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Creating custom Create Proposal links in Salesforce

Overview

Contact support@responsive.io to access this feature or request enablement.

The custom link feature allows building of a unique direct link enabling the creation of proposals from Salesforce.

Creating custom Create Proposal links in Salesforce

  1. Login to Salesforce and copy the URL until .com.
  2. Go to Setup. Click Customize under the Build category.
  3. Expand the Opportunities object type and click Buttons, Links, and Actions.

    Note: Alternatively, you can also create custom buttons for Accounts and Leads.
  4. Click Create New Button or Link.
  5. Enter the below values in the fields provided:

    Label

    Create Proposal

    Name

    Create Proposal

    Description

    Create Proposal

    Display Type

    Choose Detail Page Button

    Behavior

    Choose Display in existing window with sidebar or header

    Content Source

    Choose URL

    Select Field Type

    Choose Opportunity (similarly for Accounts and Lead)

    Insert Field

    Choose Insert Merge Field

  6. Modify the copied URL as shown below:
    1. Sample URL: https://na85.salesforce.com/
    2. Modified URL: https://na85.salesforce.com/apex/CreateNewRfpioProposal?ObjectId={!Opportunity.Id}
  7. Add the modified URL in the box and click Save.
  8. Click OK.
  9. Customize the layout:
    1. Click Opportunity Tab and select an opportunity.
    2. Click Edit Layout.
    3. Select Buttons in the left panel. Drag and copy the Create proposal button in the space provided below for Custom Buttons.
    4. Save the layout. The Create Proposal button will display as shown below:
  10. Click the Create Proposal button to create the proposal.

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