Required Editions.
- When you want to link to a record, enter a forward slash (/).
- Start entering the record name.
- Select a record from the list.
- Finish writing your post or comment, and click Share.
Full Answer
How to link to your most relevant records in Salesforce Chatter?
In Summer ‘18 Release Salesforce provided a way to “link to your most relevant records from a Post or Comment” in Chatter. This feature can be used directly while typing in Chatter, or from Apex code, however, they haven’t provided an out-of-the-box way to do this from declarative tools such as Process Builder or Flow.
How do I link to a specific record type in chatter?
In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type that’s enabled for your org, such as work records, accounts, opportunities, and cases. Link to up to 25 records in each post or comment.
How to post to chatter from flow?
Do you know there are also two ways to post to chatter from Flow? Let’s dive into the two very different solution! The standard action only supports plain text. In your template, you can add three interactive items – Mention, Topic, or Link to Record: Mention: @ [ ] and put User or Group Id inside. Topic: # [ ] and put strings inside.
What is chatter in Salesforce?
What is Chatter? Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.
How do you link a record in a Chatter post?
After a little administrative setup, you can link to a recently viewed record from a post or comment. In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type that's enabled for your org, such as work records, accounts, opportunities, and cases.
How do I add a record link in chatter post process builder?
1:174:58How to Use Process Builder to create Chatter Post with a URL Record Link.YouTubeStart of suggested clipEnd of suggested clipAnd then down here is where you can create the URL. Inside your message. So when I was first settingMoreAnd then down here is where you can create the URL. Inside your message. So when I was first setting the sup I wanted to just grab the lead ID.
How do I add a hyperlink to a flow in Salesforce?
3:339:56Tutorial 6- How to Create a Record Link Dynamically in the FlowYouTubeStart of suggested clipEnd of suggested clipBy the newly created id and how do i do that there is a way to do. It. So you can capture the newlyMoreBy the newly created id and how do i do that there is a way to do. It. So you can capture the newly created id there is a resource. And if you click on that you can see if you scroll.
How do I record a flow link in Salesforce?
Step 1: Salesforce Flow – Define Flow Properties. ... Step 1.1: Salesforce Flow – Add a Screen Element. ... Step 1.1. ... Step 1.1. ... Step 1.2: Salesforce Flow – Add a Create Records Element to Create a New Lead Record. ... Step 1.3: Salesforce Flow – Add a Screen to Display a Confirmation Message. ... Step 1.3.More items...•
How do you post to chatter with flow?
In Flow Builder, add an Action element to your flow. In the Action field, enter Chatter , and select Post to Chatter.
Can workflow Post to chatter?
Now not only can you update a field, create a task, or send an outbound message, but with Process Builder you can also create a record or a flow, post to chatter, submit to the approval process, and invoke other processes.
How do I add a URL to my flow?
Navigate to a URL Link from Images in Salesforce Flow ScreenNew Screen Flow. Create a New Flow and Select Screen Flow.Add a Screen Element. ... Remove Header and Footer from the Screen. ... Add Display Text Component on the Screen.Add Image using the Display Text's Editor Canvas. ... Add/Embed Link on the Image Added.
How do I add a record link in an email template in Salesforce flow?
Learn how to add a hyperlink to an image or text in email templates....Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. ... Account Name hyperlink. ... Sending Email.
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 create a link field in Salesforce?
Go to Salesforce Setup > Object Manager > Work Order....To add the created HYPERLINK formula field to the page layout in View SFM:Edit an existing View SFM Process.Go to Layout Editor tab.Add the new formula field, such as Help Portal Formula, as shown in the image.Save the View SFM Process.
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...
Post to Chatter using Lightning Flow
Hello Folks, In this blog you are going to learn about the post to chatter using lightning flow with the video tutorial for the same.
What is Chatter?
Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location.
Flow Scenario
You need to send a chatter post to the Account when the related opportunity moved to stage i.e Closed Won with Opportunity details like Name, Amount, and with the link so that the user can simply see the details with just one click.
