- Step 1: Create a new custom report from the reports tab. On the report apply filters based on how you would like the...
- Step 2: Run the new custom report and copy the URL from the browser. Under Customize in the Setup menu select the object...
- Step 3: Click save and add the custom link to the appropriate page layouts.
- 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.
How to create a custom report URL link in Salesforce Lightning?
How I solved it: 1 Prepare the report URL#N#Frame the report URL the same way you would for creating a custom URL link for your report. 2 Create a screen flow#N#Once we have the report URL ready, we can set up the screen flow with a Display Text component... 3 Embed the flow on the Lightning record page More ...
How to create custom reports in Salesforce?
Creating custom reports in salesforce Nowselect Next. Step 2 :- Defining report records set. Select object relationship which will be displayed when we run custom report type. Relationships determines the object and the fields to be displayed when we run a report. Creating custom reports in salesforce
How to create a custom link to a document in Salesforce?
Placing a link to a specific document can be done very easily by creating a custom link to a document within Salesforce. Step 1: Create a folder on the Documents tab with which all applicable users have access, and then upload the document to that folder. Step 2: Locate the document under the Documents tab, and click View file.
How do I add a custom link to a report?
To add a custom link that results in a filtered report you will need to pass the object’s unique record ID to the report. Step 1: Create a new custom report from the reports tab. On the report apply filters based on how you would like the report filtered in the future and leave the filter value blank (leave the field and operator). Save the Report.
How do you hyperlink a report?
Right-click the component, and select 'Hyperlink' from the context menu. This opens the Hyperlink tab in the 'Format' panel. 3. Select the 'Asset Link' option to target a drill-down report, or select the 'Web Link' option to target a web page.
How do I create a custom report in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...
How do I create a custom URL button in Salesforce?
If you want the button or link to launch a custom page or other code, consider a Visualforce page.From the management settings for the object that you want to edit, go to Buttons, Links, and Actions. ... Click New Button or Link. ... For Display Type, select Detail Page Link, Detail Page Button, or List Button.More items...
How do I find the report URL in Salesforce?
Build the Resource URLhttps://MyDomainName.my.salesforce.com. Then add the version information:/services/data/v55.0. Then add the resource:/analytics/reports. Put together, the full URL is:https://MyDomainName.my.salesforce.com/services/data/v55.0/analytics/reports.
How do you create a custom report?
Create a Custom ReportSign in to Google Analytics.Navigate to your view.Open Reports.Click Customization > Custom Reports > +New Custom Report.Enter a Title.(Optional) Click +add report tab. ... Select a report type: Explorer, Flat Table, Map Overlay, or Funnel. ... Define your dimension and metrics.More items...
What is a custom report in Salesforce?
What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.
How do I create an external link in Salesforce?
How to add a Remote site (external URL) in Salesforce LightningOpen Salesforce Lightning!Click on gear icon.3) Click on "Setup" It will open in new tab.Go to "Quick Find" and type "Remote Site Settings"Click on "Remote Site Settings"Click on "New Remote Site"Enter a name for "Remote Site"Enter "Remote Site URL"More items...
What is custom button and links in Salesforce?
Define Custom Buttons and Links Define the action that occurs when a user clicks a custom button or link. Custom buttons and links can streamline actions within Salesforce or integrate Salesforce data with external URLs, applications, or systems.
How do I add custom links to my homepage 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 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?
Share a Report or Dashboard Folder in Lightning ExperienceClick next to the folder name on any page that lists report or dashboard folders.Click Share.Form the Share With dropdown, select who you want to share with.For Name, enter the name you want to match.More items...
How do I create a dynamic report in Salesforce?
Use the following steps to create the hyperlink object:Enter Setup.Find the Object used to launch the dynamic report. ... Scroll down to the Custom Fields & Relationships section.Click the New button.Select the Formula data type.Click Next.Enter Open in the Field Label. ... Enter a meaningful value in the Field Name.More items...•
When creating a report for use in a custom link, what do you do?
When creating a report for use in a custom link, set date ranges and report options generically so that report results include a variety of data that can be useful for multiple users.
What is SSL in Salesforce?
Instead, pass session IDs with a secure sockets layer (SSL) “https” URL. Any data that is passed to other applications hosted on the Internet should always use SSL since it may contain sensitive customer information. Use Relative Links to Salesforce Pages. When creating a custom link to a page within Salesforce, ...
Does Salesforce change field names?
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.
Key business problem
I want to be able to place report links that have merge fields at the top of a record detail page and conditionally show them based on criteria identified.
Background
Every administrator gets this request: adding report links to detail pages. Based on the complexity of the requirement—like the placement of the report link on the page layout, merge fields, and controlling visibility—the options to achieve it vary.
How I solved it
Today, with the capabilities of flows, you can place the link anywhere on the page, control the visibility of the report link, and pass the values for the merge field. I’ve created a solution using a simple screen flow (that only has a Display element) and a standard Flow component on the Lightning record page for that object.
Business results
Users can now see report links that need to be placed at specific locations.
Do try this at home
Let us know what you thought of this solution, and tell us how you want to use it on Twitter using #AwesomeAdmins #HowISolvedThis.
How to create a link to a document in Salesforce?
Step 1: Create a folder on the Documents tab with which all applicable users have access, and then upload the document to that folder. Step 2: Locate the document under the Documents tab, and click View file.
How many reports are there in a sales rep?
Many sales reps will tell you that there are two or three reports that are critical to the planning process. In most orgs these reports are available under the reporting tab, so reps can access the report and then apply the necessary filters to get specific information relating to a single object (i.e. Account or Contact).
Can a sales rep search the internet?
It is very possible that a sales rep may want to search the internet for recent news relating to a field on an object (i.e. Account Name, etc.) or for a map to a location. This can be quickly accomplished by creating a custom link using standard search queries.
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 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.
