ManualsPayments2Us Installation Manual Buttons - OptionalHow to create a manual payment button on the Persons Account tab

How to create a manual payment button on the Persons Account tab

Salesforce.com does not currently allow for Buttons to be packaged for Person Accounts.  Administrators therefore need to create their own.

Quick steps:

  1. Add a new button called "Manual Payments" to the Account buttons and links.  Use the URL value of /apex/AAkPay__manualPayment?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}
  2. Add new button to the Person Account Page Layout

1. Navigate to Setup > App Setup > Customize > Accounts > Button, Links and Actions

Navigate to Setup > App Setup > Customize > Accounts > Button, Links and Actions

2. Select 'New Button or Link'

Select 'New Button or Link'

3. Fill in the details for the new button

Fill in the details for the new button
  1. Create a Label for your new button. This will automatically be the Name
  2. Select 'Detail Page Link' for Display Type
  3. Select 'Display in new window' for Behavior
  4. Select 'URL' for the Content Source

 

4. Cut and paste the following code into the text field

Cut and paste the following code into the text field

/apex/AAkPay__manualPayment?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}

5. Add the new button to your page layout

5.1. Navigate to Setup > App Setup > Customize > Accounts > Person Accounts > Page Layouts

Navigate to Setup > App Setup > Customize > Accounts > Person Accounts > Page Layouts

5.2. Select 'Edit'

5.3. Drop and drag the buttons into the page layout

5.4. Save

Save