No matter your industry, it’s important to be in touch with your customers on a regular basis. Regular touch-points allow you to nurture incoming leads, earn repeat business, and keep customers in the loop while you resolve issues or get answers to their questions. Because it is so crucial, you want it to be as fast and easy for your users as possible, so you may have already created powerful call lists with Reports or List Views. The problem with these, however, is that they still require quite a few clicks: into the record, the Log a Call button, Save, then navigating back to the list. Wouldn’t it be nice if you could just click a button, Log the call, then Save and be redirected back to your call list? I’ve got a simple solution for you!
You may recall that Salesforce Formula Fields can do a lot more than math. They can also be used to display images and create dynamic hyperlinks. By using a hyperlink formula alongside some simple URL hacking, you can create a field that will let you know if a call is required, click into it to immediately log a call, and when you save, be directed straight back to the list. The code is mostly copy/paste and easy to modify to meet your team’s needs. Just replace who_id for what_id if you’re working with anything other than Contacts or Leads, and replace the retURL parameter with a link to your Report or List View. What’s more, a little simple dev work can take it to a whole new level. Give it a try today!
IF( TODAY() - LastActivityDate < 7,"DONE!",
HYPERLINK("/00T/e?title=Call&who_id="& Id &"&tsk5=Call&followup=1&retURL=%2F003?fcf=00BE0000001VaYc", "Call","_self" ))
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.