Adding custom buttons to Salesforce records provides direct integration to i-Dialogue portal solutions.

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Adding custom buttons to Salesforce page layouts

Login to Salesforce as a system administrator and select a Lead or Contact record to customize under settings. Click on "Buttons and Links" and create a New button. Provide a button label and configure the button as a "Detail Page Button". Set the button behavior to "Display in new window" and set the Content Source to "URL". Finally, enter the button link URL using of the formats below and apply appropriate substitions (see below).


Web Event History Button

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/ProfileWebEvents.aspx?oid={!Lead.Id or !Contact.Id}

Reset Password Button

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/ProfileResetPassword.aspx?oid={!Lead.Id or !Contact.Id}
Recommended window open settings: Height=525 Width=525.

Activate/Deactivate Portal Access

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/ProfileActivation.aspx?oid={!Lead.Id or !Contact.Id}

Campaign - Edit Email

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/CampaignEmailEditor.aspx?cid={!Campaign.Id}

Manage Uploaded Documents

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/ProfileDocuments.aspx?oid={!Lead.Id or !Contact.Id}


Start Email Auto-Responder Series (Drip Campaign)

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/StartAutoResponderCampaign.aspx?oid={!Lead.Id} -or- {Contact.Id} Recommended Window Open Dimensions: width=400px height=100px

On-Behalf-Of Authentication

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&obo=1&contactid={!Contact.Id}&go=home.aspx

File Upload Button

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/content/FileUpload.aspx?oid={!DLOG_Content__c.Id}|d=documentFolder|o=DLOG_Content__c|f=Field_Name__c,Field_Name2__c|btn=File%20Upload

oid=Salesforce record ID of associated record
d=target directory (default = "documents")
o=Salesforce Object to update upon upload
f=Salesforce fields on object 'o' to update upon upload. Separate multiple field with a comma (',')
btn=Upload button text (default = "Upload")
handler=HttpHandler page name. Example: url=document.aspx. Appended with portal document ID, as in document.aspx?oid=GUID. When not defined, a literal URL to the stored document is updated on the Salesforce record. Documents that are tracked as web events in Salesforce must define an HttpHandler URL.

Recommended Window Open Dimensions: width=400px height=100px

File upload process:
Object 'oid' is synchronized with CMS Just-In-Time.
Document is uploaded to directory 'd'. Dynamically created if it does exist.
If parameters 'o' and 'f' exist, then Salesforce object 'oid' is updated with the uploaded file name.
URL and text field types are supported. URL types are automatically formatted as URLs. Text types are updated with only the file name.

Update Property Button

http://portal.yourdomain.com/SalesforceRequestHandler.aspx?api={!API.Partner_Server_URL_130}&sid={!API.Session_ID}&go=webparts/salesforce/controls/admin/UpdateProperty.aspx?oid={!Object.Id}|fname={fieldName__c}|fvalue={field value}

Usage: Update a property value on the portal in real-time, such as resetting an event counter.

URL String Substitutions:

Replace the portal URL (portal.yourdomain.com) with your own i-Dialogue portal URL. Replace the trailing oid= parameter with either Lead.Id or Contact.Id depending on the record type the button is being added to.

Edit Custom Button

Lead Custom Button