How to create a custom link in salesforce

• Back at the main Setup screen in Salesforce, scroll down to Build > Customize > Accounts and choose Page Layouts.
• Choose the layout you want the custom link to appear on. For the purposes of this article, click step. Edit next to Account Layout.
• In the Account Layout Widget at the top of the screen, select Custom Link in the left menu.
• Next, click and drag the gray button with the name of your custom link created in Section 2 down to the Custom Links area of the page below. …
• Click Save in the top left of the Account Layout Widget.

Full
Answer

What are custom links in Salesforce?

Custom links are hyperlinks that can include Salesforce fields as tokens within a URL or on Visualforce pages. For example, you could include an account name in a URL that searches Yahoo: The link label of a custom link cannot exceed 1,024 characters. The link URL you enter can be up to 3,000 bytes.

How do I link to a document in Salesforce?

Linking to Documents Use custom links to reference documents from any Salesforce record detail page: Create a folder on the Documents tab to which all users have access. Upload the document to that folder.

How do I add a link to a custom button?

Click for the image you just uploaded and select Share. Click the carat next to Who Can Access to expand that section. In the Public Link Sharing area, click Create Link. This generates a public URL for the file that you can share with others, or in this case, add as a URL to a custom button or link.

What is a custom button in Salesforce?

Custom buttons can connect users to external applications, such as web pages, and launch custom links. You can choose the display window properties that determine how the target of a link or button is displayed to your users. Custom links can include Salesforce fields as tokens within the URL.

How do I create a custom URL button in Salesforce?

Create a Custom Detail Page ButtonFrom Setup, click Object Manager, then click Account.Click Buttons, Links, and Actions, then click New Button or Link.Name the button Map Location .Select Detail Page Button.Click Save, then click OK. … Click Page Layouts, then click Account Layout.More items…

How do I create a custom report link in Salesforce?

my.salesforce.com/001200030012j3J .From the Reports tab, create the report you want by either customizing a standard report or creating a custom report.Filter the report by the record ID you copied. … Run the report to verify that it contains the data you expect.Click Customize.More items…

How do I create a link field in Salesforce?

Add a Link to a URL Directly Within Your Salesforce RecordsClick on the gear icon in the upper right corner and click Setup.Click the Object Manager tab.Find the object you want to add the field to.In the left navigation click Fields & Relationships.Click the New button.Find and click on the URL radio button.Click Next.More items…

What is the use of custom link in Salesforce?

Custom links can link to an external URL, such as www.google.com , a Visualforce page, or your company’s intranet. Custom links can also link to a custom s-control in the custom s-control library, such as a Java applet or Active-X control.

How do I share a report link in Salesforce?

Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

How do I share a report link in Salesforce lightning?

Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done.

How do I create a dynamic URL in Salesforce?

Set Up Dynamic URLsFrom Setup, enter All Sites in the Quick Find box, and select All Sites.Next to your site, select Workspaces.Select Administration, and then select Login & Registration.

How do I add a link to a text field in Salesforce?

Create a formula field by name say:- Link__c.Set the formula to say :- HYPERLINK( “https://ap1.salesforce.com/? id=” + Id, AccountDetail, “_self ”)Now use it in your report.

How do I show a URL field in Salesforce?

Select the “URL” data type radio button and then click the “Next” button. Enter the all required fields and then click the “Next” button. Click the “Next” button in the field level security page. In the Add to page, layout page click the “Save” button.

How do I create a custom link in Salesforce lightning?

Adding Default Custom LinksFrom the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.Click Default Custom Links.Next to a sample link you want to add, click Add Now!.Change the default data for the link, as necessary.Choose Save.More items…

How do I add a custom link in lightning component?

To link to Lightning Experience pages, use lightning:formattedUrl in your custom component. The lightning:formattedUrl component displays a URL as a hyperlink. If you use raw anchor tags or the ui:outputUrl (deprecated) component for links, the page does a full reload each time you click the link.

What is a custom link?

Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your company’s intranet. Custom buttons can connect users to external applications, such as web pages, and launch custom links. You can choose the display window properties that determine how the target of a link or button is displayed to your users.

What is a custom button in Salesforce?

Custom links can include Salesforce fields as tokens within the URL. For example, you can include an account name in …

What are Custom Links?

Administrators and users with the “Customize Application” permission can create custom links.

Linking to Documents

Use custom links to reference documents from any Salesforce record detail page:

Linking to Reports

Use custom links to run reports with filtered results from any Salesforce record detail page. For example, if you frequently run a mailing list report for the contacts related to an account, create a custom link for accounts that links directly to a report that is automatically filtered to the account you are viewing.

Best Practices for Advanced Users

Salesforce has no plans to change field names; however, that does not guarantee that field names will not change in the future. Therefore, custom links that include Salesforce fields may change how they are mapped.