Create and send the public link through email or a message. You need to have the System Permission “ Create Public Links ” via your profile or permission set Upload the file in Salesforce -> Click ‘Public Link’ -> Click ‘Create Link’ Click ‘Copy Link’ -> Share it through email or a message.
What is Salesforce web-to-case?
Web-to-Case refers to the process of capturing cases from a website. Salesforce Web-to-Case allows businesses to construct a web form that they can embed on their website and use to simply establish a case in Salesforce.com for its Support & Service clients. Web-to-Case comes under the Salesforce Service cloud.
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 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.
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 share a case in Salesforce?
Click Sharing on the record you want to share. Click Add. From the drop-down list, select the type of group, user, role, or territory to add. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.
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 an article in Salesforce?
Share Article URLs in ChannelsFrom the Knowledge component or articles related list, select one of these actions: To insert URLs in Salesforce Classic, select Attach and share article or Share article for the Salesforce or Experience Cloud site you want. ... Click Insert URL.
How do I share a knowledge article in Salesforce?
Salesforce Knowledge is available in Essentials and Unlimited Editions with Service Cloud....To use the Salesforce sharing model for Knowledge:From Setup, enter knowledge in the quick find box and select Knowledge Settings.Click Edit.Under Sharing Settings, select Use standard Salesforce sharing.Save your changes.More items...
How do I create a public URL 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 you create a URL for a document?
Method 1. Create a URL for PDF using a File-Sharing ServiceIn the "Home" interface, click the "Upload a file" button.Import the PDF you want to create a URL for.Go to "Documents" > "Your documents." Check the PDF file and click "Share." And this will generate a URL for PDF.
How do I publish an article in Salesforce?
Click the *Knowledge tab [1] at the top and change the list view to Draft Articles [2].Check the box next to all three article titles and then click Publish.Ensure Publish Now is selected.Click Publish.
What is the best way to share a knowledge article with another user?
Using a permalink is the best way to share a knowledge article with another user.
How do you share article links to different channels for social interactions in Salesforce?
Under Share Article via URL Settings, select Allow users to share articles via public URLs. In the Available Sites list, select which Salesforce Sites and Experience Cloud sites you want agents to see when they share article URLs. Add them to the Selected Sites list. Click Save.
What is knowledgebase in Salesforce?
Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles. In the same way, public knowledge base helps the guest users to find the related articles through the community sites.
How do I add a knowledge article to a Salesforce community?
Add Knowledge to the Site Using TopicsClick the setup gear. ... Enter All Sites in Quick Find, then select All Sites.Next to Category 1 Biking, click Workspaces.Select the Content Management tile.Click Topics.Select Navigational Topics.In Enter a navigational topic, enter Customer Support and click + Add.More items...
How do I view knowledge articles in Salesforce?
To switch to the Knowledge One and the Knowledge tab, have your administrator add the Knowledge One permission to your profile or permission set. If the search bar is in the left-side panel of the page you are using the Articles tab. The Articles tab presents a list of your Salesforce Knowledge published articles.
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.