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Assign Redirect URLs

Overview

As an administrator, you can configure different redirect URLs (when committing opportunities) for the organization and various users/profiles. This feature enables integrated and natural work flows for users, reduces clicks and the risk of manual/user process errors.

These redirect URLs are configured in Aria Hierarchy Custom Settings. If no redirect URL is configured for any user, profile or organization, then the user is redirected to the opportunity detail page after commit. If a redirect URL is only applied at the company level, this redirect is used as the default.  

When the user is redirected, the opportunity ID is added to the configured URL as a parameter.

Configure Redirect URLs for Company After Opportunity Commit 

The instructions below describe how to set a new default redirect URL at the company level. Further, you can also specify redirects for users and profiles to override the default. 

Note: A user must have administrator role to configure these URLs. 

Getting Here: Setup > Develop > Custom Settings > Aria Hierarchy Custom Settings 

Aria Hierarchy Custom Settings 3.17.png

  1. Click Manage. The custom settings for the organization display.  
  1. Click New. 

Default Organization Level 3.17.png

Note: If a redirect URL has already been configured for the organization, an edit button displays next to the New button. Click Edit if you wish to edit the redirect URL, and follow the steps below. 

  1. Enter a redirect URL. URLs are configured using Salesforce merge fields (e.g.  /apex/configureServiceDelivery?id={!opportunity.opportunityid})

Enter URL Organization Level 3.17.png

  1. Click Save. A confirmation page displays. The redirect URL specified is now the default for the organization.

Configure Redirect URLs for User and/or Profiles After Opportunity Commit 

Getting Here: Setup > Develop > Custom Settings > Aria Hierarchy Custom Settings 

Aria Hierarchy Custom Settings 3.17.png

  1. Click Manage. The custom settings for the organization display.  
  2. Click New.

New User or Profile URL 3.17.png

Note: If user and/or profile redirect URLs have already been assigned, these records display with the option to View, Edit, or Delete.  To edit, click edit and follow the steps below. 

  1. Select either User or Profile from the Location drop-down. 
  2. In the adjacent field, enter the User's name or the Profile name. 
  3. Enter the redirect URL. URLs are configured using Salesforce merge fields (e.g.  /apex/configureServiceDelivery?id={!opportunity.opportunityid})
  4. Click Save. The assigned redirect URL for the company, user and/or profile displays on Aria Hierarchy Custom Setting page. 

Company and Profile Redirects 3.17.png

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