Nonprofit Success - Custom Buttons and SControls
Custom Button Quick Reference
The following screenshots provide a visual aid to jump to the detailed explanation of each button. Follow the available hyperlinks to jump to a more detailed explanation of the functionality within the document.
Campaign Layout
Detail Page Buttons
- Generate Mailing Labels
- Launches S-Control : GenerateMailingLabels
Detail Page Link
- View All Campaign Members
- URL to the Campaign Call Down report
Contact Layout
Detail Page Buttons
- Create Connection
- Launches S-Control : ContactConnectionCreatefromContact
- View Connections
- URL to a Report that displays connections between contacts and organizations
- Setup Pledge
- Launches S-Control : Donation_Set_up_Pledge_from_Contact
- Setup Recurring Donation
- Launches S-Control : Donation_Setup_Recurring_from_Contact
Image Buttons
- Create Household for this Contact
- Launches S-Control : CreateHouseholdforContact
- Copy Contact Address to Household
- Launches S-Control : Households_CopyAddressbetweenContactandHousehold
Donations Related List Buttons
- Contact Donation
- Launches S-Control : Donation_Create_from_Contact
- Contact Membership
- Launches S-Control : Donation_Create_Membership_from_Contact
- Contact Pledge Payment
- Launches S-Control : Donation_Create_Pledge_Payment_from_Contact
- Contact Donation History
- URL to a Report that displays donation history of the current contact
- Contact Grant (not visible by default)
- Launches S-Control : Donation_Create_Grant_from_Contact
- Contact Major Gift (not visible by default)
- Launches S-Control : Donation_Create_Major_Gift_from_Contact
- Contact Matching (not visible by default)
- Launches S-Control : Donation_Create_Matching_from_Contact
Organization Layout
Detail Page Buttons
- Generate Mailing Labels
- Launches S-Control : GenerateMailingLabels
- Create Connection
- Launches S-Control : ContactConnectionCreatefromOrganization
- View Connections
- URL to a Report that displays connections between contacts and organizations
- Setup Pledge
- Launches S-Control : DonationSetupPledgefromOrganization
- Setup Recurring Donation
- Launches S-Control : DonationSetupRecurringfromOrganization
Contacts Related List Buttons
- All Contacts in this Organization
- URL to a Report that displays contacts associated to the current organization
Donations Related List Buttons
- Organization Donation
- Launches S-Control : Donation_Create_from_Organization
- Organization Pledge Payment
- Launches S-Control : Donation_Create_Pledge_Payment_from_Organization
- Organization Donation History
- URL to a Report that displays donation history of the current organization
- Organization Membership (not visible by default)
- Launches S-Control : Donation_Create_Membership_from_Organization
- Organization Grant (not visible by default)
- Launches S-Control : Donation_Create_Grant_from_Organization
- Organization Major Gift (not visible by default)
- Launches S-Control : Donation_Create_Major_Gift_from_Organization
- Organization Matching (not visible by default)
- Launches S-Control : Donation_Create_Matching_from_Organization
Pledges Layout
Detail Page Buttons
- Pledge Payment
- Launches S-Control : Donation_Create_Pledge_Payment_from_Pledge_Object
Recurring Donation Layout
Detail Page Buttons
- New Donation
- Launches S-Control : Donation_Create_from_Recurring_Donation
Custom S-Controls
An s-control is an HTML page that is rendered within the Force.com platform user interface layer. This is accomplished by creating a portion of the user interface using an IFrame and publishing your HTML page in that IFrame. There are very few restrictions on what can be contained in the HTML that is hosted by that IFrame. An s-control can run JavaScript, embed ActiveX or Java applets, or even Flash.Whatever is appropriate for an HTML page is generally acceptable as an s-control. With the AJAX Toolkit, one can create an s-control page that contains API calls and processes Salesforce data.
Several s-controls have already been created in the nonprofit template. Though technical in nature, the following sections intend to provide a reference to help developers understand the s-controls that are part of the template.
Quick View
This table provides a brief snapshot of all custom S-Controls that come as part of the nonprofit template. You can use this table to quickly link to a more detailed description of each S-Control within the document.
