GridBuddy Connect - Create an Action to “Convert Leads” and add it to a grid

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.

1. Go to GridBuddy Connect Wizard and click ‘manage actions’
   1. Click ‘create a new action’
   2. Name the action: “Lead - Convert Lead”
   3. Select the type ‘single record’. This will add the action to the three vertical dots to the left of each grid record
   4. Select the datasource. This will make this action available only to grids built off this datasource
   5. Select the object ‘Lead’. This will make this action available to all Lead grids built off this datasource
   6. Select the display behavior: window overlay.
   7. Paste your version of this URL into the URL field: https://soleng.my.salesforce.com/lead/leadconvert.jsp
   8. Note that this URL is specific to my demo org.
   9. You can find this URL by invoking the action from a Lead record and copying the URL
   10. ID Parameter should be ‘id’
   11. Click ‘save’

2. Go to GridBuddy Connect Wizard and click ‘manage grids’
   1. Select the Lead grid to which you’d like to add this action
   2. 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
   3. Click ‘save’

3. Open the grid, either by clicking the link at the top-right of the wizard, or from the GridBuddy Connect Grids tab
   1. Click the three vertical dots to the left of any grid record
   2. Select the ‘Lead - convert lead’ action
   3. Your email will open in a new window