Custom Action Name

Batch_Send_Pardot_Emails

Objects affected

None

Description

This is an example of a custom action that integrates Conga Grid with a marketing email application.

Use Cases

Send Pardot emails from a Conga Grid. This could be really useful from a targeted list of contacts or leads.

Steps

crmc.require(['sfdc', 'KendoPopup'], function (sfdc, popup) { crmc.addCustomAction({ "itemID": "Batch_Send_Pardot_Emails", "isAvailable": function (context) { // This function is called before the action item is displayed and returns a boolean if the item should be displayed // By default determine availability based on Feature Security for this action var isEnabled = this.featureSecurity.getSetting(context.objectDescribe.name, this.itemID) !== false; // Only allow this action from Contacts and Leads var isCorrectContext = context.objectDescribe.name == "Contact" || context.objectDescribe.name == "Lead"; var multipleSelected = context.selectedRows && context.selectedRows.length > 0; return isCorrectContext && isEnabled && multipleSelected; }, "getLabel": function (context) { // This function returns the display label of the action item and is called before the item is shown return "Send Engage Email"; }, "createSubmenuItems": function (context) { // If this function returns additional action item objects, they will appear as submenu items return []; }, "click": function (context) { var sendToVFPage = function() { var selectedIds = []; if (context.selectedRows.length > 0) { //Is the context Contact or Lead? Set the page to the correct VisualForce page. var page = context.objectDescribe.name == "Contact" ? "MicroCampaignContact" : "MicroCampaignLead"; Object.each(context.selectedRows, function (item) { selectedIds.push({name: "ids", value: item["Id"]}); }); var parameters = { retURL: context.actionGrid.settings.pageURL, }; sfdc.postToVFPage("pi", page, parameters, selectedIds, false, "_blank"); } else { popup.popup('Please select records', 'Select at least one record to process.'); } }; // Include static resource from managed namespace pre-creates session and allows us to safely POST data without the redirect issue var head = document.getElementsByTagName('HEAD').item(0); var script = document.createElement("script"); script.type = "text/javascript"; head.appendChild(script); var domains = window.location.hostname.split("."); if (domains.length == 3) { instance = domains[0]; } else { instance = domains[1]; } script.src = "https://pi." + instance + ".visual.force.com/resource/loadingSpinner?ts=" + new Date().getTime(); //On error call page logic because you will still have a session. script.onerror = function() { sendToVFPage(); }; //Call page logic. script.onload = function() { sendToVFPage(); } } });});