| # | Name | Description |
| 1 | ContactConnectionCreatefromContact | used to create new contact connection from contact |
| 2 | ContactConnectionCreatefromOrganization | used to create new contact connection from organization |
| 3 | CreateHouseholdforContact | used to create a new household for a contact |
| 4 | Donation_Create_from_Contact | used to create new donation from contact record |
| 5 | Donation_Create_from_Organization | used to create new donation from organization record |
| 6 | Donation_Create_from_Recurring_Donation | used to create new donation from recurring donation record |
| 7 | Donation_Create_Grant_from_Contact | used to create new grant application from contact record |
| 8 | Donation_Create_Grant_from_Organization | used to create new grant application from organization |
| 9 | Donation_Create_Major_Gift_from_Contact | used to create new major gift from contact record |
| 10 | Donation_Create_Major_Gift_from_Organization | used to create new major gift from organization |
| 11 | Donation_Create_Matching_from_Contact | used to create new donation from contact record |
| 12 | Donation_Create_Matching_from_Organization | used to create new donation from organization record |
| 13 | Donation_Create_Membership_from_Contact | used to create new membership from contact record |
| 14 | Donation_Create_Membership_from_Organization | used to create new membership from organization record |
| 15 | Donation_Create_Pledge_Payment_from_Contact | used to create new pledge payment from contact record |
| 16 | Donation_Create_Pledge_Payment_from_Organization | used to create new pledge payment from organization record |
| 17 | Donation_Create_Pledge_Payment_from_Pledge_Object | used to create new pledge payment from pledge record |
| 18 | Donation_Set_up_Pledge_from_Contact | Set up pledge for pledge payments |
| 19 | DonationSetupPledgefromOrganization | Set up pledge for pledge payments |
| 20 | Donation_Setup_Recurring_from_Contact | used to create new recurring donation from contact record |
| 21 | DonationSetupRecurringfromOrganization | used to create new recurring donation from organization |
| 22 | GenerateMailingLabels | Generate Avery format Mailing Labels from an Organization or Campaign object. |
| 23 | Households_CopyAddressbetweenContactandHousehold | Use this as a custom link for copying an address from a Household to a Contact, or the other way around. |
| 24 | Households_Create_Contact_and_Household_from_Tab | A tab for creating a Contact (or two) along with a Household |
| 25 | LeadConversion | Sick of converting leads the old fashioned way? The AJAX interface of this lead conversion utility will make lead conversion fun again. Plus, create Donations for leads that have Donation data associated with them--i.e. importing online donations. |
| 26 | LeadConversionAbout | This S-Control displays a lengthier explanation of the purpose of the Lead Conversion Tab for reference purposes |
| 27 | LeadConversionSplashScreen | This splash page S-Control gives a very brief one-time description of the purpose of the Lead Conversion Tab |
| 28 | RecordTypesLookup | return record type id’s given record type name |
ContactConnectionCreatefromContact
Summary
| Description | used to create new contact connection from contact |
| Type | HTML |
| Used Where | Contact Layout Create_Connection (Detail Page Button) |
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| Details |
ContactConnectionCreatefromOrganization
Summary
| Description | used to create new contact connection from organization |
| Type | HTML |
| Used Where | Organization Layout Create_Connection (Detail Page Button) |
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| Details |
CreateHouseholdforContact
Summary
| Description | Used to create a household for a contact |
| Type | HTML |
| Used Where | Contact Layout Create Household for this Contact (Image Button) |
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| Details |
Donation_Create_from_Contact
Summary
| Description | used to create new donation from contact record |
| Type | HTML |
| Used Where | Contact Layout Contact_Donation (List Button) |
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| Details |
Donation_Create_from_Organization
Summary
| Description | used to create new donation from organization record |
| Type | HTML |
| Used Where | Organization Layout Organization_Donation (List Button) |
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| Details |
Donation_Create_from_Recurring_Donation
Summary
| Description | used to create new donation from recurring donation record |
| Type | HTML |
| Used Where | Recurring Donation Layout New_Donation (Detail Page Button) |
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| Details |
Donation_Create_Grant_from_Contact
Summary
| Description | used to create new grant application from contact record |
| Type | HTML |
| Used Where | Contact Layout : Donations Related List Contact_Grant (List Button) (not visible by default) |
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| Details |
Donation_Create_Grant_from_Organization
Summary
| Description | used to create new major gift from organization |
| Type | HTML |
| Used Where | Organization Layout : Donations Related List Organization_Grant (List Button) (not visible by default) |
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| Details |
Donation_Create_Major_Gift_from_Contact
Summary
| Description | used to create new major gift from contact record |
| Type | HTML |
| Used Where | Contact Layout : Donations Related List Contact_Major_Gift (List Button) (not visible by default) |
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| Details |
Donation_Create_Major_Gift_from_Organization
Summary
| Description | used to create new major gift from organization |
| Type | HTML |
| Used Where | Organization Layout : Donations Related List Organization_Major_Gift (List Button) (not visible by default) |
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| Details |
Donation_Create_Matching_from_Contact
Summary
| Description | used to create new donation from contact record |
| Type | HTML |
| Used Where | Contact Layout : Donations Related List Contact_Matching (List Button) (not visible by default) |
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| Details |
Donation_Create_Matching_from_Organization
Summary
| Description | used to create new donation from organization record |
| Type | HTML |
