• LSaunders
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I am new to Excel Connector.  We are PE and need to mass update all of our Contact records so that the Contact Owner matches the parent's Account Owner.  Can this be done via the Connector?




Mark Bruso

I picked up the following Tip during a SFDC presentation and it works great on the Contact record. It creates a button on the Contact object, which when clicked, creates an activity in the Contact record and sets up a reminder task in 2 days.

I need to modify it to do the same on a Case object. Can anyone help me modify the code so that it does the same in a Case, i.e. creates an activity that a VM was left, and creating a reminder task when clicked? 

Code is at the end of the next section.

Need: Track all activities to contacts within Salesforce and save time by having one click logging of left voicemails

Business Case: Sales reps can quickly log voicemail calls and receive a reminder task a few days later to follow up on the voicemail.

Business Value: Make more calls, improve productivity in high call volume type environments

Left Voicemail Custom button instructions

To set 1 custom buttons on the contact record – LVM

select Setup| Appsetup | Customize | Contacts | Custom Buttons and Links | select new custom button

Create a button label name (LVM) in the display type select the Detail page button option

select behavior type - Display in existing window without sidebar or header

select content source – URL


add the Code: (modify the code to fit your instance)



  • March 05, 2010
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