Overview

Contact support@responsive.io to access this feature or request enablement.

The custom link feature allows building of a unique direct link enabling the creation of proposals from Salesforce.

Creating custom Create Proposal links in Salesforce

1. Login to Salesforce and copy the URL until .com.
   

2. Go to Setup. Click Customize under the Build category.

3. Expand the Opportunities object type and click Buttons, Links, and Actions.
   Note: Alternatively, you can also create custom buttons for Accounts and Leads.

4. Click Create New Button or Link.

5. Enter the below values in the fields provided:

   Label	Create Proposal
   Name	Create Proposal
   Description	Create Proposal
   Display Type	Choose Detail Page Button
   Behavior	Choose Display in existing window with sidebar or header
   Content Source	Choose URL
   Select Field Type	Choose Opportunity (similarly for Accounts and Lead)
   Insert Field	Choose Insert Merge Field

6. Modify the copied URL as shown below:

   1. Sample URL:

      https://na85.salesforce.com/

   2. Modified URL:

      https://na85.salesforce.com/apex/rfpio__createnewproposal?ObjectId={!Opportunity.Id}

7. Add the modified URL in the box and click Save.
   

8. Click OK.

9. Customize the layout:

   1. Click Opportunity Tab and select an opportunity.

   2. Click Edit Layout.
      

   3. Select Buttons in the left panel. Drag and copy the Create proposal button in the space provided below for Custom Buttons.
      

   4. Save the layout. The Create Proposal button will display as shown below:
      

10. Click the Create Proposal button to create the proposal.