• Skip to main content
StarrDataStarrDataStarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 2

By Darren Starr
Facebook
Twitter
Twitter

In part 1, we covered deciding what kind of Salesforce Custom Report you need to run and what information should be included.

Salesforce Custom Reports, Salesforce Custom Links, StarrForcePart 2 will cover adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links.

Adding filters to your Salesforce Custom Report:

Once you have the Salesforce Custom Report looking the way you like it, but before saving it, open a new tab in your browser and navigate to an Account that has Opportunities with Contact Roles. When viewing the Account, copy the Salesforce ID from the URL (the URL will look like this without the quotes: “https://na10.salesforce.com/001F000000fAJl1”. The Salesforce ID is the string of text after the slash / like this: “001F000000fAJl1”).

Back at your report; use the “Add” button in the “Filters” section to add an advanced filter. For the “Field” value, select “Account ID”. Leave the “Operator” (middle picklist) at “equals” and paste your Account ID from above into the Value (third field). Click OK and then run the report. You are now seeing the report as if it was run from the Account where the Custom Link you will be creating will be placed.

Save your Salesforce Custom Report and getting it ready for Salesforce Custom Links:

If everything looks good, go ahead and save the report. You may want to add “Dynamic” (or “DYN” if you are short on characters) to the report name so you can easily spot reports that are used in Custom Links. To ensure that the report does not get modified, be sure to save it in a folder that has “Read Only” access. Otherwise, your users may inadvertently save over this report and possibly break your link. You also need to ensure that you save it in a folder that your users can access.

Once saved, open the report or use the “Save & Return to Report” button. Now we need to adjust the advanced filter we created so the report will work with our Custom Link. Customize the report and hover your mouse over the “Account ID equals 001F000000fAJl1” filter and click the “Edit” link that pops out. Clear the ID from the right field so it just shows “Account ID equals”, click OK, run the report, save it and return to the report one more time.

The report should now be showing no records (unless you have managed to create Opportunities without associating them to Accounts) which is what we want. Now we need to copy the ID of the report from the URL but we need to add the slash /. The URL will look like this without the quotes: “https://na10.salesforce.com/00OF000000407ps”. You only need to copy the last section like this without the quotes: “/00OF000000407ps”.

In part 3, we’ll cover creating Salesforce Custom Links, naming your link, and directing your Salesforce Custom Links to the information you want to see.

Looking for more ways you can optimize Salesforce?  Check out our Salesforce Optimization service.

 

Posted in Cloud Computing, CRM, Salesforce Best Practices, Salesforce.com

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.