Custom Guided Wizard
Button URL Structure
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The Button URL will always start with a specific line and contain at least two elements, specifying the originating record and the associated Salesforce Account or Contact. These three lines are required for every type of transaction created using the Custom Guided Wizard. It is not necessary to add naX.salesforce.com or anything similar.
Please refer to the next sections for more detailed information on each object.
Updated 17 Jun 2024
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