Custom Guided Wizard

Support

2min

The ability to modify the Button URL is something that our users have requested to be able to do themselves, provided they are on the appropriate Breadwinner subscription.

Additionally, they have requested the ability to further modify, create, tweak, and change the Custom URL without having to hire us for professional services. We are happy for you to use this module to its fullest potential, on any object(s) and child object(s) in any way you want, with as many buttons as you want, and you do not have to pay us whenever you want to change or create a URL.

As part of your Breadwinner subscription, we will help you generate the first URL on one object with a child object during an onboarding session. We will record that session and provide a copy for reference. Additional URLs or modifications of existing URLs should be generated by your Salesforce Administrator or an outside consultant

Functionality Under Consideration

We are currently considering:

  • Allowing the application of payments at the same time as specified by the URL
  • Allowing the entire process to be achieved in one click, bypassing the various intermediary pages
  • Allowing the process to be called in the background, based on a REST call from your internal Apex code

This functionality is not planned, and may or may not ever be delivered. However, if you need any of the above functionality and you need it soon, then please enquire about sponsoring the development of it.