Create a hyperlink/link/button to link to unrelated record

Question

Create a hyperlink/link/button on an object 'Proposal' to link it to a custom object 'Credit'. Both the objects are child to Account. How this can be achieved ?

Nagendra Babu Pilli · Answer

Hi Manish,

If you are using triggers in the above requirement, just extend the trigger to populate the Salesforce Id for the active record into a new lookup field, on the Account, to Credit. Call that field Active_Credit__c.

Then, your declarative functionality can reference the field on the Account. You can, for example, create a Custom Link with the value

/{!Account.Active_Credit__c}

You could likewise build a HYPERLINK() formula field using the same type of reference.

Thanks,

Nagendra

Create a hyperlink/link/button to link to unrelated record

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