Thoughts on technology and innovation
Adam Carey, Senior Consultant
The other day I was working with a client who needed to log an activity for a contact record, and it wasn’t a “call.” Staff was confused by the “Log a Call” button. Although it’d be great to simply update this button’s label the Spring ‘13 version of Salesforce does not support the relabeling or modification of this button. Instead, we suggested removing the button and replacing the button with a custom one. Here’s how to do it!
Step 1: Create a new custom Task Button
cs10 org server locationtitle= “subject” of task
who_id= who the task is assigned to (Person Account)
what_id= what account the task is assigned to (Account)
retURL= after save, the record you’d like to return to
Note: Separate each variable with the ampersand (&)
Other variables you can use in this string as well:
tsk4= due date of the task
tsk6= comments of the task
tsk10= type of task, if enabled in your org
tsk12= status of the task
Step 2 - Place button on the appropriate related list
Step 3 - Test and use!
Now that you know how to create custom buttons, you should be able to offer staff many more options to log specific types of tasks quicker. Good luck and happy configging!