While it may not have been the most efficient use of my time, I learned some things that will help me when attempting similar tasks in the future.
I thought I'd share the requirement I was facing and how I accomplished it.
I needed a way to have users submit information to create a Lead but not have to manually input this data directly into Salesforce. For my own sanity, I didn't want to the process of inserting records to be too labor intensive.
How I Did It
I started by creating a Google Form with the information I wanted to gather. Then, I went into the form responses spreadsheet and added a few more columns.
In these columns, I put a HYPERLINK() formula that would create a link into which values entered in the form would be passed as parameters.
The result? With a single click of the link I can create a Lead or Task in Salesforce with information that was entered into the Google Form.
The concept can be used in a variety of ways.
If you'd like a more in-depth explanation, check out the steps here.
PS - I love using Clarify to document my process, as shown in the link above. If you haven't checked it out and find yourself sending screen captures on a regular basis, do! This post wasn't sponsored and I'm not being compensated. I just love their product.
|Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking.
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