one of the buttons while in Lightning Experience, you can remove the button from the Salesforce Mobile and Lightning Experience Actions section. This enables the custom button that works both in Classic and LE to be shown just once. 

    As an alternative way, you can conditionaly render specific buttons by editing the Lightning Record Page: https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_visibility.htm&type=5

    Keep in mind that only custom buttons that execute javascript code are not supported in Lightning Experience

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Hello Trailblazers,

 

I want to send a flow when a custom button is clicked on a case record. I am getting the attached error message when I click the close button. I think the button URL is the issue

The flow is active

The flow is named [FLOW] Case Clsure Email

The CaseId variable is VarT_CaseID

 

Where am I going wrong?

 

Thanks Trailblazers

 

#Flow  #Custom URL Button

3 answers
  1. Feb 15, 2024, 3:56 PM

    Which one, your debug log shows no errors? Are you testing this in the sandbox? If so, is your email deliverability turned on for the sandbox?

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I have created a custom clone button to clone the case record. While cloning i want to populate the parentId field with case.id from where we are cloning the case. Have written this but not working. Any help is appreciated!

 

/{!Case.Id}/e?clone=1&defaultFieldValues=ParentId={!Case.Id}

 

#Case #Service Cloud #URL Hack #Custom URL Button

6 answers
  1. Jan 30, 2024, 5:00 PM

    @Tanmay Choudhari this is not available for Lightning Experience, you will have to use either a Lightning Component or a Flow to do this, not a button with a custom URL.

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Hi,

I have created a button on the User object with a URL link. I have added the button to the Page layout and also the Lightening Record page but its not showing when I look at a user record.

I created a similar button on a custom object and it works fine.

See screen shots attached.

Is it a permission issue ?

Thanks in advance, Mark

#Custom URL Button

3 answers
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I just posted this as a question in the "Answers" area, but don't know a way to tag a specific group or person in a question. I thought that people in this group would be likely to know the answer to this question: What is the correct format for a custom Visualforce link after My Domain enabled? Please see my original question for more details on the specifics and answer there. Thank you!

 

https://success.salesforce.com/answers?id=9063A000000iioaQAA#!/feedtype=SINGLE_QUESTION_DETAIL&dc=Configuration_Data_Management&criteria=OPENQUESTIONS&id=9063A000000DxpCQAS

 

Thanks for your help!

 

@* Salesforce Administrators * @NYC Nonprofit Community Group 

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Hallo,

ich habe eine Frage zu einem Custom Detail Page - URL Button. Diesen möchte ich verwenden um eine Email zu versenden, vorgefüllt mit Empfänger, Template etc. Lässt sich auch der Absende voreintragen? Bisher habe ich das Internet durchwälzt, konnte jedoch nichts finden. Bisher schaut dieser so aus:

 

/_ui/core/email/author/EmailAuthor?p3_lkid={!Case.Id}&retURL={!Case.Id}&p2_lkid={!Case.ContactId}&template_id=00X6E000000VyNI

 

Liebe Grüße

Lisa

1 comment
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Because I want Publisher Actions to be totally awesome, I voted for this Idea and hoping you'll give it some love. :)

https://success.salesforce.com/ideaView?id=08730000000l0VuAAI
1 comment
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Built two new custom URL buttons today. God, I love those! They still have a place in the tool kit because Tasks are still not a very WF/PB friendly "object". And the get easier and easier the more I make them. I hope that's what VF will be like once I get a handle on that!
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Just built a custom Task CLONE button! The internal sales guys think it's magic. LOL! I spent the last 3 weeks trying to get PB to do this and finally gave up and built the clone button. In less than an hour - voila! I will say this: the tsk has to be lower case. I tried using upper case (Tsk) and it wouldn't work. As soon as I replaced it with a lower case t (tsk) it worked like a charm.

Here's my code in case anyone wants to reference it.

/{!

Task.Id

}/e?clone=1&tsk2=&tsk2_lkid=&retURL=%2F{!Task.What}&cancelURL=%2F{!Task.What}&

RecordType=012a0000000AW0I&

00Na000000BRyck={!Account.No_of_Beds__c}&

00Na000000BRycp={!Account.No_of_Doctors__c}&

00Na000000BRycz={!Account.Type}&

00Na000000BRycu={!Account.Software__c}&

00Na000000BRycf={!Account.BillingState}&

tsk12=Not+Started&

tsk4=&

00Na0000002fC1i=&

ent=Task

4 comments
  1. May 20, 2015, 12:48 PM

    SOQL Limits shouldn't be an issue because the button is only creating one record at a time - you can't force it to create 100. You are querying a few different objects at once, but well within the limit.

    If you feel like trying flow, here is a good writeup as well about how to do something similar using flow and a button

    http://salesforceyoda.com/2015/04/08/i-wanna-flow-clone/
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