Salesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click. These custom links can increase productivity and reduce clutter when created. Step-1: Go to Setup=>Customize=>Home=>Custom Links.
- Click {YourName} Setup > App Setup > Customize > Home > Home Page Components.
- Under Standard Components click Edit next to Custom Links.
- In the Bookmark field enter the label you would like to appear as the custom link.
How do I add a link to my Salesforce homepage?
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 link to my homepage in Salesforce lightning?
Make custom links on the object's home page open in a new windowBrowse to: Setup | Customize | Home | Home Page Components.Under 'Custom Components', click New.Name your component that is easily identifiable such as "Links". ... Set the component Type as 'Links', click Next.More items...
How do I add a sidebar in Salesforce?
From Setup, enter Page Layouts in the Quick Find box, then select Page Layouts under Cases. Select a page layout to work with. Click Custom Console Components. Scroll to the sidebar section where you want to add the quick action component.
How do I create a custom link and 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 you create a hyperlink in Salesforce?
In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
How do you add a link in lightning?
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.
How do I edit sidebar in Salesforce?
First customize the User Interface:Click on: Setup| Customize| User Interface.Check the "Show Custom Sidebar Components on All Pages" checkbox.Click "Save"
What is a sidebar in Salesforce?
A Knowledge Sidebar is a display in a Salesforce Console that brings in relevant Salesforce Knowledge articles. Notably, the sidebar only displays for Salesforce Knowledge users once administrators set it up. The goal of the Knowledge Sidebar is to increase productivity amongst users.
How do I add aura component to page layout?
Create and Add an Aura Component to the Record PageIn the Developer Console, select File | New | Lightning Component.For the component name, enter MyContactList .Check Lightning Record Page and then click Submit.Add a reference to the Apex controller, controller="MyContactListController" , on the aura:component tag.More items...
What is buttons links actions in Salesforce?
Custom buttons and links can streamline actions within Salesforce or integrate Salesforce data with external URLs, applications, or systems. You can override the behavior of standard buttons—like New, View, or Edit—in Salesforce Classic, Lightning Experience, and mobile independently.
What is 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 you add a button on page layout?
Click Setup>Customize>Page layouts>Click on Edit in front of Page Layout you on which you want to add the button. From the top floating bar go to the left pane and click Buttons . Click Save.
How to add a Dynamo custom link in Salesforce sidebar?
Sometimes you may have a template that doesn't have any Main Object. For example, a Dynamo template to create a customized report using data from Salesforce Reports or SOQL data. Having a custom button or link in a specific object Page Layout doesn't give appropriate user experience for end-users to create those documents.
1. Create a Dynamo custom link
In Setup, under App Setup -> Customize -> and Home -> click Custom Links.
2. Create a new Home Page Component
In Setup, under App Setup -> Customize -> Home, click Home Page Components.
3. Add the link to Home Page Layout
In Setup, under App Setup -> Customize -> Home -> click Home Page Layouts.
