CaseNumber & Subject Field must be hyperlink and when click on those it should redirect to case detail page. Contact Name & Account Name field also should be hyperlink field and clicking on it should redirect to contact or account record. An icon should be displayed left to priority field and icon should be changed based on priority.
Full Answer
What is the best way to hyperlink a case number field?
CaseNumber & Subject Field must be hyperlink and when click on those it should redirect to case detail page. Contact Name & Account Name field also should be hyperlink field and clicking on it should redirect to contact or account record. An icon should be displayed left to priority field and icon should be changed based on priority.
Which fields should be hyperlinks in Salesforce?
CaseNumber & Subject Field must be hyperlink and when click on those it should redirect to case detail page. Contact Name & Account Name field also should be hyperlink field and clicking on it should redirect to contact or account record.
How to get the unique ID of a case in Salesforce?
It can be done yourself using the Salesforce API to fetch a case by case number (using the query API instead of the search API) and then extracting the 18-character unique id and building the URL yourself.
How do I attach knowledge articles to cases in Salesforce mobile?
Drag Email (the one that is draggable) to the Salesforce Mobile and Lightning Experience Actions section. Next, enable Ada and her team to attach articles to their cases so as they’re working, the knowledge articles that correspond with each case are easily attached and accessible.
How do I hyperlink 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 hyperlink formula in Salesforce?
If you have formula custom fields that contain a HYPERLINK function, the server generates an HTML anchor for the link. For example, this function: HYPERLINK("/apex/VF_TEST", "VFLINK",'_self') generates this HTML output: VFLINK .
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 you add a hyperlink to a lightning component?
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 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.
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.
Can you create a task on a case Salesforce?
Under New Create Records, at Label, enter Create Task (or Create Case). At How to Set the Record Fields, select Use separate resources, and literal values. At Create a Record of This Object, under Object, enter Task (or Case).
What is case hierarchy in Salesforce?
A case hierarchy shows cases that are associated with one another via the Parent Case field. In the case hierarchy, child cases are indented to show that they're related to the parent case above them. To view the hierarchy for a case, click View Hierarchy next to the Case Number field on the case detail page.
How do I create a support case in Salesforce?
Create a CaseLog in to Salesforce Help.Click Contact Support.Click Create a Case on the "Create a Case" tile.Select an "Inquiry Type" from the options available to you: ... Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.
How do I create a link in Salesforce lightning?
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...
How do you call lightning component from URL button?
Approach 2 – Using Lightning App Page Create a Lightning App page and add your component on the page. Save the lightning page and activate it. All you need is to navigate to Lightning App page using the page URL. Make sure your Lightning Web Component or Aura Component is available to be used with Lightning App Page.
How do you create a custom button in lightning component?
How to create a custom button1) Switch to lightning experience. 2) Go to Setup > Objects and Fields > Object Manager. ... 1) Go to Buttons, Links and Actions related list. 2) Click on New Action.1) You will observe a picklist with the label Action Type, which will have following option:
Can you see articles while viewing case information?
This will allow you to see Knowledge article information while still viewing the case information. You will see suggested articles based on the case information. After reviewing, attach the article to the relevant open case.
Does Ada want to attach articles to cases?
Ada wants to not only attach articles to cases—she’d like to email articles as well. Emailing articles is an easy way to guarantee that customers see the information they need without having to access a community, for example.