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Integration-Salesforce-ui-integration

UI Integration

Using this way of triggering JavaScript actions and automation directly from Salesforce, it is possible to provide the real Salesforce users with workflows to simplify their work. The advantage of this is that Salesforce users know directly which workflow has been started, as compared to workflows that run hidden in the background.

1. Create a new custom link / button

  • -  Click on the Settings Context Button and Click on "Edit Object"
  • -  Navigate to "Buttons, Links and Actions"
  • -  Add "New Button or Link"

You can fill the dynamic input fields with Salesforce variables: 
https://e.customjs.io/1s333Gjgc?opportunityId={!Opportunity.Id}
Setup -> Edit Object
Setup -> Edit Object

Setup -> Edit Object
Setup -> Edit Object



2. Add custom link to Salesforce layout

  • -  Click again on the Settings Context Button and Click on "Edit Object"
  • -  Navigate to "Page Layout"
  • -  Select the correct layout
  • -  Drag your new custom link into the section provided for it
  • -  Don't forget to save, it's a little bit hidden in the top left corner
    Setup -> Edit Object
    Setup -> Edit Object

Use your new actionable link to automate certain actions from Salesforce using a CustomJS function.

Salesforce Custom Link
Salesforce Custom Link

Use Cases

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