Salesforce Connector: Other
- Andreas Kebede (Deactivated)
- Jeremy Sommer (Deactivated)
- Roland Mrozek
Opening / Buttons
When clicking on the open button all items open directly in Salesforce - where users can see and edit the full content. The user must log in to Salesforce in order to display the items. Other buttons lead to related objects in Salesforce. The buttons displayed in Locator depends on the item type and its content. For example, only attachments can be downloaded. As an alternative to the buttons, rights clicking on the title lists the options available for an item.
Button name | Function | Application | Log in required | Customer specific | Metadata field |
Open | Opens a Salesforce URL to the item | in Salesforce | Yes | No | sf_id |
Owner | Opens a Salesforce URL to the Owner (User) of the item | In Salesforce | Yes | No | sf_ownerid |
Parent | Opens a Salesforce URL to Parent of the item | In Salesforce | Yes | No | sf_parentid |
Converted Account | For leads. Opens a Salesforce URL to the converted account | in Salesforce | Yes | No | sf_convertedaccountid |
| Converted Contact | For leads. Opens a Salesforce URL to the converted contact | in Salesforce | Yes | No | sf_convertedcontactid |
| Converted Opportunity | For leads. Opens a Salesforce URL to the converted opportunity | in Salesforce | Yes | No | sf_convertedopportunityid |
| Manager | For users. Opens a Salesforce URL to the manager | in Salesforce | Yes | No | sf_managerid |
Download | For attachments. Downloads file | in web browser | Yes | No | sf_download |
| Subcontractor | For contacts and accounts, Ioebs a Salesforce URL to subcontractor | in Salesforce | Yes | Yes | sf_underansvarlig__c |
| Employee | For accounts. Opens a Salesforce URL to employee account. | in Salesforce | Yes | Yes | sf_medarbeider_1__c |
| PrimaryContact | For accounts. Opens a Salesforce URL to the user. | in Salesforce | Yes | Yes | sf_hovedkontakt__c |
| CustomersPartner | For accoutns and contacts. Opens a Salesforce URL to the user. | in Salesforce | Yes | Yes | sf_kundeansvarlig_partner__c |
| Account | For user. Opens a Salesforce URL to the account. | in Salesforce | Yes | Yes | sf_konto_id__c |
| CreatedBy | Opens a Salesforce URL to the user. | in Salesforce | Yes | No | sf_createdbyid |
| LastModifiedBy | Opens a Salesforce URL to the user. | in Salesforce | Yes | No | sf_lastmodifiedbyid |
| Responsible | For leads. Opens a Salesforce URL to the user. | in Salesforce | Yes | Yes | sf_oppf_lgningsansvarlig_id__c |
| Author | For documents. Opens Salesforce URL to the user. | in Salesforce | Yes | No | sf_authorid |
| Role | For users. Opens Salesforce URL to the user role. | in Salesforce | Yes | No | sf_userroleid |
| Profile | For users. Opens a Salesforce URL to profile in profile view. | in Salesforce | Yes | No | sf_profileid |
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