Common URL hacks used in Salesforce Classic are not available in the new Lightning Experience. Learn how to leverage Quick Actions to replace these URL hacks and develop Lightning ready replacements for your users on Classic, Lightning and Salesforce1.
3. Forward-Looking Statements
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of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
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recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
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Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
5. What is a URL hack?
The phrase URL hack describes a method for crafting a special hyperlink or script and exposing it
via button or formula field.
These specially crafted hyperlinks often used to provide additional functionality and automation to
end-users.
Examples:
• Setting record types for newly created records.
• Pre-populating values on child records created from parent.
• Sending emails with a specific template IDs.
6. Example from the Success Community
Admin needed to streamline creation of renewal opportunities from Account detail page.
Organization uses multiple opportunity record types.
New records must be created with a specific record type and pre-set values for other fields.
Prompting / end-user selection of record type is confusing and error prone.
7. Create custom detail page
button
Look at HTML code of
Opportunity page to identify
key field IDs
Add field IDs and values to
button URL
Expose to users via Page
Layout
How it might be solved today
URL “Hack” implemented as a custom detail page button
8. The drawbacks when using URL hacks.
Not officially supported by Salesforce.
Difficult to modify and/or maintain.
No native admin UI -- limited to editing a formula or URL
string.
Do not work in Salesforce1 or Lightning Experience!
10. Released Winter ’16
Continually enhanced and
improved since initial
introduction.
Feature parity between LEX
and Classic are getting
closer with each release.
Welcome to Lightning!
11. Start building compatible solutions now!
Lightning Experience IS the Future
As Admins, we need to build Lightning friendly solutions today.
Learn the new tools and technologies available to Admins.
Prepare our business users to make the switch.
This Way
To The
Future
12. What are Actions in Salesforce?
Actions are Admin defined productivity enhancers!
They allow user to streamline the creation of related records,
can be configured to set default values on new records and
are available for use in Classic, Lightning and Salesforce1.
Chatter must be enabled in order to use Actions in Classic.
Two primary types of actions:
Global Actions
Object Specific
13. Global actions are available
for use from any feed
enabled page.
Add common actions to
Global Layout to make them
accessible on all Feed
enabled pages.
In Classic, this includes the
Home tab, Chatter tab,
object detail records.
Global Actions
14. Create records that are
automatically associated
with other records.
Commonly used to create a
contact or opportunity from
an account.
Available in Classic via the
Chatter Publisher.
Object Specific Actions
15. Making Actions Available to Users
Making Global Actions Visible:
Setup > User Interface >
Global Actions
Define New Action
Add to Global Publisher
Layout
Assign Layout to User
16. Setup > Object Manager >
Object
Buttons, Links, & Actions
New Action
Add to Page Layout
Assign Layout to User
Making Actions Available to Users
Making Object Specific Actions Visible:
18. Example from the Success Community
Admin need to streamline creation of renewal opportunities.
Business users want the ability to create these from the Account detail page.
Organization uses multiple opportunity record types.
New records must be created with a specific record type and preset other field values.
Prompting / end-user selection of record type is confusing and error prone.
19. Demo – Create the Action
In Classic – enter setup and navigate to
Customize > Accounts > Buttons, Links and
Actions
New Action
Set Action Values – type, target object, record
type and define custom label.
Save.
Add an Action that creates an Opportunity with a specific record type.
20. Demo - Extending the Quick Action
Extend the previous example to set additional
values on the new Opportunity.
Supply default values for fields on the newly
created record.
Enter Setup > Object Manager > Account >
Buttons, Links and Actions
Setting the Record Type was great but what about….
21. In Classic – enter setup and
navigate to Customize >
Accounts > Page Layouts
Edit Page Layout
Scroll to ‘Quick Actions’,
locate the ‘Create Renewal’
action and drag to ‘Quick
Actions in the Salesforce
Classsic Publisher’ section
of the page layout.
Save Changes and Open
Account Detail Page
Demo – Add Action to Page Layout in Classic
22. Demo - Actions in Use
Open Account detail page
Expand the Feed
Create Renewal should be listed in the
publisher.
Classic
23. Open Account detail page
Look for ‘Create Renewal’ in
Action bar.
Demo - Actions in Use
Lightning
24. The Create Renewal pop-up
will appear and display the
fields saved in the Action
Page Layout.
Demo - Actions in Use
Lightning
26. Demo - Accessing Actions in Salesforce1
Action in Salesforce1 are listed along the bottom of the App!
Items added to page layout are automatically available here if:
Added as first item in Classic
Added to Lightning and Salesforce1 Actions
27. Demo - Accessing Actions in Salesforce1
The previously created
action is now accessible on
the Account detail page in
SF1!
28. Demo - Accessing Actions in Salesforce1
Salesforce1 Users Now
Have Access to the Same
Action!
Admins have a single place
to go to manage and
maintain this going forward.
30. Additional Resources
Trailhead Modules
Salesforce1 Mobile Basics
App Customization
App Customization Lite
Chatter Basics
Implementation Guides:
Quick Actions Implementation Guide
Salesforce Developer Blog:
Take the First Steps: Ways You Can Replace JavaScript Buttons
Key Takeaway:We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.
Talk Track:
Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
Predefined quick-actions already exist in Salesforce today to facilitate the creation of top-level records such as Accounts, Leads, and Tasks.
Predefined actions include items such as:
Post
File
New Event
New Task
Log a Call
Poll
Add common actions to Global Layout to make them accessible across the org.
Object specific actions allow the creation of event, task and object records with master detail or lookup relationship to the parent object. Partial list of standard objects include:
Account
Contact
Case
Lead
Opportunity
Add object specific actions to the applicable page layout to make them accessible to users.
Switch to Lightning UI/ Enter Admin Mode and review current Action values