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
-
Login to Salesforce and copy the URL until .com.
-
Go to Setup. Click Customize
under
the Build category.
-
Expand the Opportunities object type and click
Buttons, Links, and Actions.
Note: Alternatively, you can also create custom buttons for Accounts and Leads. -
Click Create New Button or Link.
-
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
-
Modify the copied URL as shown below:
- Sample URL: https://na85.salesforce.com/
- Modified URL: https://na85.salesforce.com/apex/CreateNewRfpioProposal?ObjectId={!Opportunity.Id}
-
Add the modified URL in the box and click Save.
- Click OK.
-
Customize the layout:
- Click Opportunity Tab and select an opportunity.
-
Click Edit Layout.
-
Select Buttons in the left panel. Drag
and
copy the Create proposal button in the
space
provided below for Custom Buttons.
-
Save the layout. The Create Proposal button will display
as shown below:
- Click the Create Proposal button to create the proposal.