Slaesforce FAQ

how to get a direct link to a salesforce case

by Ross Kris PhD Published 3 years ago Updated 2 years ago
image

Insert a new column to the right of Column A. In cell B2, enter =HYPERLINK ("https://instance.salesforce.com/"&A2) Copy this formula down to all cells and you will now have a hyperlink from your export file back to each Case record.

Full Answer

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.

Can I link to or import data from Salesforce?

Note The ability to link to or import data from Salesforce is only supported in volume licensed instances of Access 2019 or the following Microsoft 365 Enterprise plans: Microsoft 365 Apps for enterprise, Office 365 Enterprise E3, and Office 365 Enterprise E5. For more information, see Compare Microsoft 365 Enterprise Plans.

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 Connect Microsoft Access to Salesforce?

In the Microsoft Access – Connect to Salesforce dialog box, do the following: Enter a username and password in the Username and Password boxes. Enter a security token in the Security Token box. Optionally, enter one or more connection parameters in the Additional Connection String Parameters box. For more information, see Connection Parameters.

image

How do I link a case in Salesforce?

0:001:29Use Case Hierarchy to Link Cases in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can see any related parent case and from here you can easily relate another case let's relateMoreYou can see any related parent case and from here you can easily relate another case let's relate this case to our case for billing. Issue now from the case using the case hierarchy.

How do I add a case link to an email template in Salesforce?

When creating your email template in HTML, do the following: Insert the {! Case. ... While CaseNumber is highlighted, click the Insert a Link button. In the link field that pops up, paste {! Case. ... Test it with a case.

How do I copy a link in Salesforce?

Salesforce Classic also has a copy link feature....Note You aren't notified when someone shares a link to one of your posts.In your Chatter feed, go to the post you want to share.Click Share.In the dropdown list, select Copy Link.In the Copy Link to Thread dialog, click Copy Link.More items...

How do I follow a case in Salesforce?

The user can click the Follow button on the Case (in the Chatter Feed area) and they will be notified of any of the feed updates. You can then control which field changes cause a feed update by using the Setup > Feed Tracking page and selecting the Case fields.

How do I create a flow link in Salesforce?

3:179:56Tutorial 6- How to Create a Record Link Dynamically in the FlowYouTubeStart of suggested clipEnd of suggested clipOr you can click on this and you can go to that newly created record here what will i do i'm goingMoreOr you can click on this and you can go to that newly created record here what will i do i'm going to go ahead. And use this hyperlink okay so there is this hyperlink.

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 find the File URL in Salesforce?

From the Documents tab, choose the folder and click Go. Click View next to the document. Copy the document's URL from the browser. For example, https:// MyDomainName .

How do I create a public link to a File in Salesforce?

Create and Share a File Link in Lightning ExperienceFrom Files home or a files related list on a record, right-click a file and choose Public Link.From Chatter, right-click the file thumbnail in the feed and choose Public Link.

How do I create a link to a document in Salesforce?

Create and Share a File Link in Salesforce Classic On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu. On a file detail page, click. File Sharing Settings | Via link.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

What is case feed in Salesforce?

Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.

How do I create a ticket in Salesforce?

Creating and editing tickets in SalesforceIn Salesforce, click on the App Launcher icon in the upper left, and select an Account, Contacts, Leads, or Opportunities page.In your ticket view in your Salesforce page, click New ticket.Enter details in the new ticket form. ... Click Submit as.

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, ...

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.

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.

Before you begin

Want things to go smoother? Then make the following preparations before you link or import:

Stage 1: Get started

Select External Data > New Data Source > From Online Services > From Salesforce.

Stage 2: Enter credentials and connection string parameters

In the Microsoft Access – Connect to Salesforce dialog box, do the following:

Stage 3: Select Tables to link to or import

In the Link Tables or Import Objects dialog box, under Tables, select each table that you want to link or import, and then click OK.

Stage 4: Create specifications and tasks (Import only)

In the Get External Data - Salesforce Database dialog box, you can save the import steps as a specification and create an Outlook task to automate the import operation on a regular basis. For more information, see Save the details of an import or export operation as a specification.

Results

When a link or import operation completes, the tables appear in the Navigation Pane with the same name as the Salesforce table or view. During an import operation, if that name is already in use, Access appends "1" to the new table name. But you can rename the tables to something more meaningful.

Update the linked table design

You can’t add, delete, or modify columns or change data types in a linked table. If you want to make design changes, do it in Salesforce. To see the design changes in Access, update the linked tables:

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9