Creating Custom Create Proposal Links in Salesforce

Overview

The custom link feature allows building of a unique direct link enabling the creation of proposals from Salesforce.

Creating Custom Create Proposal Links in Salesforce

Take the following steps to create your custom "Create Proposal" link.

1. Login to Salesforce and copy the URL until .com.

2. Go to Setup. Click Customize under the Build category.

3. Expand the object type-> Opportunities and click Buttons, Links, and Actions. Similarly, you can also create custom buttons for Accounts and Leads.

4. Click Create New Button or Link.

5. Enter the below values in the fields provided,

6. Modify the copied URL as shown below:

Sample URL

https://na85.salesforce.com/

Modified URL

https://na85.salesforce.com/apex/CreateNewRfpioProposal?ObjectId={!Opportunity.Id}

7. Add the modified URL in the box and click Save.

      8. Click OK.

Customizing The Layout

9. Click Opportunity Tab and select an opportunity.
10. Click Edit Layout.

   11. Select Buttons in the left panel. Drag and copy the Create proposal button in the space provided below for Custom Buttons.

     12. Save the Layout. 

Creating Proposals

13. The Create Proposal button will be displayed as shown below:

14. You can now create a proposal by clicking the Create Proposal button.