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David-David- 

Salesforce-Partner Portal integration suggestion: enable e-mail templates when changing lead owner

If a sales rep using salesforce wants to assign a lead to a partner to view through the portal AND send the partner an e-mail notification, the partner will receive the standard notification text....

Lead: xxxxxxxxxxx has been assigned to you.

To view the details of this lead in Salesforce click on the following link:

https://na1.salesforce.com/xxxxxxxxxxxxxx

This is a problem, because partners don't use na1.salesforce.com.

Please consider enabling customizable e-mail templates for this to accomodate partner portal users.

Thanks,

David

 

mtbclimbermtbclimber
This is in planning, David. There are a number of system emails that need to be templatized to support external (portal) users.

As a workaround, you can use a workflow rule to send out an email notification. The trick is to use a web-link to initiate the ownership transfer so you can drop the user into the owner change form and then redirect directly to a specified URL which can update the lead in a way so as to trigger workflow.

I recommend using a Custom S-Control to prevent an additional window or tab strip and to make maintenance a little easier.

The following javascript when added to a custom S-control, then added to a lead page layout as a Custom Link will take the user to the owner change form then, on save, redirect the user to the lead edit form, setting a custom date field (form element name = 00N30000000kH7D) = TODAY and the Lead Status to "Assigned to Partner" as well as changing the record type (record type ID = 0123000000008Jn) so the partner sees the correct layout. If you don't need all those parameters you can omit them as appropriate. The "save=1" parameter auto-submits the form. So from the user's perspective the only thing that is different is that they must invoke a Custom Link to reassign the lead versus the "Change" link next to the owner name.

[script language="JavaScript"]
function redirect() {
var retURL = escape("/{!Lead_ID}/e?retURL=/{!Lead_ID}&RecordType=0123000000008Jn&00N30000000kH7D={!Today}&lea13=Assigned%20To%20Partner&save=1");

parent.frames.location.replace("/lead/leadowneredit.jsp?retURL=" + retURL + "&ids={!Lead_ID}")
}
redirect();

[/script]

As mentioned, this is a workaround but there is the added benefit that the date the record was last passed is stored automatically. Of course, you must recognize that this would only fire a maximum of once per day. There is a way to get around that if necessary.

Andrew

Message Edited by mtbclimber on 07-28-2005 07:28 AM

ScotScot

If the javascript is missing from your display of the message, here it is trapped from a view source ... with square brackets in place of the standard html ones...

[script language="JavaScript"]
function redirect() {
     var retURL = escape("/{!Lead_ID}/e?retURL=/{!Lead_ID}&RecordType=0123000000008Jn&00N30000000kH7D={!Today}&lea13=Assigned%20To%20Partner&save=1");
     parent.frames.location.replace("/lead/leadowneredit.jsp?retURL=" + retURL + "&ids={!Lead_ID}")
    }
     redirect();
[/script]

StreamStream

Hi Andrew,

 

 

We have a similar need / problem.

 

We send out a lot of automatic notification emails to our partners.  We want them to be able to click on links within the notification emails and get directed to the relevant records within their partner portal.

 

The problem we are experiencing is that even though they have an already open Partner Portal when they click on the link they get force to re-login.  Very frustrating and annoying experience.  

 

So, we are wondering if anyone else has this problem and has perhaps solved it? 

SAHG-SFDCSAHG-SFDC
Was there an update on this?