To begin, find the Salesforce Invoice and open the Invoice Page. Click on the Send Payment Link button to send customer a secure link via email. You will see a confirmation message confirming the payment link email was successfully sent to the customer email address on-file.
How to send email from Salesforce apex class with a link?
How to send email from salesforce apex class with a link in the email body? String emailBody = 'Dear customer, <br/><br/>Click on the following link to send reply. <a href="mailto:'+ replyMail +'?subject='+replysubject+'&body='+replyBody+'">Click Here</a> Thanks.'
How do I share a file via link in Salesforce?
Sharing via link is available in Salesforce Classic and Lightning Experience, and is on by default for most orgs. In Lightning Experience you can share a link to a single file or folders. For a single file, From Files home or a files related list on a record, right-click a file and choose Public Link.
How do I send an email in Salesforce classic?
When sending an email from Salesforce classic, you need to make sure the emails are in HTML format. On the web page to write an email (after buttons "send an email"), locate the section "Email Format". It's at the top of the page, on the right near the "To" field. If it says "HTML", you are ok.
How do I add custom links to documents in Salesforce?
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. From the Documents tab, choose the folder and click Go. Click View next to the document.
How do I create a public link in Salesforce?
From Setup, enter Profiles in the Quick Find box, and select Profiles. Select a profile, and click Edit. In General User Permissions, select Create Public Links . You don't need this permission for files in a shared Salesforce CRM Content library.
How do I send a shared link?
Creating a shareable link makes it simple to share a document in an email, document, or IM.Select Share.Select Copy Link.Paste the link wherever you want. Note: If you need to change any permissions for the link, select Link settings.
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 share a link to a file?
Done.Select the file you want to share.Tap Share or Share .Under “Get Link,” tap Link settings .Select Public link. Save.Tap Done.Copy and paste the link in an email or any place you want to share it.
How do I create a URL link?
Create a hyperlink to a location on the webSelect the text or picture that you want to display as a hyperlink.Press Ctrl+K. You can also right-click the text or picture and click Link on the shortcut menu.In the Insert Hyperlink box, type or paste your link in the Address box.
How do I send a link to a file via email?
Right click on any file or folder in your Sync folder. Select Create a Link from the file menu. The link will be copied your clipboard. You can then paste it into an email (Gmail, Outlook, Office 365, Apple Mail etc.), into a message, onto a website, or wherever you want people to access it.
How do I create a public link for a file in Salesforce Apex?
Create and Share a File Link in Salesforce ClassicStep-1: On the Home page and Click File menu option and it shows two different menu select a file from Salesforce & upload a file from our computer.Step-2 : It will show a list of options and select the file which has to be shared.More items...•
How do I upload files to Salesforce?
Enable the preference to upload files as Salesforce Files in Salesforce Classic in Setup. Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.
How do I find an image URL in Salesforce?
Record & Display Images in Salesforce Create a custom URL or Text field in Salesforce on the object you are looking to record the image on. Or. Name the label. Now on Formyoula map your photo field to the newly created Photo URL field in Salesforce. Now the photo URL will be recorded in Salesforce.
How do I copy and paste a file path as a link?
Example 1 - Microsoft WordOpen both the Word document where the link will be inserted and folder where the file exists.In the folder, select the path in the Address bar and Copy it (Ctrl C)Open the Word document to where you want the link and Paste it (Ctrl V) Example: C:\Test Folder.
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 are Custom Links?
Administrators and users with the “Customize Application” permission can create custom links.
How to add pv0 to URL?
At the end of the URL add the following text: ?pv0=. Use pv0 if your filter is in the first position, pv1 if second, pv2 if third, and so on. Then use the merge field drop-down lists to add the appropriate ID merge field (in this example, {!Account_ID}). For example, /00O30000000dS8u?pv0= {!Account_ID}.
How many characters can a link label have?
The link label of a custom link cannot exceed 1,024 characters.
How to insert link parameters?
Insert the link parameters using the following syntax: “& { field input name }= desired field value .” For example, the following link sets the contract term to 12 months with a start date of today:
How to view contract edit page?
In your browser, view the source of the contract edit page. In Internet Explorer, select View | Source; in Mozilla Firefox, select View | Page Source.
Can you merge fields in Salesforce?
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.
HTML links in Mass Emails (Classic Only)
With the mass email feature, it’s possible to send files as attachments; however it’s important to know that if your email attachments are coming in as .html attachments, it is because you’re using an email template with an attachment.
HTML links in List Emails (Lightning Experience only)
With the list email feature, it’s possible to send files as attachments; but the email attachments will always be sent as .html files.
HTML links in Single Emails
If attachments are being sent as HTML links when you send emails through the 'Send an Email' button on a Salesforce Classic UI or 'Email' publisher actions on Lightning Experience UI, it is because of the settings selected under Email Attachments.
