Salesforce Buttons

you can add buttons in salesforce to view, download, or send your unaric reports solution for example, you could set up a button on contacts to view open up their list of open cases report and perform ai analysis to spot trends and provide recommendations button types type what it does view opens the solution in a new tab download downloads the file based on solution configuration send opens email preview and allows sending prerequisites install button package for using buttons in salesforce lightning, you will need to install the following package for all users enable profile access if you are using salesforce lightning , users must have profile access to the required apex classes and visualforce pages included in the lightning package without this access, the button will fail to load or return a permissions' error to enable access on salesforce, navigate to setup > profiles open the profiles that will use the button make sure access is granted to all profiles that should be able to run the solution from salesforce grant access to apex classes reportbuildercontroller reportbuilderwebtabcontroller visualforce pages reportbuilder reportbuilderlink setup create the button in salesforce, navigate to setup > objects and fields > object manager select the object you wish to add the button go to the buttons, links, and layouts tab and click the new button or link button configure the button enter the values for button based on how you would like it to work set the content source to url and set this field to the following (replacing variables) /apex/reportbuilderdirectlink?solutionid= solution id \&filtervalue= filter value \&type= button type https //reportbuilder cloud4j com/direct/solution/solution id?sessionid=session id\&serverurl=server url\&filtervalue=filter value\&profileid=profile id\&type=button type url parameters reference parameter description solution id id of the solution (example 99610) session id {!$api session id} server url {!$api partner server url 570} filter value filter value that will be supplied to the solution usually the record id (example {!contact id} ) profile id (optional) {!user profileid} this can be used to restrict which profiles are allowed to run solutions from salesforce buttons t ype view / download / send additional variables optionally, you can pass in additional variables on your salesforce button using the pv prefix for example, if you have a salesforce button on an account and you want to send a list of cases ids, add a request parameter of pvcaseids={!casesids} this is mainly used to provide real time filtering of a report such as if you want to let the user select a list of cases to be included in a report pre made urls you can copy and paste these pre made urls change {!filter value} to the field to field you want to filter on, e g , {!contact id} view /apex/reportbuilderdirectlink?solutionid=99610\&filtervalue={!filter value}\&type=view download apex/reportbuilderdirectlink?solutionid=99610\&filtervalue={!filter value}\&type=download send /apex/reportbuilderdirectlink?solutionid=99610\&filtervalue={!filter value}\&type=send view https //reportbuilder cloud4j com/direct/solution/99610?sessionid={!$api session id}\&serverurl={!$api partner server url 430}\&filtervalue={!filter value}\&type=view download https //reportbuilder cloud4j com/direct/solution/99610?sessionid={!$api session id}\&serverurl={!$api partner server url 430}\&filtervalue={!filter value}\&type=download send https //reportbuilder cloud4j com/direct/solution/99610?sessionid={!$api session id}\&serverurl={!$api partner server url 430}\&filtervalue={!filter value}\&type=send add to the page layout save the button and then add the button to the page layouts you want to use the button on running user & permissions when a solution is run through a salesforce button, the running user will be who clicked the button as such, these users must have access to anything in salesforce that is required to run that solution, such as reports, dashboards, objects, fields, etc moreover, since everything is run by them, the solution will only bring in data that the user has access to from a security perspective, it is fine to allow all users to run solutions from salesforce buttons—unaric reports isn’t elevating privileges as it relies on salesforce’s existing security framework hence, admins can set up a single solution that can be used by many users however, there may be times when you only want a solution to be run using a salesforce button by specific salesforce profiles to do this on unaric reports , open the solutions page and select the solution you wish to administer permissions click the edit button on the solutions wizard, go to the options step select the configure profiles checkbox and select the profiles you want to enable and disable for this solution click finish you can also control which users can see buttons in salesforce using a combination of record types and page layouts doing it on the solution ensures users cannot bypass the record types and page layout setup, for example, by changing the solution id on the url that is opened when they click a button