Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
  • Home
  • About Me
    • Testimonials
    • Resources
  • Process Builder
  • Salesforce Flow
  • Pardot
  • Apex
  • Training Details
    • Salesforce Administrator
    • Salesforce Advanced Administrator
    • Platform App Builder
    • Lightning Flow
    • Pardot
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Hands-on Excercises
  • My Books
  • Contact Me
  • Tag: salesforce contact

    • How to create a Task from a Contact and populate Account field using a Custom Link?

      Posted at 1:49 AM by Rakesh Gupta, on June 15, 2013

      Business Use Case: – Sometimes we have the requirement to auto-populate account field while creating New Task from Contact.

      Task without Account

      Task without Account

      Solution: – Simple solution is URL Hack.

      Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links then click on button New Button & Link

      Step 2:  Label this e.g. – New Task or as per your requirement. For Display type select List button, Behavior as per your choice. For Content Source make sure to select URL

      "New Task" Custom Button Design

      “New Task” Custom Button Design

      /003/e :-“003” prefix signifying that we are looking at the Contact Object.“/e” means we are going to the edit page for a new instance of the object.

      retURL:- This is the URL to return to if the “Cancel” or “Save” button is clicked on the new Task page.

      Who_id for “Contact” & what_id for account

      Step 3:- Create URL as mentioned snapshot.

      Step 4:- Save it.

      Step 5:- Edit “Contact Page Page layout and click on open activities related list, as shown in below screen shot.

      Way to add custom button in related list

      Way to add custom button in related list

      Select Custom button “New Task ” to display on related list & Click on Ok button, Like below screenshot

      Custom Button on Related list

      Custom Button on Related list

      Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic

      Untitled

      Please share your idea/Comment to improve the content

      Posted in Sales cloud, Salesforce Certification | 4 Comments | Tagged how to create workflow in salesforce, Istest in salesforce, online trainer, salesforce, salesforce account, salesforce activity, salesforce Admin exam, salesforce administrator exam, salesforce administrator training, salesforce administrator tutorial, Salesforce Certified Sales Cloud Consultant, salesforce contact, Salesforce online trainer, salesforce order of execution, salesforce task, salesforce workflow, Salesforce.com Certified Force.com Developer, salesforce.com certified force.com developer - study guide, salesforce.com certified force.com developer exam, salesforce.com certified force.com developer questions, sfdc online trainer, URLhack in salesforce
    • Search

    • Upcoming Trainings

      Salesforce Administrator Certification
      Salesforce Advanced Administrator Certification
      Salesforce Platform App Builder Certification
      Lightning Flow & Process Builder
      Advanced Lightning Flow
      Pardot Specialist & Consultant Certification
      Sales Cloud Consultant Certification
      Service Cloud Consultant Certification
      Community Cloud Consultant Certification
    • Sponsor #1

    • Sponsor #2

    • Sponsor #3

    • Sponsor #4

    • Order Now!

    • Buy My Book

    • Buy My Book

    • Recent Posts

      • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
      • New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
      • Improve Your Data Collection Strategy with Web Forms
      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Advancing Business Operations with Salesforce and QuickBooks
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
    • Blog Archives

    • Categories

  • Information

    • About Me
    • Affiliate Disclaimer
    • Contact Me
    • Privacy Policy
  • Top Posts

    • Learning Flow
    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
  • Social Media

    • View Automationchampion’s profile on Facebook
    • View Automationchamp’s profile on Twitter
    • View Rakeshistom’s profile on GitHub