Launch Salesforce Objects from their Object IDs in SlapFive
This section covers how to set up SlapFive so that whenever you have a valid Salesforce Opportunity, Account, or Contact ID, you can click to open that record in Salesforce.
Last updated
This section covers how to set up SlapFive so that whenever you have a valid Salesforce Opportunity, Account, or Contact ID, you can click to open that record in Salesforce.
Last updated
In SlapFive, go to Client Settings > Advanced Settings.
In the External Base URLs section, paste your root Salesforce URL in the Salesforce URL field. The portion you need to paste should look like this: https://your-company-name.my.salesforce.com/
Now wherever you see a Salesforce ID in SlapFive, you can click the VIEW link to launch right to that Salesforce record's page.
For example, on the Edit Member screen, you can click VIEW CONTACT to open the Contact record for the Salesforce Contact ID.
