In this article, let’s delve into Salesforce report URL hacking. While this technique isn’t officially developed by Salesforce, it’s a favourite among admins for its ability to manipulate report filters via URL parameters. Essentially, it allows users to open a report with preset filter values, eliminating the need for multiple reports or cloning.
URL hacking in Salesforce refers to the practice of manipulating the URL parameters of a Salesforce page to prepopulate fields, set filter criteria, or perform other actions programmatically. It allows users to construct URLs that, when accessed, automatically fill in form fields, set default values, or navigate to specific pages within the Salesforce platform.
Here’s how it works:
- Create the Template Report:
Begin by creating the report you want to use as a template. Set the filters you wish to populate via URL parameters to blank. For instance, if you want to grab all open opportunities for a specific account, leave the Account ID filter blank.
Save the report and note down its Report ID, which you can find in the URL after saving.
2. Create the Button or Link:
- Now, let’s create a button or link that will launch your template report.
- In your relevant Salesforce object (Here, it is Account) create a new link. The link should look something like this:
- Display Type: Detail Page Link
- Behavior: Display in new window
- Content Source: URL
- Amend ‘fv0={Account.Id}’ to the end of the url. {Account.Id} is the API name of the Opportunity Account Id. fvo stands for first parameter value and the code we need look like this pv0= for the first filter, pv1= for the second and pv2= for the third.
3. Add the button to the page layout
- Before it becomes operational, it must be incorporated into our Page Layout.
- Locate the Account Page Layout and make the necessary modifications.
- Go to Custom Links
- Drag Open Opportunities to the ‘Custom Links’ section.
- Save.
Now go to any Account record and navigate to the ‘Details’ tab. You will be able to see the ‘Open Opportunities’ detail link there.
Click on the link. You will be redirected to the report we built earlier. The report will dynamically display Open Opportunities of any Account record in this way.
To know more, click Filter Reports with URL Parameters in Lightning Experience (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
