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Topics#AutomationQuestion de claudia von mallinckrodt
claudia von mallinckrodt (Salesforce) a posé une question dans #Automation
27 janv. 2022, 16:07

Lead Approval Process

In my lead approval process, I would like the approval page to allow me to click into the actual lead record. Within an opportunity approval process, the Name field is a hyperlink into the Opportunity record. Why is this not the case for Lead 'Name'?   The reason we need this is to allow our approvers to see related to Files on the Lead page as part of the approval process

Screen Shot 2022-01-27 at 10.05.19 AM.png
6 réponses
  1. Steve Molis (You Owe Me a Beer, Inc.)
    27 janv. 2022, 16:39

    Okay here's what you can do

     

    Create a new custom field on the Lead Object

     

    Select

     

    Datatype = Formula

    Result = Text

    Formula = 

    HYPERLINK("/lightning/r/Lead/"+Id+"/view" , "[View]" )

     

    Then add the shiny new Field to the Approval Layout

     

    Okay here's what you can do Create a new custom field on the Lead Object Select Datatype = FormulaResult = TextFormula = HYPERLINK(

     

    Then the users will have a handy dany link to the detail record they can click tom their little heart's delight...  

     

    Untitled 2.png

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