Today, I made tracks in putting an end to something that has irritated me for 3+ years. It’s a good day.
Daily, I get emails like this: “Can you look at Opportunity 123? Something is wrong with it.”
After banging my head against my desk, I kindly reply “Would you mind sending me a link to the specific record you are viewing? Just copy and paste the url/webpage from your browser window. That way, I can make sure I’m viewing the exact same record that you are, since some have the same name.”
I’ve gotten a handful of my users trained to include the url in their initial email. But, the majority don’t. And I’m sure some of them aren’t quite sure how to copy/paste the url in the first place.
I needed an easy button.
It was a great idea, but unfortunately since it uses the standard mailto links, it opens the email in Outlook.
We use Google Apps for the Enterprise and I wanted the button to compose a new message to a specific email address (that we use for requests like this) in Gmail and fill in the Record Id. I also wanted to populate the subject line.
To get my parameters right, I referred to this example. (eg: I discovered that “&SUBJECT” wasn’t passing correctly. The example showed me that I had to use “&su”.)
Finally, I had a working button.
Here’s what happens when I click on it:
Passing the Parameters
In order to pass the recipient address, subject line and default body text, I had to do the following:
Recipient address: ‘&firstname.lastname@example.org’
Subject Line: ‘&su=My Subject Line’
Body Text: ‘&body=My text.’
To include the link the Salesforce record, I added (location.href), which was noted in @SFDC_SteveMo’s example.
Here’s the code in full:
I currently have the button as a Detail Page Link. I may change it to a Detail Page Button in the future.
Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
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