How do I create a link to a file in Salesforce?
Create and Share a File Link in Salesforce Classic Copy the link and share it with people inside or outside your company. On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu. On a file detail page, click. File Sharing Settings | Via link.
What is a links record?
LINKS is a secure statewide immunization information system that allows doctors, nurses, and other health professionals to search for, add, and edit patients vaccination records in a central location.
How do I create a linked record?
Take action: Create a linked record Try linking two tables together in your own base! Add a new field to one table, and choose linked record as the field type. Then link to the second table, and you can easily look up a record in one and associate it with the other.
How do I create a record link in Salesforce email template?
In Salesforce Classic On the page where you add the content or the body of the HTML Email Template, highlight a text. Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box. Click OK to save the link. Click Save to save the template.
How do I create a link in Salesforce?
1:31 6:39 Create A URL/Link Field In Salesforce | Full Tutorial | 2022 - YouTube YouTube Start of suggested clip End of suggested clip On this page here we then want to go to the field and relationships. And what we want to do is goMoreOn this page here we then want to go to the field and relationships. And what we want to do is go ahead and press the new button on the far right hand side.
How do I create a link to a record in Salesforce?
Add a Link to a URL Directly Within Your Salesforce Records Click on the gear icon in the upper right corner and click Setup. Click the Object Manager tab. Find the object you want to add the field to. In the left navigation click Fields Relationships. Click the New button. Find and click on the URL radio button. Click Next.
How do you add a link to a chatter post?
In the Chatter feed, go to the post you want to share. Click Share. In the top corner, click Show link to post. Copy the link, paste it in an email or instant message, and send it.
How do you add a record to a chatter group?
From the group publisher, click Add Record. From the Record list, select a record type. In the blank search field, enter the name of the record to search for and click. From the lookup search results list, select the record to add to the group. Click Create.
How do I display Chatter feed record?
View the Chatter feed associated with a record you follow to see updates about the record. Record feeds allow you to track information for records you have access to. On the record detail page, click Show Feed to display the record feed above the account details.
How do I link a record to a chatter post?
In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type thats enabled for your org, such as work records, accounts, opportunities, and cases. Link to up to 25 records in each post or comment.
