Salesforce uses "lookup relationship fields" to create linked records within your Salesforce instance. After you have created, updated, or looked up multiple objects in your Salesforce connector, you can link them by mapping these lookup relationship fields to the "ID of an object above" in your connector.
- Click on the gear icon in the upper right corner and click Setup.
- Click the Object Manager tab.
- Find the object you want to add the field to.
- In the left navigation click Fields & Relationships.
- Click the New button.
- Find and click on the URL radio button.
- Click Next.
How do I create custom links in Salesforce?
Administrators and users with the “Customize Application” permission can create custom links. 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:
How do I pass data from one Salesforce field to another?
When creating custom links to pass data from one Salesforce field to another, the data must match the data type of the fields in which you are placing it. For example, if you have numeric data, you must pass it to a numeric field.
Can I change the name of a field in Salesforce?
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. Create custom links that pre-populate fields with default values.
How to pass multiple merge fields in a custom link?
You can add merge fields to a custom link to pass data from your Salesforce records, user information, or company information to another website or application. Use ampersands to pass multiple merge fields in a custom link.
How do I link a field from one object to another in Salesforce?
IntroductionClick the “Gear” icon and then click “Setup” option.In the setup page, click the “Object manager” at the top of the page.In our created custom object page, click the “Fields & Relationship” option from the left side pane.Next, in the fields and relationship page our predefined fields are listed.More items...•
How do I display a field based on another fields selection in Salesforce?
Salesforce LookUp Fields Based on Another Field's ValueClick on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
How do I link a record in Salesforce?
When you want to link to a record, enter a forward slash (/). Start entering the record name. Select a record from the list. Records on the list are returned as the result of a search, and search returns only the records that you've looked at recently.
What is URL field in Salesforce?
Salesforce CRM can give many data type fields to get a difference of information from users and store it in our org. URL data type field can store a user's website address and other personal URL links. This URL field allows users to enter a valid URL link.
How do I create a field dependency in Salesforce?
Create Field DependenciesWhile still viewing the Account object in the Object Manager, select Fields & Relationships.Click Field Dependencies.Click New.Select Region as the Controlling Field and select Zone as the Dependent Field.Click Continue.Select the appropriate zones in each column by double-clicking them.More items...
How do I auto populate a field in Salesforce?
Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.
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 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 I create a dynamic URL in Salesforce?
Set up dynamic branding from the Experience Workspaces Login & Registration page. You can add custom login pages to your site regardless of the template that you used to create the community. From Setup, enter All Sites in the Quick Find box, and select All Sites. Next to your site, select Workspaces.
How do I insert a hyperlink in a text field?
To add a hyperlink to a text boxOpen a report, create a text box, and add some text.Select existing text, or add new text to use as a hyperlink. The text box menu appears.Select the hyperlink icon. on the text box menu. ... Type or paste the URL in the hyperlink field, and then select Done.Test the link: a.
What does a HTTP link look like?
A URL usually looks something like this: It (usually, but not always) starts with "http://" or "https://" it is often followed by "www"
How do I use Urlfor in Salesforce?
Use: {! URLFOR( target , id , [ inputs ], [ no override ])} and replace target with the URL or action, s-control, or static resource merge variable, id with a reference to the record, and inputs with any optional parameters.
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.
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.