Can you share an example of a URL from SF when the user reaches the page with the opp id included? Effectively I'm looking for 'what should the exact url be?'
Then, which part of that URL represents the opp ID you want to pass through?
ANd finally, can you share a screenshot of how you've configured your filter.
can't send you any link to be honest due to the information held there but i have figured out that the last 12 digits represent the part of the url that links to a direct and specific Opportunity.
My action includes this and so might be the issue as it is only going o the one Opp identified within the url.
The action filter was I assume as per normal- find the url, add to the set up, choose the source sheets, run the action on [in my case on menu ]
Could be i need to lock in the Opp ID someway though
actually it is only the last 5 digits which are unique to the opportunity
so if i can find a way to lock them in then i think i might be ok
I can't really provide any advice without seeing an example of what you need and an example of what's being produced right now.
For what it's worth, I assume I won't be able to access your SF data without a login but that aside, you could provide examples which are slightly changed. I just need to be able to better visualize what you're trying to achieve and why your current filter config in Tableau isn't providing that.
I don't know right now if this is a Tableau thing or a SF thing.
Hi Greg- I had the same question and found one way to do this. You can "hack" the URL for a string search using the format: https://xxxxx.my.salesforce.com/_ui/search/ui/UnifiedSearchResults?searchType=2&str=
I took the Opportunity Name field in Tableau and appended it to the above hard coded string. It looks like this:
Hope this helps!
Brilliant! Thank you so much, this works like a charm and I was struggling with how to do this!