UI: Scenario 2 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:

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43 Responses to “UI: Scenario 2 Solution”

  1. RomanPer July 26, 2016 at 3:11 am #

    I spent 10 minutes trying to figure out where exactly the yahoo link is configured and couldn’t find anything. It’s clearly on the system level and it’s the type of a link that you can’t edit. So clearly, creating a new link is the only option. The way the scenario is worded – it might get confusing a little.

  2. pjoyce May 27, 2016 at 2:01 pm #

    Its clear and easy to add a custom links related list. However, how about changing the default behavior on the TickerSymbol in the Accounts Detail page component? ie change the URL that one is routed to when you click the VALUE. ie if it is CSCO, the hyperlink on the data value CSCO will bring you to Yahoo finance – change this behaviour to go to google. ??? I can’t see how this is done. thanks.

    • JohnCoppedge May 27, 2016 at 2:53 pm #

      You’d have to create a custom field so far as I know

      • pjoyce May 28, 2016 at 10:16 pm #

        Hi John

        Yeap – create a custom field of type formula returning Text and use:

        HYPERLINK(“https://www.google.com/finance?q=”& TickerSymbol , TickerSymbol )

  3. Phil Sallaway January 18, 2016 at 4:02 am #

    I got the custom link to work http://www.google.com/finance to work when I added the Field for the ticker symbol “http://www.google.com/finance?q={!Account.TickerSymbol}” “I got a Page not found 404 error from google. So I am guessing that something has changed on the Google end of things. As the Google Finance Page does not have direct spot to look up a stock any more ?? not sure what it was like when this section was written.

  4. bookworm September 22, 2015 at 9:56 pm #

    John,

    in the scenario you intend to make this visible to a select set of finance users. In that case do you suggest creating a new layout similar to Account (Finance) Layout and include this google finance link in that layout – and subsequently assign that layout to the Finance role ?

    Thanks
    naren

    • JohnCoppedge September 23, 2015 at 2:11 pm #

      Hi Naren,

      Yes you could use or create a new layout for Finance – that might be overkill for just a single link, but definitely something to consider.

  5. Farzana Hafiz August 28, 2015 at 3:04 pm #

    Still it is not working. Google Finance Link is not working.

  6. Margo Schwartz-Newton June 30, 2015 at 1:25 pm #

    Hi all,
    I was having similar issues – blank page except for headers, errors – I then went back and entered simply https://www.google.com/finance, and that’s working, though only in the “display in new window” mode.
    Cheers.

  7. bsnavle June 4, 2015 at 6:59 pm #

    Hi John

    When the select Behavior of link either ” Display in Existing window with sidebar” or ” Display in Existing Window without Sidebar” and click on Google Finance Link from Accounts, the page is showing blank but the link displays google finance page for behaviors ” Display in New Window” or ” Display in Existing window without sidebar or header”.

    Can you please help me understand why is that happening ?

    Regards
    Bala

  8. Rebecca Joseph May 9, 2015 at 11:56 am #

    I find that if I’m looking for something on a page the quickest way to find something quickly is to press CTRL F and type in a word (or part of a word I’m looking for), because otherwise as everyone mentions you can spend a while looking for fields eg the custom links section.

  9. Dale Thomas April 19, 2015 at 12:52 pm #

    Hi John, I was able to successfully create the custom link and open in a new window, however, if I try and choose “Display in existing window” I get a blank screen. Is that not possible to display and external site in the body of the page?

    Here is a screenshot of what I am talking about.
    https://www.dropbox.com/s/eej8luwaisku56k/customlink.PNG?dl=0

    • JohnCoppedge May 4, 2015 at 4:31 pm #

      I see the same thing happening in my org – pretty sure this used to be possible. Might be disabled now for security reasons…

  10. Maura McNulty April 13, 2015 at 12:23 am #

    I got it, By going to the field accessability page I learned the ticker was hidden to the system administratorand by clicking on the field I could change it – I never say that field accessabilty page before.

  11. Maura McNulty April 13, 2015 at 12:17 am #

    I have the ticker showing in the accounts page layout but it doesn’t show up on any of the accounts where it should – my google finance link is woring but your instruction to link “using the data within the TickerSymbol” go tme looking and I don’t know why that isn’t apparent on any accounts but is on the layout.

