Archive for September, 2007

Kelly & Nick in Plymouth

September 28th, 2007 by James Sullivan | No Comments | Filed in Blog

He-Man

September 25th, 2007 by James Sullivan | No Comments | Filed in Blog

Reuniting tigers with their caretakers of years past [video]

September 21st, 2007 by James Sullivan | No Comments | Filed in Blog

New neighbor: Rooster.

September 15th, 2007 by James Sullivan | No Comments | Filed in Blog

New neighbors are moving in… I live near Tufts university so a lot of it is college students. This time we have a new kind of neighbor. Someone moved in with a rooster. They don’t just make noise at dawn, they make noise basically up until 11:00 when it’s overcast outside.

The area is pretty dense, so they must be keeping it under a porch or in their house – there’s no space outside for an animal. Here’s the layout:

20070915_me_rooster.png

Update: Based on us walking around and listening, we think it’s in the garage directly under our bedroom window.  Unfortunately through my searches online I’ve yet to find some reasoning to use in asking them to remove the rooster.  Any ideas?

Auto-Populate Email Template on “Send an Email”

September 13th, 2007 by James Sullivan | 3 Comments | Filed in Salesforce.com

If you have a collection of just a few really common emails that are sent repeatedly to numerous customers and prospects, you are likely using the email templates functionality. If you get complaints about how long it takes to pick the template from the pop-up window, I have a solution for you…

You can create a “Send an Email” button that pre-populates a specific template into the form. This means you could have your existing “Send an Email” button plus a “Send Reminder Email” and have the form automatically populated with the “reminder” template.

To start, pick a template that you would like to use. Navigate to Setup > Communication Templates > Email Templates and then open the template you would like to use. In the URL / Address bar locate the Salesforce.com ID of the template. In case you’re not familiar with the Salesforce.com IDs, it should be a 15 character ID that starts “00″ and ends with some alpha-numeric characters. Here is one of my template URLs with the Id underlined for illustration:
https://na4.salesforce.com/00D40000000yz5a?setupid=CommunicationTemplatesEmail

Once you have the ID, go to a Lead or Contact and click your old-fashioned “Send an Email” button:

20070913_send_an_email_button.png

Once the email composition page loads, copy the full URL of the page. It should look something like this:

https://na4.salesforce.com/email/author/emailauthor.jsp?p2_lkid=00Q6000000zzTI2&rtype=00Q&retURL=%2F00Q9000000DytI2

With both the template ID and the URL for the “Send an Email” page, we are ready to create our custom button. Navigate to Setup > Customize > Activities > Task Buttons and Links and press the “New” button to… create a new button. :)

20070913_create_special_button1.png
The new button needs to be created specifically for the screen we will place it. In this example we will use a lead. Paste your “Send an Email” URL that you acquired in the previous step. Now, replace the two Salesforce.com IDs in the url with the string {Lead.ID}. When the button is placed on the screen, this will make it always link back to the lead screen from which you clicked the button. Append the string “&template=” and then the ID of your email template to the end of the URL. This will now default the button to that template which you picked before.
The full URL in my case now looks like this:

https://na4.salesforce.com/email/author/emailauthor.jsp?p2_lkid={!Lead.Id}&rtype=00Q&retURL=%2F{!Lead.Id}&template_id=00D40000000yz5a

Press the “Save” button to save your work and create your shiny new button.

Navigate to Setup > Customize > Leads > Page Layouts to add this new button to a page your user can see. Edit the layout where you want it placed. Click to select the related list at the bottom for “Activity History” and then click “Edit Properties” button. This will give you a pop-up configuration window where you can add your button to the header of that related list. At the bottom of the pop-up window is the section you need:

20070913_add_button_to_related_list.png

Move your new button into the “Selected Buttons” list, click “OK” on this window, and then save your page layout. You should have a button now on your Lead page that auto-populates with the template you desire.

  • Author

    Here you can provide some author or blog infomation.