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sarvesh001sarvesh001 

Custom button on account object

Hi ,

 

How achieve this. 

 

On an account page, show a button 'Opportunity Pipeline'. When clicked, this button should show a chart with opportunity values at account level for the next calendar year. It may also have two controls (start, end) to manage the time period covered in the chart

 

please suggest me.

 

Thanks,

sarvesh.

 

Best Answer chosen by Admin (Salesforce Developers) 
RoyGiladRoyGilad
Hi
1) Create a report with filter equel (Blank)
2) Save it and get the report ID
3) Create URL button with address:
/{ReportID}?pv0={Parameter}

In your case the {Parameter} will be the record ID.
You can follow the example here:
http://www.tgerm.com/2011/04/passing-params-to-reports-salesforce.html

Enjoy!

All Answers

RoyGiladRoyGilad
Hi Sarvesh
It sounds like you could do this using a report.
Create a report of open opportunities that one of the parameters of the report is the Account ID and pass it using a URL button.
Then create a chart using the out-of-the-box report charts.

In the report you have the standard "From" "To" date.
sarvesh001sarvesh001

Hi Roy,

 

Thanks for replay,

 

but how to pass account id to report.

 

Thanks,

sarvesh.

RoyGiladRoyGilad
Hi
1) Create a report with filter equel (Blank)
2) Save it and get the report ID
3) Create URL button with address:
/{ReportID}?pv0={Parameter}

In your case the {Parameter} will be the record ID.
You can follow the example here:
http://www.tgerm.com/2011/04/passing-params-to-reports-salesforce.html

Enjoy!
This was selected as the best answer
sarvesh001sarvesh001

Hi Roy,

 

Thank you soo much its working.

 

Thanks,

sarvesh.