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QuoteWerks Knowledgebase Topic (Article ID 6113)

salesforce.com - Invalid Data when creating new Custom Link

This information applies to :

Article ID
6113

Created/Updated
August 14, 2018

Category
salesforce.com


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:
I am trying to create a new Custom Link in salesforce.com under Setup-CustomForce-Customize-Opportunities-Custom Links.

When I paste the URL string from the QuoteWerks helpfile, I get the following message in salesforce.com:

Error: Invalid Data.
Review all error messages below to correct your data.

Cause:
This can occur if salesforce.com changes a field name. For instance the Billing address field was {!Account_BillingAddress}, but is now {!Account_BillingStreet}

Solution:
You will want to review the field names in the URL with those in the available Merge Fields in the Define Link Contents step of creating a New Link.


As of October 28th, 2014, the following URL worked for creating a New Quote From within a salesforce Opportunity:

Link URL (for Opportunities tab):

https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=newquote&source=salesforce.com&context=opportunity&SoldToCMOpportunityRecID={!Opportunity.Id}&DocName={!Opportunity.Name}&SoldToCMAccountNo={!Account.Id}&SoldToCompany={!Account.Name}&SoldToAddress={!Account.BillingStreet}&SoldToCity={!Account.BillingCity}&SoldToState={!Account.BillingState}&SoldToPostalCode={!Account.BillingPostalCode}&SoldToCountry={!Account.BillingCountry}&ShipToCompany={!Account.Name}&ShipToAddress={!Account.ShippingStreet}&ShipToCity={!Account.ShippingCity}&ShipToState={!Account.ShippingState}&ShipToPostalCode={!Account.ShippingPostalCode}&ShipToCountry={!Account.ShippingCountry}&SoldToPhone={!Account.Phone}&SoldToFax={!Account.Fax}


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