Comments on: Initiating Actions from Reports

By: Steve

Steve — Mon, 23 Aug 2010 19:34:03 +0000

This became a series of posts, and these are the only processes I mapped in detail.

By: PAUL

PAUL — Mon, 23 Aug 2010 19:32:36 +0000

Sreve, thanks for reply…. I was recently pointed to the post where you mapped the donor process and in that post you mentioned this was the first of several posts in which you were going to map the common non profit processes… from what you say these were the only ones mapped/posted.

By: Steve

Steve — Mon, 23 Aug 2010 13:59:15 +0000

I’m not sure which post you mean. I think the donor management processes are the only ones I mapped out. http://gokubi.com/archives/what-ive-learned-about-donor-management

By: PAUL

PAUL — Mon, 23 Aug 2010 07:45:38 +0000

I saw a post from steve that started to map some of the key non-profit business processes and noted at end this was to be continued. I have searched and not found any more… anyone know if there are more and if so where they are… thanks

By: Make your Salesforce Reports Actionable « Echo Lane

Make your Salesforce Reports Actionable « Echo Lane — Thu, 29 Apr 2010 16:29:41 +0000

[...] tip from GoKubi, is an oldie, but [...]

By: TJ

TJ — Wed, 23 Sep 2009 02:07:45 +0000

Is there a way to add a validation box to the delete function? For example, when you click most delete links or buttons in SF, you’ll be prompted with a box asking you if you’re sure you want to delete the record. This formula is awesome, but I’m worried that the delete button will be clicked on accident when someone goes to click edit, and the record will be deleted.

By: Kiran

Kiran — Fri, 11 Sep 2009 10:36:07 +0000

it works really good..thanks

By: Brendan Lally

Brendan Lally — Wed, 10 Sep 2008 22:05:13 +0000

Duh! I had set it up as New field, Text, formula, Hyperlink
needed 2b New Field, Formula, Text, Hyperlink

Lal

By: Brendan Lally

Brendan Lally — Wed, 10 Sep 2008 20:34:18 +0000

I am creating an example the same as yours on a custom object.
I am creating a custom field, type text, size=250 and then using
HYPERLINK(“anywhere” , “Do stuff”)

I am getting Error: Function HYPERLINK may not be used in this type of formula

any ideas?
in developer edition

Lal

By: Ksenya

Ksenya — Tue, 26 Feb 2008 22:21:39 +0000

This is really awesome, thanks for the tip!

By: Steve

Steve — Tue, 30 Jan 2007 20:16:37 +0000

Yes you could. Just create a formula field on Activities and use the WhoId field, which will be either the Contact Id or the Lead Id of the person the Activity is related to. The link you create will only show on the detail page of the task. To get all Winter ’07 on it, you could create a button on the Task that calls the URL. Then each Task would have Edit | Delete | Add Contact to Campaign as buttons across the top. Check out the Winter 07 documentation to try that out.

By: Andy

Andy — Tue, 30 Jan 2007 20:11:55 +0000

I think this is great. However, I have a slightly different question. We’re trying to manage everything from within the Tasks.

Is there a way to use the above to allow a user to update Member Status from within a Task? They want to avoid any extra mouse clicks, such as going to the Contact/Lead record and clicking Edit on the Campaign listed in their Campaign History.

Thank you

By: Steve

Steve — Fri, 26 Jan 2007 23:46:00 +0000

If you set up the Add to Campaign button like it’s shown above, it should drop you on the choose member status page.

By: Jeremy

Jeremy — Fri, 26 Jan 2007 21:11:31 +0000

Nice work on this one! – I’ve got it up and running. I’m trying to create the same but the URL I actually want to go to when I click the link is the next step, to assign the member status.

How would I do this?

By: Steve

Steve — Fri, 29 Sep 2006 15:00:49 +0000

Glad you found the post helpful! I agree, users are a great source of tips and cool ideas.