Advanced Tips

You can include links to specific SalesConnect connectionConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. detail pages in other applications like Salesforce.

• To the end of the URL used to access a particular connection detail page in your SalesConnect application, append a string using the key parameter. The key parameter accepts a string value that represents the unique ID (key) for the connection in SalesConnect, in a format that isn't encoded. (When such pages are shown in SalesConnect, they use a URL that includes an id parameter with a value that is an encoded representation of the unique value for the entity.)

  An example of the necessary components to include in the value for this parameter for a contactAny individual person tracked in SalesConnect is a contact, which is one type of connection. So, reps, firm contacts, and office contacts—are all contacts. Partnerships and teams are also treated as contacts in SalesConnect, because you usually need to work with them in the same ways. connection follows; you should be able to use this to construct an appropriate URL.

  

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  Note that:

  • When you use such a URL, if you aren't logged into SalesConnect, you'll be prompted for your operator credentials. This is to ensure that security is maintained for your SalesConnect application.
  • When you do view such detail pages in SalesConnect, the URL in the browser's address bar will change to one that includes the connection's unique ID (key) as an encoded value for the id parameter.
  • If the connection to whose detail page the link points no longer exists in SalesConnect, an error will be shown.