gokubi.com

When you’re researching constituents (donors, community leaders, politicians) you’re probably using the web. Google is now a verb, for heaven’s sake. But if you find juicy tidbits, it would be nice to add that info to a person’s record in Salesforce, where it will become part of your complete picture of them. So I created a simple bookmarklet that will grab what you’re looking at and open a create new Task form already populated with what you’ve highlighted on the page.

Drag this to your bookmarks toolbar.

After creating the bookmark, you’ll have to change two things in the URL:

• Use the right na# at the begining of the URL
• The first field passed is the URL field. Tasks don’t have a URL field. This bookmark will work without one, but won’t capture the URL anywhere. You’ll have to create a URL field and put it on the page layout. Then get the form field name (which will be a nasty guid) and replace it in the bookmarklet to correctly record the URL in the task

To find the guid for the field name, you can use a cool tool that Ron Hess pointed me to a while back.

In Firefox go to Salesforce.com and hit a New Task button on an Account. When the edit form for the task loads up, go to Tools | Page Info in your browser. Hit the Forms tab and it will list all the forms on the page. You care about the EditPage form. Select that and it will list all the form fields. One will be labeled whatever you named the custom URL field, but will have a guid for a name. Grab that guid and put in the bookmarklet, replacing the guid right after salesforce.com/00T/e?.

Once you get it working, you can prepopulate a new Task form with web information. Then just relate that task to a Contact and/or another object and save. Your web research is then in Salesforce.com. Easy as pie!

This entry was posted on Thursday, March 22nd, 2007 at 3:38 pm and is filed under CRM, Technology. You can leave a response, or trackback from your own site.