First, I posted a similar question in the how to section two days ago and could find the post today. Then I saw the post about not asks questions there. Sorry.
Real question: using two services to directory is not recommended, but I'm not sure I see another way and wanted feedback from the group.
Work flow
Our phone system records all calls and can upload them via ftp to the freenas server at completion of call.
User then decides if call needs to be kept. Ie cold sales call/personal call delete. Client, lead, or opportunity keep. If delete goto folder and delete file.
If keep call gets logged in salesforce and a hyper link to the call recording is created. (Process for creating link is below).
Do you guys see any issues with this?
What are the potential pitfalls?
Would you implement in a different fashion, and if so how?
What are the other options?
Thanks
JD
Knowledge Article Number: 838295
Description
Steps to create a formula field which contains an hyperlink to a local file.
Resolution
For creating a link to a network/local file, you may need a custom text file (to introduce the path) and a formula field. A URL field will always add "http://" prefix. Please follow the steps below:
1. Create a text field (for example, with the following name: "Path")
(Setup | Customize | {Object} |Fields and click New in the Custom Fields & Relationships section of the page)
2. Create formula field with data type: Text (for example, with the following name: "File") to link to that file:
HYPERLINK("file://"&{!Path__c},"View")
You now have a link, called "View," for example, with which the file can be accessed directly from the object by right clicking and selecting "Save Target As."
You can also use this concept to point to network folders - create a formula field on the Account record which links to the network folder for that client, etc.
NOTE: For security purposes, Mozilla applications block links to local files (and directories) from remote files. This includes linking to files on your hard drive, on mapped network drives, and accessible via (UNC) paths. To have access to those files you need to install "Local Link" add-on in your Firefox: http://kb.mozillazine.org/Links_to_local_pages_don't_work
Real question: using two services to directory is not recommended, but I'm not sure I see another way and wanted feedback from the group.
Work flow
Our phone system records all calls and can upload them via ftp to the freenas server at completion of call.
User then decides if call needs to be kept. Ie cold sales call/personal call delete. Client, lead, or opportunity keep. If delete goto folder and delete file.
If keep call gets logged in salesforce and a hyper link to the call recording is created. (Process for creating link is below).
Do you guys see any issues with this?
What are the potential pitfalls?
Would you implement in a different fashion, and if so how?
What are the other options?
Thanks
JD
Knowledge Article Number: 838295
Description
Steps to create a formula field which contains an hyperlink to a local file.
Resolution
For creating a link to a network/local file, you may need a custom text file (to introduce the path) and a formula field. A URL field will always add "http://" prefix. Please follow the steps below:
1. Create a text field (for example, with the following name: "Path")
(Setup | Customize | {Object} |Fields and click New in the Custom Fields & Relationships section of the page)
2. Create formula field with data type: Text (for example, with the following name: "File") to link to that file:
HYPERLINK("file://"&{!Path__c},"View")
You now have a link, called "View," for example, with which the file can be accessed directly from the object by right clicking and selecting "Save Target As."
You can also use this concept to point to network folders - create a formula field on the Account record which links to the network folder for that client, etc.
NOTE: For security purposes, Mozilla applications block links to local files (and directories) from remote files. This includes linking to files on your hard drive, on mapped network drives, and accessible via (UNC) paths. To have access to those files you need to install "Local Link" add-on in your Firefox: http://kb.mozillazine.org/Links_to_local_pages_don't_work