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.
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
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.