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 Salesfoce in order to display the items. Other buttons lead to related objects in Salesforce. The buttons displayed in ViaWorks 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 |
Open | Opens a Salesforce URL to the item | in Salesforce (web browser) | Yes |
Open Owner | Opens a Salesforce URL to the Owner (User) of the item | In Salesforce (web browser) | Yes |
Open Parent | Opens a Salesforce URL to Parent of the item | In Salesforce (web browser) | Yes |
Converted Account | For leads. Opens a Salesforce URL to the converted account | in Salesforce (web browser) | Yes |
| Converted Contact | For leads. Opens a Salesforce URL to the converted contact | in Salesforce (web browser) | Yes |
| Converted Opportunity | For leads. Opens a Salesforce URL to the converted opportunity | in Salesforce (web browser) | Yes |
| Manager | For users. Opens a Salesforce URL to the manager | in Salesforce (web browser) | Yes |
Download | For attachments. Downloads file | in web browser | Yes |