Hi All,
I have a very quick question wondering if there is a way to add a button to the top left of a contact page where you can see the contact in salesforce. I am aware of the see in salesforce in actions on the Salesforce sync card on the left column, however was wondering if there was a way to create a button in the top left for easy access for the sales team.
Hi @DCrinnion ,
I’m afraid there is currently no funtionality that would allow you to do this in the top left. If you have access to a developer who can write the necessary code, you could potentially use a custom contact card to add this to the center column on the overview tab.
@trevordjones do Salesforce record URLs follow the same syntax and can the record ID in Salesforce be passed through to HubSpot via the sync, assuming that the record ID is the only thing that changes within that syntax?
For example, in HubSpot a contact record URL will always look like this: https://app.hubspot.com/contacts/PORTALID/contact/RECORDID - I’m not familiar enough with Salesforce to know whether it’s similar to HubSpot in that regard. If it is, a workflow or a custom formula calculation property could be used to concatenate the record URL building blocks and display it in the left record sidebar.
Great thought @karstenkoehler !
Yes. The url structure is the same within a given portal. For example all contacts in my dev account will have a url like this:
https://digitopiaagency-dev-ed.develop.lightning.force.com/lightning/r/Contact/**RECORD-ID**/view
Like I said this URL is from my dev account, so @DCrinnion would have to start with his own url, and his domain might not be the SFDC standard, since Salesforce does support custom domains.
Following your idea along, what you would do is create a custom property with the rich text data type. Then build a workflow like this to populate it:
Then you could customize the left sidebar to move this as high up on the left as possible, like this:
You just have to teach your salespeople to click the link button between the pencil and Details, rather than the text “View in Salesforce,”
This is built and tested between my SFDC Dev account and Digitopia’s agency Test Portal. It definitely works.
@DCrinnion if this works for you definitely make sure you accept both Karsten’s post and this one as solutions. Great thinking on his part here.
Nice one @trevordjones!
Hey @DCrinnion
if you have installed the integration between HubSpot and Salesforce
you get to access in the right column a card that shows the sync status
but also if you click into Actions There is a button that says “view in Salesforce”
this will take you directly to the record in SalesForce.
Here’s an example of a Contact record
If you want this to be more visible
you can put it up first in the right column
Hope this helps
