Melbourne

How to add the Google Maps custom link on an Account

There have been many requests for this, so here goes……(Note:  There are 3 parts to this solution below)

(A)  Creating the new custom link

Firstly, navigate to following within the Salesforce application:

Setup | App Setup | Accounts | Custom Links

To create a new custom link for the Account, click on the [New] button.

1.      Step 1 of 5: Define Link Name and Type

Enter the following values into the fields below:

Link Label:    Google Maps

Link Type:      URL

Click on [Next]

2.      Step 2 of 5: Define Link Contents

Copy and paste this into the Link URL:

http://maps.google.com/maps?f=q&hl=en&q={!Account_FullBillingAddress}

Click on [Next]

3.      Step 3 of 5: Choose Window Open Type

Accept the default radiobutton:  Open in separate popup window

Click on [Next]

4.      Step 4 of 5: Define Window Properties

Enter Window properties according to your preference

5.      Step 5 of 5. Confirm Custom Link Settings

Click on the [Save] button when you are ready to proceed and have confirmed all your settings.

Note:  Click on the [Previous] button to navigate back to previous screens/steps in the process if you need to change/edit any settings

* You now need to add this custom link to your Page Layout

(B)  Adding the new custom link to your Page Layout

1.      Navigate to the following:

Setup | App Setup | Accounts | Page Layout

2.      Click on the [Edit] button next to the Page Layout where you are adding the new custom link

3.      In the “View” drop-down list on the right-hand side of the screen, select the value [Account Custom Links]

4.      Select and drag the [Google Maps] custom link to the [Custom Links] section/box on the lef-hand side of the screen

5.      Click on [Save] to save the new page layout assignment

(C)    Testing your new Google Maps custom link

1.      View an Account record

2.      In the [Account Detail] related list, click on the [Google Maps] link under [Custom Links]

3.      A new Google Maps browser window will open, pointing to the Account address!

IMPORTANT POINT TO NOTE: 

You can also choose to add a custom BUTTON instead of a custom link! (details to be provided shortly)

Posted by:

Nai Ann Lee

Customer Success Manager, Salesforce.com Sydney