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Graham
Adding button/link to Salesforce.com
Hello,
I'm looking into using Salesforce.com and sforce.com for integration with a product of ours. What I'd like to do is add a button/link to the salesforce.com site so that when someone creates an opportunity, they click on one of two links with sends their info as an XML file to our server, and brings up the server page. Is this possible?
I'm looking into using Salesforce.com and sforce.com for integration with a product of ours. What I'd like to do is add a button/link to the salesforce.com site so that when someone creates an opportunity, they click on one of two links with sends their info as an XML file to our server, and brings up the server page. Is this possible?
Hi Graham,
You can add a link to the detail page of several of the major objects within salesforce.com (Account, Contact, Lead, Opportunity....). This link can be configured to point to your server and you can have specific information about the object that the link is related to sent as parameters on the url. This is down by use of merge fields. I recommend you look under setup at Customize Salesforce.com>Opportunity>Web Integration Links for more info.