Actions can be added to your grids to incorporate additional Salesforce functions, such as ‘Convert’ or ‘Send email’. All GridBuddy Connect Actions must point to a URL. In this example, we will add ‘Convert’ to a Leads grid.
- Go to GridBuddy Connect Wizard and click ‘manage actions’
- Click ‘create a new action’
- Name the action: “Lead - Convert Lead”
- Select the type ‘single record’. This will add the action to the three vertical dots to the left of each grid record
- Select the datasource. This will make this action available only to grids built off this datasource
- Select the object ‘Lead’. This will make this action available to all Lead grids built off this datasource
- Select the display behavior: window overlay.
- Paste your version of this URL into the URL field: https://soleng.my.salesforce.com/lead/leadconvert.jsp
- Note that this URL is specific to my demo org.
- You can find this URL by invoking the action from a Lead record and copying the URL
- ID Parameter should be ‘id’
- Click ‘save’
- Go to GridBuddy Connect Wizard and click ‘manage grids’
- Select the Lead grid to which you’d like to add this action
- Navigate to step 2 and scroll to the bottom. You’ll see a list of all actions in this datasource. Check the box beside the ‘Lead –Convert Lead’ action
- Click ‘save’
- Open the grid, either by clicking the link at the top-right of the wizard, or from the GridBuddy Connect Grids tab
- Click the three vertical dots to the left of any grid record
- Select the ‘Lead - convert lead’ action
- Your email will open in a new window