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In a webinar installment of our Salesforce Admin Hack Series: Account Object, Michael Farrington of RingLead and Jarrod Kingston of Appirio, shared hacks and snippets of code around the Account Object in Salesforce. Here’s a look at what was covered.

Merge Account Button

The objective here is to provide a shortcut to the merge account screen while simultaneously pre-populating the search string.


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Sneaky Related List Action Links

<apex:includescript value="/soap/ajax/19.0/connection.js">
        sforce.connection.sessionId = "{!$Api.Session_ID}";  
        var update_Case = new sforce.SObject("Case");
        var CID = &#39;{!$CurrentPage.parameters.RecId}&#39; ;  
        update_Case.Id = CID; 
        update_Case.Status = &#39;Escalated&#39;;
        var updateRecords = [];  
        updateRecords.push(update_Case) ;  
        var result = sforce.connection.update(updateRecords);  
        window.location.href = &#39;/{!$CurrentPage.parameters.AccId}&#39; ;  
</script> </apex:includescript>

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Account Report Link

/{REPORT ID HERE}?pv0={!Account.Id}

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Email Link


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Record Type Switch

var acctObj = new sforce.SObject("Account"); 
acctObj.Id = &#39;{!Account.Id}&#39;; 
acctObj.RecordTypeId = &#39;012i0000000jp9j&#39;; 
var result = sforce.connection.update([acctObj]); 
if (result[0].success==&#39;false&#39;) {
} else {

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Edit Links in Reports

HYPERLINK(&#39;/&#39; & Id & &#39;/e&#39;, &#39;edit&#39;, &#39;_blank&#39;)

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Watch the full webinar:

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The author:

RingLead offers a complete end-to-end suite of products to clean, protect and enhance company and contact information, leading to improved organizational efficiency, reliable business intelligence, and maximized ROI on CRM and marketing automation investments.Since 2003 RingLead has helped solve the dirty data problems of large enterprises, Fortune 500 companies and small businesses across the globe.