function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
chuckdubdubchuckdubdub 

Adding a button to log and call and increment -- even possible?

I have a client who does not have the Enterprise or API edition of SalesForce.  He would like for me to create a button in the the individual lead record that:  1) Creates an empty "call" activity record for a lead and 2) Simply increments the existing Call field by 1.   I believe that the call field is a custom field, though not sure.

 

Is this even possible to do using an S control or javascript?

 

Thanks so much,

 

Chuck Wyatt

b-Forceb-Force

yap,

It is possible to create new Activity record for Lead,

and update count on lead by 1 by using ajax call.

 

  • create a detail page button, with content source as  execute javascript
  • you can use sforce.connection.update for updating lead record and sforce.connection.create for inserting new Activity record
  • Just give your custom field names.So we can help you for generating script.

 

Cheers,

Bala
chuckdubdubchuckdubdub

Thank you Bala, I'm am doing some research looking at code that uses:

 

{!requireScript("/soap/ajax/13.0/connection.js")}

 

Do you know if I'm OK to attempt this with Professional version (non-Enterprise), which I assume doesn't have access to the API?
b-Forceb-Force

I am not sure, Does APi are available in professional edition,

 

Please check with SF support,

 

Cheers,

Bala
chuckdubdubchuckdubdub

Thanks so much for your suggestions!

 

Well, Bala I did make progress on this based on your advice as well as a good bit of searching.  Finally the error I ended up with is the error below.  Pretty clear I guess that we do need the API.  :-(

 
b-Forceb-Force

It looks API are not enabled in your salesforce edition,

 

you need to go to salesforce support.

 

Thanks,

Bala