Import button for Custom Salesforce Contact Views

Follow

The SalesLoft Cadence Chrome extension allows easy importing directly from Salesforce.  However, if you use a custom view the Chrome plugin will not be able place our import buttons.  Have no fear though! You can use this custom button get the same functionality in your Salesforce instance.

Before getting started, please note:

  • You must have Salesforce admin permissions to install this button
  • These buttons are not supported in Salesforce Lightning Experience
  • Currently, this only works on the Contact List view.  This option will not work on individual contacts or any contact or contact view
  • For directions to view this on a leads list click here

Let's get started!

Step 1 

Open Salesforce and click Setup in the upper-right corner

 

Step 2 

In the left column under the Build heading - click Customize

 

Step 3

 From the Customize menu, click Contacts

 

Step 4

From the Customize -> Contacts menu, click Buttons, Links, and Actions

  

Step 5

 In the window that appears, click New Button or Link

  

Step 6 

This is the Custom Button window where you will create the import button.  Type or select these values for the following fields:

  • Label: SalesLoft Contact Import
  • Name: SL_Contact_Import
  • Display Type: List Button
  • Behavior: Execute JavaScript
  • Content Source: OnClick JavaScript

In the large text-area, paste the following JavaScript code:

var contacts = {!GETRECORDIDS( $ObjectType.Contact )}; 

var myurl = "https://app.salesloft.com/app/import/crm?contact=" + contacts;

window.open(myurl,'_blank');

 

Step 7

Click Save 

Screen_Shot_2017-03-09_at_3.01.28_PM.png

 

Add your Custom Button to List View

Now that you have a fancy new button, we just need to add it to the contact list view!

 

Step 1

In the left column, click Search Layouts

 

Step 2

In the Contact Search Layouts window, locate the Layout called Contacts List View and click Edit

 

Step 3 

Find the name of your new button in the Available Buttons list and click the Add arrow. The button name should now be in the Selected Buttons list.

All done!

You can now use the newly installed button on any contact list view within your Salesforce instance!

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk