I would like to create a Button that restricts the number of Contacts displayed in the Account view.
In the example below you can see many Contacts with a Function which were created from a PickList.
I would like Add a button next to the existing 2 buttons shown (eg Filter by Function), I know how to define the basic button.
I am not a Salesforce developer and would like the button to allow me to filter the number of records displayed by Function allowing me to select one or more of the Picklist types from the SFDC master table.
I've tried a few developments without success. Can someone offer me a way forward without writing acres of APEX code. 



 

Hi, I wonder if anyone has an answer to how to do this task. I find that 70% of email addresses are in the format First.Last@WebAddress For example in SFDC my name is jeremy gibson Our web address is held in the Account Website box as http://www.myorg.co.uk/ From this, via a custom button I should be able to generate jeremy.gibson@myorg.co.uk and have it inserted to the Contact eMail field. This I think would save a lot of time and be correct in about 70% of cases. Has anyone already created a routine for this they would be willing to share.? I have no idea how to code this capability as a relative newbie user to SFDC. Best regards jeremy

I'm looking for a button to attach to Account records.

This should allow me to step forward (or backwards) one record at a time.

I'm hoping this will allow me step alphabetically through accounts in sequence..

Any offers of code or an App Exchange download would be appreciated.

Regards

Jeremy

Hi, I wonder if anyone has an answer to how to do this task. I find that 70% of email addresses are in the format First.Last@WebAddress For example in SFDC my name is jeremy gibson Our web address is held in the Account Website box as http://www.myorg.co.uk/ From this, via a custom button I should be able to generate jeremy.gibson@myorg.co.uk and have it inserted to the Contact eMail field. This I think would save a lot of time and be correct in about 70% of cases. Has anyone already created a routine for this they would be willing to share.? I have no idea how to code this capability as a relative newbie user to SFDC. Best regards jeremy

I'm looking for a button to attach to Account records.

This should allow me to step forward (or backwards) one record at a time.

I'm hoping this will allow me step alphabetically through accounts in sequence..

Any offers of code or an App Exchange download would be appreciated.

Regards

Jeremy