Monday, May 14, 2007

Add Yahoo IM to salesforce.com contacts

I found this while looking for information on tweaks I can make to my salesforce.com account. I was looking for a way to add images into contact and account records and came across this. This simple mod not only allows you to add a contacts Yahoo IM name into a special field, it goes one step further to create an icon that will tell you if that contact is online or off. Now the search is on to find simular mods that can do the same for AIM, Google and MSN.

Here are the steps.

1. Set up a custom field. Read this if you need help.

2. Create a custom field of data type “text”

3. Create a field label of "Yahoo IM" and edit the the field name to say "YahooName". use a length you feel comfortable with. I used 50. Click Next

*Now the text field is complete and can be added to the page layout. Next the fun part.

1. Set up another custom field.

2. Create a custom field of data type “Formula”. On Step 2 of the wizard, specify a return type of “Text”.

3. On Step 2 of the wizard reate a field label of "Yahoo" and edit the the field name to say "Yahoo".

4. On step 3 of the wizard cut and paste this text into the box.

IF(LEN(YahooName__c)=0,"", HYPERLINK("ymsgr:sendIM?" & YahooName__c, IMAGE("http://opi.yahoo.com/online?u=" & YahooName__c & "&m=g&t=0", " ")))


*Now add a Yahoo IM screen name to a contact record. It's better if you use someone that you know is online. If all goes well when you add the IM you will see this.


I know that other IM's ust have APIs that can be used. If you know of any, drop me a line. (koka101 at gmail dot com)

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