Client Center supports launching the meeting forms with different layouts and pre-populated data through URL so that you can deeplink into Tier1 from other applications or from Salesforce. The articles covers the expected URL format and the supporting parameters.
Please note that there is a maximum URL length limit applicable in browsers.
It’s essential to avoid using special or reserved characters in parameter values to prevent parsing errors.
URL FORMAT
The general URL format for launching meeting form is as follows:
<Namespace Org Domain>/apex/T1C_Base__ACEQuickAddEntity?layoutPath=<layoutPath>&<parameter1=parmeter1Value>&<parameter2=parmeter2Value>NEW MEETING
Example to launch a new meeting form with a specific layout:
<Namespace Org Domain>/apex/T1C_Base__ACEQuickAddEntity?layoutPath=ACE.Core.QuickAdd.Layouts.QAMURL PARAMETERS
LayoutPath (string)
The subfeature path which contains the layout of the new meeting form.
Sample value: layoutPath=ACE.Core.QuickAdd.Layouts.QAM
contactIds (string)
Prepopulate the contacts in the new meeting form. Must be comma delimited list of contact Ids, use either the 18 character or 15 character contact Ids.
Sample value contactIds=003a5000001FyE1,003a5000002kFxN
relatedToId (string)
Prepopulate the related to. Must be salesforce Id of a record such as opportunity Id or deal Id. Use either the 18 character or 15 character Id.
When using this parameter, both the relatedToId and relatedToType are required.
Sample value relatedToId=006a5000000wygl
relatedToType (string)
Prepopulate the related to. Must be the object label configured in AFR.
When using this parameter, both the relatedToId and relatedToType are required.
Sample value relatedToType=Opportunity
EDIT MEETING
Example to launch edit meeting form with a specific layout:
<Namespace Org Domain>/apex/T1C_Base__ACEQuickAddEntity?layoutPath=ACE.Core.QuickAdd.Layouts.QAM&entityId=00Ua5000000RA89URL PARAMETERS
LayoutPath (string)
The subfeature path which contains the layout of the edit meeting form.
Sample value: layoutPath=ACE.Core.QuickAdd.Layouts.QAM
entityId (string)
entityId - Salesforce meeting Id, use either the 18 character or 15 character meeting Id.
Sample value: entityId=00Ua5000000RA89
viewOnly (string)
When retrieving an existing meeting, appending this parameter viewOnly=true in the URL enables the read only mode.
In read only mode, the save buttons of the meeting form are disabled. Users can interact with the form, but cannot save the changes.