Salesforce URL Field

Salesforce URL Field can be used for linking the fields in Salesforce.

I recently worked for Salesforce in the United States of America. While there, I was assigned the task of linking all the users’ accounts to the Salesforce website. To fulfill this requirement, I used the URL Field Type.

Let’s discuss in more detail how to create the URL field type in Salesforce Lightning and Salesforce Classic.

URL Field in Salesforce

The URL Field type in Salesforce allows the user to enter a valid website address.

When the user clicks on the field, the URL opens in a new browser window. Basically, the URL field type is used to store the user’s website address and other personal URL links.

For example, there is a cases object, and lots of records are present under this cases object. We can add the URL field to help us track the documentation related to the particular case.

To create the documentation, we can copy and paste the link for that document into our cases. The user can simply click on the URL field, and the URL of the documentation will open in a separate browser.

Now, let’s move further and see how to create the URL field type in Salesforce Lightning and Salesforce Classic.

Read Salesforce URL Field Type is Required

How to create URL field type in Salesforce Lightning

Here we are creating the URL field type in Salesforce Lightning.

Here, we are taking an example: we are using the case object inside the case object. We want to add the URL field that helps us to track the documentation related to the particular case.

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The documentation link that we will add inside to the URL field should be valid and the user can simply click on the URL field, and the URL of the documentation can open in a separate browser.

Here are the following steps:

1. Log into your Salesforce Account, click the Gear icon, select the Setup option, and click the Object Manager tab.

How to create URL field type in Salesforce

2. Here, we want to select the case object. For this enter the case object in the search box. Click on the case object.

How to create URL field type in Salesforce Lightning

3. Under this case object page, there is a details section in which Fields and Relationships options are present. Click on the Fields & Relationships option.

Create URL field type in Salesforce

4. For creating the new field click on the New button.

Create URL field type in Salesforce Lightning

5. Here, we are selecting the URL data type checkbox. Click on the next button.

Salesforce create URL field type

6. Now enter the details; first, fill the field label as website documentation and then fill in the field name, which automatically fills by simply clicking on the field. Click on the next button.

Salesforce Lightning create URL field type

7:. Now, establish the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security. Click on the next button.

How to create the URL field type in Salesforce

8. Now, add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. Click on the save button.

How to create the URL field type in Salesforce Lightning

9. Go to the app launcher and enter the Case in the search box. The case object record page is open. There is a details tab.

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Click on the detail tab; under this, we can see that the URL field is created, and the website document URL is present inside this field. If we want to move to this document, then click on the URL, and this URL opens in a new browser.

Create the URL field type in Salesforce

In this way, we understand how to create the URL field type in Salesforce Lightning. Let’s Proceed further and learn how to create the URL field type in Salesforce Classic.

Read How to Create a Time Field Type in Salesforce

How to create URL field type in Salesforce Classic

Here we are creating the URL field type in Salesforce Classic.

Here, we use the lead object, and we need to include a link to this person’s Salesforce website.

Here are the following steps:

1. Click on the Profile Picture –> Select Switch to Salesforce Classic –> Click on the Setup Option.

How to create URL field type in Salesforce Classic

2. The Setup page is open. Enter the lead in the Quick Find Box. Click on the lead drop-down arrow. The Lead drop-down list is open, and there is a Fields option. Click on the Fields option.

Create URL field type in Salesforce Classic

3. The Lead custom field page opens. Scroll to the bottom of the page; there is a lead custom Fields and Relationships section. To create a New field, click on the New button.

Salesforce classic create URL field type

4. Here, we are selecting the URL data type checkbox. Click on the Next button.

How to create the URL field type in Salesforce Classic

5. Now, enter the details. First, fill the field labeled Salesforce Link and then fill the field name, which is automatically filled by simply clicking on the field. Click on the Next button.

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Create the URL field type in Salesforce Classic

6. Now, establish the field-level security. Select the profiles to which we want to grant edit access to this field via field-level security. If we do not add field-level security, the field will be hidden from all profiles. Click on the Next button.

Salesforce Classic create the URL field type

7. Now, add the custom field to the page layout. Select the layout that should include this field, and click the Save button.

How to create a URL field type in Salesforce Classic

8. Click on the lead object that is present in the nave bar. The lead object record page is open, and the Salesforce Link is present inside this lead detail. If we want to move to see the salesforce website, then click on this salesforce link URL, and this URL will open to a new browser.

Create a URL field type in Salesforce Classic

Conclusion

I hope you got an idea of the URL field type in Salesforce. Also, I have explained step by step how to create the URL field type in Salesforce Lightning and in Salesforce Classic.

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