In the left-hand Search panel, look for Related Quick Links Drag the Related Quick Links to the section of the page that you want it to display Click Save for the page – at this point it will display the same list that you have the detail page layout
- On the right hand of the screen, under Lightning Components, find Related List Quick Links.
- Click and drag the component to the Page Layout screen. It can be placed in the Side Bar or in the heading.
How do I add custom links to documents in Salesforce?
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. From the Documents tab, choose the folder and click Go. Click View next to the document.
How do I add related quick links to a page?
From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page In the left-hand Search panel, look for Related Quick Links Drag the Related Quick Links to the section of the page that you want it to display
What is the related Quick Links feature in Salesforce Lightning?
One of the features somewhat buried in the Lightning platform for the Lightning record pages is the Related Quick Links feature. This is a really awesome feature because it helps all of those who are in Classic and looking to move to Lightning but are struggling with the number of Related Lists that they have on the page.
How do I add Actions to a Salesforce Lightning page?
Click OK to add the actions to your Lightning Page, and then click Save. The Actions property at the bottom of the inspector now shows the actions that you added. Activate the app, which automatically creates tabs and adds them to the Salesforce mobile app navigation.
How do I customize quick links in Salesforce?
Setup:From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.In the left-hand Search panel, look for Related Quick Links.Drag the Related Quick Links to the section of the page that you want it to display.More items...•
How do you add a link to a Quick Link?
Add the Quick links web partIf your page is not already in edit mode, click Edit at the top right of the page.Hover your mouse above or below an existing web part and you'll see a line with a circled +, like this:Click. ... Type over the Quick links title to add your own title.More items...
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...
Can we add quick action in related list?
The last step is simply to place the Action on the relevant Account page layout under “Mobile and Lightning Actions.” Afterwards, it will appear as a clickable button in the highlight panel of an Account Record Page. These Quick Actions can also be placed directly on Related Lists and List Views.
How do I use quick links?
1:103:30Chain quick links: A quick guide to easy connection - YouTubeYouTubeStart of suggested clipEnd of suggested clipPut the links into the opposing ends of the chain. And bring them together link them together usingMorePut the links into the opposing ends of the chain. And bring them together link them together using the large slotted holes to join correctly the goal is to pull the link apart.
Where are my quick links?
On the Home screen, the My Quick Links pane contains links that provide easy access to your most frequently used features and content. found next to features and content that are linkable in Checkpoint. When you click this icon, a link to the associated feature or content is added to the My Quick Links pane.
How do I add a quick link in Salesforce Lightning home page?
To Add Related List Quick Links to the Page Layout: On the right hand of the screen, under Lightning Components, find Related List Quick Links. Click and drag the component to the Page Layout screen.
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 add custom links to lightning home page?
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 quick action in Salesforce?
Create a Quick ActionClick the setup gear. ... Enter Global Actions in the Quick Find and select Global Actions.Click New Action.Leave the Action Type as Create a Record. ... In the Label field, enter Waypoint . ... Click Save.In the next Action Layout screen, leave Waypoint Name as the only field in the layout.
Where are Salesforce quick actions?
In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. In Lightning Experience, they appear in different areas of the user interface, depending on the action's type.
How do you add a quick action to a list view?
Select the object you want to allow mass quick actions on. Select Search Layouts for Salesforce Classic. Edit the List View layout. In the List View Actions in Lightning Experience section, add the actions that you want your users to be able to perform on list views for multiple records.
How to activate field sales app?
Click Activation.... On the Page Settings tab, type Field Sales App for the App Name. It should already be defaulted in for you. Leave all other defaults as is. On the Mobile Navigation tab, click the Add page to app button and then drag the Field Sales App icon and place it below the Today icon. Click Save to activate.
What is a quick action?
Quick actions allow users to quickly create and modify records. After you add the actions, you activate the Lightning Page as an app, which makes it available to mobile users.
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 ...
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