  12. Roger Bannister January 6, 2015 at 1:59 pm #

    Why would you not use a custom button? It would seem more intuitive to me.

  13. Vasu Sanghani January 6, 2015 at 3:58 am #

    Yes, it was on the bottom of the detail page.
    thanks

  14. Vasu Sanghani December 28, 2014 at 6:06 am #

    Why is my header not visible in the page layout – so the custom link – google is not visible either?

    Thanks

  15. Lisa Seyler October 9, 2014 at 3:53 am #

    The Google Finance link is located right above the Contacts section..it blends into the Account data.

  16. RANDY ULLOM August 20, 2014 at 1:52 pm #

    I have the same issue as Candace – no “Custom Links” section on any of my page layouts.

    • Charles Cummings August 26, 2014 at 8:27 pm #

      After you hit edit page, at the top, click on Custom Links, just below fields and buttons. Note that this is where you drag the Google finance field. Normally custom links doesn’t have a header unless you add it, so it’s probably at the bottom.

  17. Candace Carpenter July 22, 2014 at 2:50 pm #

    I can’t see a “Custom Links” Section on any of my layouts. How do I add a Custom Link Section to my Account Layout?

    • Kaye Akins May 28, 2015 at 7:08 am #

      Navigate to the following

      1. Setup –> Customize –> Accounts –> Page Layouts. Click Edit Next to the Account Layout (or whichever is appropriate in your org).
      2. On the page, locate the ‘Custom Links’, place your cursor on the ‘Custom Links …….), and click on the ‘Spanner icon’ on the right hand side.
      3. Click on the check box on the Detail Page field and then click on ‘OK’ button.
      4. Go to the account detail page and you should see the section ‘Custom Link’

  18. Shauntel Beecham June 5, 2014 at 9:50 pm #

    I am having the exact same issue as Cindy and Rujuta. I even went in and created a new custom link and tried to add that one. Although it is showing that I have three custom links (billing, google finance, and the one that I made up), only one appears on the actual account page (billing).

    • JohnCoppedge June 11, 2014 at 12:17 am #

      Adding the google finance link will not override the ticker symbol – are you clicking the Google Finance link in the custom links section?

    • JohnCoppedge June 12, 2014 at 2:17 am #

      Also – check to ensure that you are editing the correct page layout (if you have more than one page layout).

  19. Cindy Gavelek June 5, 2014 at 2:26 am #

    I’m having similar issue Rujuta described – tested using your formula above, but click on Ticker Symbol & it goes to Yahoo Finance, not google. Any other suggestions?

  20. Kevin Gee March 5, 2014 at 4:21 am #

    In Winter ’14 it is called Setup->Customize->Accounts->Buttons, Links, and Actions.

  21. Rujuta Patil January 31, 2014 at 7:44 am #

    I am not able to navigate to Google finance page , on click of TickerSymbol link on one of the account record it is still navigating to yahoo finance page even after making the changes as mentioned above. Could you please help .Let me know if I have missed out anything.Thanks.

    • JohnCoppedge February 10, 2014 at 4:26 am #

      Hi Rujuta – I’d suggest double checking the custom link formula and page layout settings. Were you able to figure out what the issue was? If the link points to google, then I can’t think of any reason it would go to yahoo…

  22. Kaira Bergstra January 9, 2014 at 7:31 pm #

    You can also move the whole Custom Links section higher up in the page. Whether it’s a good idea depends on what other links are in there.

    • JohnCoppedge January 10, 2014 at 4:53 pm #

      Very true! I don’t think the link section was movable at the time of writing. I’ll tweak the page, thanks.

      • Munira Majmundar October 27, 2015 at 3:06 pm #

        In the formula section, I entered the following formula and got Google Finance website.

        https://www.google.com/finance

        If I enter the following formula
        “http://www.google.com/finance?q={!Account.TickerSymbol}”

        Clicking on the Link gives me the following website
        https://www.google.com/finance?q=YHOO

        I did not realize from the question that the link had to open up Yahoo Ticker info. from Google’s Finance website 🙁

        • JohnCoppedge November 9, 2015 at 4:20 pm #

          The idea is that you’re passing the ticker symbol entered on the account (e.g. yahoo account) into google finance so that you don’t have to retype it.

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