GridBuddy Connect - Create an Action for “Send an Email” and add it to a Grid

Actions can be added to your grids to incorporate additional Salesforce functions, such as ‘Chatter’ or ‘Send email’. All GridBuddy Connect Actions must point to a URL. In this example, we will add ‘send email’ to an Opportunity grid.

1. Go to GridBuddy Connect Wizard and click ‘manage actions’
   1. Click ‘create a new action’
   2. Name the action: “Opportunity - send email”
   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 Connection. This will make this action available only to grids built off this datasource.
   5. Select the object ‘Opportunity’. This will make this action available to all Opportunity grids built off this datasource.
   6. Select the display behavior: window overlay.
   7. Select the URL Content Source.
   8. Paste your version of this URL into the Content field: https://soleng.my.salesforce.com/_ui/core/email/author/EmailAuthor
      1. Be sure to modify the first part of the URL to match your own org
   9. Paste this into the ID Parameter field: p3_lkid
   10. Click ‘save’

2. Go to GridBuddy Connect Wizard and click ‘manage grids’
   1. Select the Opportunity 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 Opportunity –Send Email 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 ‘send email’ action
   3. Your email will open in a new window