UI: Scenario 1 Solution

[ScenarioSolutionIntro ]

[sc:ScenarioSolution ]

[RCNotLoggedInNotAdmin]

[/RCNotLoggedInNotAdmin]

[RCAdmin]

  1. Create a custom link for http://trust.salesforce.com
  2. Create a custom component, type ‘Links’
  3. Create a home page layout for the system administrator, include the custom link component created above
  4. Reassign the system administrator to use this home page layout

[sc:ScenarioSolutionSteps ]

  1. Setup –> Customize –> Home –> Custom Links.  Click New.  Enter label “Trust.Salesforce.com”.  Enter “http://trust.salesforce.com” in the formula editor.  Retain the selection “Display in New Window” in the behavior selection.  Click Save.
  2. Setup –> Customize –> Home –> Home Page Components.  Click New.  If presented with “Understanding Custom Components”, click Next.  Enter name “Administrator Links”, and click Next.  Select Trust_Salesforce_com and click add.  Click Save.
  3. Setup –> Customize –> Home –> Home Page Layouts.  Click New.  Enter name “Admin Layout” and select an existing page layout to copy, Click Save.  Check “Administrator Links” and Click Next.  Click Save.
  4. Setup –> Customize –> Home –> Home Page Layouts.  Click Page Layout Assignment.  Click Edit Assignment.  Change System Administrator to “Admin Layout”, Click Save.

[/RCAdmin]

27 thoughts on “UI: Scenario 1 Solution”

  1. 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. 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 🙁

  4. 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?

    1. 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. 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. 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 !

    1. 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

  8. 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?

    1. 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. 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?

  10. 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

      1. 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?

      2. 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.

  12. 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!

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