Salesforce's "One Click, One Voicemail Activity" Button + Prompt box for comments.

I extended the idea presented here: http://www.youtube.com/watch?v=BOTH3XQGauk for creating a custom salesforce button which creates a followup task for a contact by allowing the user to specify some notes to go along with the task in a fast javascript prompt box.   This is a lot faster then creating a new activity which requires a new page to load and would setting the follow up date..

Follow the directions in the video except for when it comes to defining the custom button specify the following.

Behavior: Execute Javascript
Content Source: OnClick JavaScript

Here’s the code:

For a ‘Contact’ Button

var comments = prompt("Enter follow up details (to jog memory later)", "");
if( comments == null ) {
alert("Task creation canceled");
}
else {
comments = encodeURIComponent(comments); // encodes in url friendly way
window.location = ' /00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id}&who_id={!Lead.Id}&what_id={!Lead.Id}&tsk6_fu='+comments+'&tsk5_fu=Follow+Up+w+{!Lead.Name}+[{!Lead.Name}]&tsk4_fu={!TODAY()+2}&save=x';
}

(Note not all code is visible above but it’ll be there when you copy and paste the selection above)

For a ‘Lead’ Button

var comments = prompt("Enter follow up details (to jog memory later)", "");
if( comments == null ) {
alert("Task creation canceled");
}
else {
comments = encodeURIComponent(comments); // encodes in url friendly way
window.location = ' /00T/e?followup=1&title=Call&retURL=%2F{!Contact.Id}&who_id={!Contact.Id}&what_id={!Account.Id}&tsk6_fu='+comments+'&tsk5_fu=Follow+Up+w+{!Contact.Name}+[{!Account.Name}]&tsk4_fu={!TODAY()+2}&save=x';
}

(Note not all code is visible above but it’ll be there when you copy and paste the selection above)

Usage Suggestion

The way we use this at our organization is we made several buttons: FU_1d, FU_2d, FU_1w, FU_3mo. Each button is a different length of time. Just copy the code above and change the +2 after TODAY() to +1, +2, +7, and +90 respectively.

Reference

Finally, here’s a reference of some of the GET parameters. I didn’t find the official documentation just a post on salesforce community so there are probably others.

tsk1=Assigned To
tsk2=Name
tsk3=Related To
tsk4=Due Date
tsk5=Subject
tsk6=Comments
tsk9=Activity Currency
tsk10=Type

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