Email Message Reports: Direct Link to View Email (Solution)
Scenario: Our team's Communications Manager requested a report to easily view all Email Messages logged in Salesforce. With the new Custom Report Type for Email Messages (delivered Summer '21), we were able to create the report. However there was no "one-click" field that led us directly from the report to each Email Message record — none that we could find, anyway. Here's how we created one.
[Updated Nov. 2021 per comment from @Irina Rodin. Thank you!]
1. Create the Custom Report Type to Report on Email Activity.
> We chose the following object relationships:
Email Messages (A) > with or without related records from Contacts (B)
2. Obtain the Salesforce Record ID (for Email Message object records).
> Where the ID field you'll add to your report is "Email Message ID".
3. Create a custom formula field ("Text" type) for your new Hyperlink Formula Field. We chose to name our custom field "Link Email ID".
Input the following formula (for Salesforce Lightning users):
HYPERLINK(
"/lightning/r/EmailMessage/" & Id &"/view",
"Link to View Email",
"_self"
)
> Where "Link to View Email" is whichever text you'd prefer to appear in your reports.
4. Revise your report, and Save.
In your custom report for Email Messages, you can now Add column > Link Email ID > Save & Run, and then use the hyperlinked field to quickly access any Email Message records in the report.
Cheers!
#Activities #EmailMessage Object #Email
