My question pertains to creating a hyperlink from Excel to Salesforce. Our Finance team prepares a weekly Excel sales and revenue aging report for our Sales team. We'd like to include in that report a link to the associated Salesforce Account. Seeking direction on the Excel formula required to create that Account link.
Thank you!
John
2 respuestas
Hi John,
Check this-:
https://help.salesforce.com/articleView?id=000318953&type=1&mode=1
You need Account record Id in a column, and your instance name to create formula
Example Scenario: The Case Record ID is in column A of your report
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.
Thanks,
Sakshi
