UI: Scenario 1 Solution

The solution section provides an overview of how to solve this scenario, and why that solution was chosen.  The Solution Steps section immediately following outlines the exact steps used to replicate the solution.

Solution:

To view the remainder of this content, you must purchase the Salesforce.com Certified Administrator Study Guide.  Please Login or purchase the study guide.

27 Responses to “UI: Scenario 1 Solution”

  1. darick.jackson April 8, 2016 at 3:02 pm #

    Slight typo. In Step 3, the reference:
    ‘Check “Admin Links” and Click Next.’
    should read
    ‘Check “Administrator Links’ and Click Next.”
    per Step 2 instructions.

  2. simi.tresa.antony November 3, 2015 at 9:21 pm #

    This is an add on to my prev comment…
    When u go to SetUp -> Customize –> Home Page Components -> Custom Links(Edit) –> add bookmark and URL, it appears in custom link..
    But its shows in all profiles 🙁

  3. simi.tresa.antony November 3, 2015 at 9:11 pm #

    Hi,
    I followed the solution steps,but the custom links are not appearing.
    Only the section is appearing.
    What could be wrong?

  4. pbeck@rei.com October 15, 2015 at 10:35 pm #

    Much like Lauren Young, I have the “Custom Links” bar in blue, with lighter blue bar beneath it- but no link. I have the Link created under Custom Components, the preview does work; Custom Links are ticked with my new layout; Layout is assigned to System Admin (me). What am I missing?

    • JohnCoppedge November 9, 2015 at 2:21 pm #

      Things to check:

      1. Custom link created with Detail Page Link selected and Display in new window selected
      2. Custom link added to page layout (make sure to check the page layout assignment to ensure it is added to the page that is assigned to your profile) – double check your layout assignment (assuming you do not have record types enabled for account)

      If that doesn’t work feel free to email support – I can take a look at your org to see what’s missing.

  5. droberts October 5, 2015 at 9:08 am #

    Hi John I found this SFDC page and this maybe useful for any future readers regarding why a link/button to an external website sometimes shows a blank page, see :

    https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_enterprise.htm

    This page mentions some solutions :

    “To resolve this, try these workarounds:

    – Set your custom link to either open in a new window or display in the existing window without the sidebar or header.

    – Move the URL from a Web tab into a custom link instead, and set the URL to either open in a new window or display in the existing window without the sidebar or header.

    – If the site you’re embedding has an HTTP prefix and mixed active content, try changing the prefix to HTTPS instead. If the embedded site has a valid security certificate and it hasn’t blocked itself from being displayed in frames, using HTTPS as the prefix should allow the site to display.”

  6. droberts October 2, 2015 at 1:20 pm #

    Hi John great website! Im struggling with this custom link to trust URL scenario. I followed the steps and just get a blank white area on the right side. URL I see in browser shows https://eu5.salesforce.com/servlet/servlet.Integration?lid=00b24000000PYWD&eid=00524000001Qxq2&ic=1

    I created a Custom link with URL http://trust.salesforce.com with Behaviour “Display in existing window with sidebar” etc. if I select “Preview” in the edit page of the link it works (sort of) I get a new tab with trust salesforce appear ok but when referenced in the component on a new home page and assigned to my user I just get a white page and above salesforce instance URL. What have a I missed? If I edit the standard component “Custom Links” and add trust website in URL field it goes straight to trust salesforce site. Any thoughts welcome why cant I get the custom link and custom component to work ? Many thanks !

    • droberts October 2, 2015 at 2:15 pm #

      Hi John I found that the custom link works ok only if the custom link “Behaviour” picklist is set to either “Display in new window” or “Display in existing window without sidebar or header” any other behaviour option just shows blank page. Is that expected behaviour ? Pls let me know if Im missing something thanks

      • JohnCoppedge October 2, 2015 at 3:07 pm #

        Yes this is the way it functions- I believe this is related to a security update that Salesforce did on the platform but couldnt find the documentation to state that directly.

  7. Lauren Young July 27, 2015 at 11:28 pm #

    Hi John – I have the Custom Links heading showing up but the URL is not showing up underneath. Did I miss a step?

  8. Syed Khadri May 24, 2015 at 7:43 am #

    This exercise was really amazing! thanks John for you really have done an exceptional task but evolved it like a craftsman. It was really nice a feeling to see things happening as you intend to, out of this link i could add a link to our website and it worked!
    I tried other aspects also, like Image & HTML links though, but i could just add the Logo as an image as HTML isn’t working. Can we get any assistance on that please?

    • JohnCoppedge May 31, 2015 at 5:58 pm #

      I would try uploading the image to salesforce first – take the URL from the uploaded image and then reference that in the HTML. HTML as far as I know should work but there may be limitations in accessing outside URLs.

  9. Maura McNulty April 12, 2015 at 11:44 pm #

    I struggled with this because I had enabled collapsible sidebars under the user interface – once I disabled that, my sidebar popped up. So collapsed sidebars are never visibile?

    • JohnCoppedge April 13, 2015 at 3:36 pm #

      With them enabled, you can pop the side bar in and out- you have to look for the little > icon when it is collapsed.

  10. Mike Salvador January 6, 2015 at 5:59 pm #

    Hi John – the question doesn’t specifically state that the link should only be visible in the Home Tab screen. Am I doing something wrong that is not displaying it when in another tab

    • JohnCoppedge January 6, 2015 at 7:47 pm #

      No – sidebar links should show up whenever the sidebar is present (which can be on many tabs).

      • Mike Salvador January 6, 2015 at 8:26 pm #

        Thanks for getting back to me John. When I follow the directions above for customizing the home page links and layout, the new Administrator Links Section only shows up on the Home Tab. Is there a setting I need to edit somewhere to carry it to all tabs?

      • Mike Salvador January 6, 2015 at 8:31 pm #

        Hi John. I figured it out but thanks again. I needed to check the “Show Custom Sidebar Components on All Pages” box in the User Interface section. Thanks again.

  11. Merrily Neill February 4, 2014 at 3:26 pm #

    “formula editor”? I don’t see that label on the Edit Home Custom Link page. Am I on the wrong page?

    • JohnCoppedge February 10, 2014 at 3:27 am #

      Hi Merrily – the formula editor is simply the lower section of the screen where variables are entered – it isn’t specifically labeled.

  12. Ann November 2, 2013 at 2:28 pm #

    There’s already a Custom Links component under home page components – isn’t it okay to utilize that instead if no other part of the org is going to have that component viewable in the page layout? If you were trying to implement custom links for other profiles I totally agree that creating the custom component makes the most sense. Just wondering! Thanks!

Leave a Reply