Finish all CRM Customization to Start Writing the Deluge Code

There are just a few things you might have to do to customize the CRM and they are quite simple.

In whichever module you will use to distribute the dashboard (here, it is in the Contacts module), create a section for a few fields, “Analytics Link” (URL field), “Start Date”, and “End Date”. You may create a layout rule if you want to hide/show these fields.

Then, set up the beginning of a workflow rule. This will run the function that we create to build the custom URL to share. So, in this case, we want it to run any time an Affiliate Contact record is edited. No need to run it for regular contacts. There in the workflow rule itself, you can start writing the Deluge code.