| Used Where | Organization Layout : Donations Related List Organization_Matching (List Button) (not visible by default) |
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| Details |
Donation_Create_Membership_from_Contact
Summary
| Description | used to create new membership from contact record |
| Type | HTML |
| Used Where | Contact Layout : Donations Related List Contact_Membership (List Button) |
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| Details |
Donation_Create_Membership_from_Organization
Summary
| Description | used to create new membership from organization record |
| Type | HTML |
| Used Where | Organization Layout : Donations Related List Organization_Membership (List Button) (not visible by default) |
Back to Quick View | |
| Details |
Donation_Create_Pledge_Payment_from_Contact
Summary
| Description | used to create new pledge payment from contact record |
| Type | HTML |
| Used Where | Contact Layout : Donations Related List Contact_Pledge_Payment (List Button) |
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| Details |
Donation_Create_Pledge_Payment_from_Organization
Summary
| Description | used to create new pledge payment from organization record |
| Type | HTML |
| Used Where | Organization Layout : Donations Related List Organization_Pledge_Payment (List Button) |
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| Details |
Donation_Create_Pledge_Payment_from_Pledge_Object
Summary
| Description | used to create new pledge payment from pledge record |
| Type | HTML |
| Used Where | Pledges Layout Pledge_Payment (Detail Page Button) |
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| Details |
Donation_Set_up_Pledge_from_Contact
Summary
| Description | Set up pledge for pledge payments |
| Type | HTML |
| Used Where | Contact Layout Contact_Pledge (Detail Page Button) |
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| Details |
DonationSetupPledgefromOrganization
Summary
| Description | Set up pledge for pledge payments |
| Type | HTML |
| Used Where | Organization Layout Organization_Pledge (Detail Page Button) |
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| Details |
Donation_Setup_Recurring_from_Contact
Summary
| Description | used to create new recurring donation from contact record |
| Type | HTML |
| Used Where | Contact Layout Contact_Recurring_Donation (Detail Page Button) |
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| Details |
DonationSetupRecurringfromOrganization
Summary
| Description | used to create new recurring donation from organization |
| Type | HTML |
| Used Where | Organization Layout Organization_Recurring_Donation (Detail Page Button) |
Back to Quick View | |
| Details |
GenerateMailingLabels
Summary
| Description | Generate Avery format Mailing Labels from an Organization or Campaign object. |
| Type | HTML |
| Used Where | Campaign Layout Organization Layout GenerateMailingLabels (Detail Page Button) |
Back to Quick View | |
| Details |
Households_CopyAddressbetweenContactandHousehold
Summary
| Description | Use this as a custom link for copying an address from a Household to a Contact, or the other way around. |
| Type | HTML |
| Used Where | Contact Layout Copy Contact Address to Household (Image Button) |
Back to Quick View | |
| Details |
Households_Create_Contact_and_Household_from_Tab
Summary
| Description | A tab for creating a Contact (or two) along with a Household |
| Type | HTML |
| Used Where | New_Contact Tab |
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| Details |
LeadConversion
Summary
| Description | Sick of converting leads the old fashioned way? The AJAX interface of this lead conversion utility will make lead conversion fun again. Plus, create Donations for leads that have Donation data associated with them--i.e. importing online donations. |
| Type | HTML |
| Used Where | Lead_Conversion Tab |
Back to Quick View | |
| Details | OptionalCustomizations:
|
LeadConversionAbout
Summary
| Description | This S-Control displays a lengthier explanation of the purpose of the Lead Conversion Tab for reference purposes |
| Type | HTML |
| Used Where | About_Lead_Conversion Tab |
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| Details | With the Rapid Lead Converter and Online Payment Importer you can convert Leads to Contacts much faster than in the Force.com UI. Merge your Lead with an existing Contact if a match is found, or create a new one. At the same time you create a new Contact, create an Organization and Household if you wish. Plus, you can create closed Opportunites for Leads if you supply an Donation Amount and Date. This is great for importing payments from online services like PayPal. Nonprofits can use this to quickly bring online donation data into Force.com, eliminating duplicate data, and creating Organization and Household information automatically. If your organization is a nonprofit, this application is a great way to get online donations into Force.com. Just download your online donation transactions to a CSV file, then upload them with the Lead Import Wizard. Now they’ll be available for conversion into Contacts, with automatic creation of Donations! This application will allow you to:
|
LeadConversionSplashScreen
Summary
| Description | This splash page S-Control gives a very brief one-time description of the purpose of the Lead Conversion Tab |
| Type | HTML |
| Used Where | About_Lead_Conversion Tab LeadConversionSplash (Custom Link) |
Back to Quick View | |
| Details | Sick of converting leads the old fashioned way? The AJAX interface of this lead conversion utility will make lead conversion fun again. Plus, create Donations for leads that have Donation data associated with them--i.e. importing online donations. Additional Help and Training
|
RecordTypesLookup
Summary
| Description | return record type id’s given record type name |
| Type | Snippet |
| Used Where | Used in the following Custom S-Controls: Donation_Create_Major_Gift_from_Organization Donation_Create_Pledge_Payment_from_Organization Donation_Create_Pledge_Payment_from_Contact Donation_Create_Membership_from_Contact Donation_Create_Matching_from_Contact Donation_Create_Grant_from_Contact Donation_Create_Major_Gift_from_Contact Donation_Create_Pledge_Payment_from_Pledge_Object Donation_Create_Matching_from_Organization Donation_Create_from_Contact Donation_Create_Membership_from_Organization Donation_Create_from_Recurring_Donation Donation_Create_Grant_from_Organization Donation_Create_from_Organization |
Back to Quick View | |
| Details |