Button URL Structure

The Button URL will always start with a specific line, and contain at minimum two elements, specifying the originating record, and the associated Salesforce Account or Contact. These three lines are required for every Transaction created using the Custom Guided Wizard. It is not necessary to add naX.salesforce.com or anything similar; the button can simply start with /apex/….

Please note that the only field that should contain a Salesforce ID is the originating record field. Additionally, this is the only field that will contain brackets, {}. All other fields will contain the API name of the field, without brackets. The API name is easiest copied from the Salesforce Setup page showing all the fields on the originating object.

Testing

When building the URL, we recommend using &testing=true to access our testing page. You can temporarily build this into the URL formula, or append it to the URL after you click on the New Transaction button. This testing page will display the API names you have been passed and the corresponding values Breadwinner retrieved based on the API names. It acts as a confirmation page and is visible only when testing is set to true.

Once you review and feel confident, you may remove the &testing=true from the Button URL.