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Tip of the Week

Tip of the Week – Use Custom Buttons to Save Your Sales Team Time

Speed and efficiency are essential for just about everyone using Salesforce. Whether you are pursuing a new sale or just trying to get back to a client, you need to move quickly and not get bogged down with multiple records and manually populating fields. Keeping logs of calls is a common practice that, while important for metrics and historical knowledge, can be a little inefficient. However, we have a solution for that! All you have to do is use the following URL hack as an example to create a custom button that will automatically create a “Left Message” task record with the information you need pre-populated.

/00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id}&who_id={!Lead.Id}&what_id={!Lead.Id}&tsk5=Left+VoiceMail&tsk6=Left+a+voicemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!Lead.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()+2}

For a step by step guide on creating custom buttons using URL hacks, click here! Just follow those steps, using the new code above and streamline your process!

-Ryan and the Salesforce Guys

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