Creating custom Create Proposal links in Salesforce

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

Select the applicable tab for your edition of Responsive.

• 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.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.