I would like help in figuring out how to create a link to an external source from Salesforce.
Eg:
1. On the Accounts page, let's say there is a field named 'Business Agreement'
2. I would like a link to display next to the 'Business Agreement' field.
3. Upon clicking this link, the user should be navigated to the internal Dropbox location where the Business Agreement resides.
How do I go about doing this?
Thanks,
CS
4 answers
If you are not familliar with the steps associated with creating custom fields then please review the Trailhead modules and documentation at the links listed here:
Custom Field Types: https://help.salesforce.com/HTViewHelpDoc?id=custom_field_types.htm&language=en_US
Create Custom Field: https://help.salesforce.com/HTViewHelpDoc?id=adding_fields.htm
Salesforce Trailhead - Data Modeling (Creating Custom Objects & Fields): https://developer.salesforce.com/trailhead/en/data_modeling/creating_custom_objects_fields
You can use the information from the links I have provide along with the following steps to add the custom field.
I will note that you should perform this work in a sandbox environment first and ensure that the custom field operates as expected prior to implementing this in your production system.You can create custom fields on the account object by entering Salesforce Setup, navigating to Customize > Accounts > Fields. From there you need to locate the section on the page titled "Account Custom Fields & Relationships" and then press 'New' and follow the steps to create the field.
- You will be prompted to select the 'Data Type' for the new custom field -- locate and select 'URL' and press 'Next'.
- Supply the field name the you want associated with the new field. In this case use 'Business Agreement' and enter values for the Description box which will help you track how this field will be used and then press 'Next'.
- Specify which of your user profiles will have access to edit and/or read the value in the URL field and press 'Next'
- Specify which of the account page layouts should be updated to include this field and press 'Save'.
The new field will now be created and should be visible to those user profiles what you defined in the Create New Field process. Now that the field is visible, you can update the accounts and add the link to the internal dropbox location that will contain the agreements that you reference.
