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Naveen Gupta 27Naveen Gupta 27 

Custom ORDER button in Opportunities to start billing

Hi all, 

We would like to add a custom button (ORDER) that sales rep can click to start billing for a customer. When the rep clicks that button they are taken to our company billing wizard (https://support.birdeye.com/billing). We would like to pass the opportunity owner (sales rep name) + lead source + account name + few more fields from both opportunity and account to the billing flow. 

Would appreciate any guidance to API documentation / APEX programming on how to do this.

Many thanks
Naveen
CEO BirdEye
James LoghryJames Loghry
It's pretty easy to do.  
  1. Go to Setup->Customize->Opportunities->Buttons.  
  2. Create a new button.  
  3. Specify URL for the content type
  4. Then use a formula such as:
"https://support.birdeye.com/billing?accountName=" + {!URLENCODE(Opportunity.Account)} + "&ownerName=" + {!URLENCODE(Opportunity.OwnerFullName)} + "leadSource=" + {!URLENCODE(TEXT(Opportunity.LeadSource))}

 
James LoghryJames Loghry
Minor typo: there should be a ampersand before leadSource in that example above.