How to Create a URL Field Type in Salesforce?

In this Salesforce tutorial, we will learn how to create a URL field type in Salesforce and we can use it for linking the fields in Salesforce. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked for the Salesforce company in the United States of America. While working here, I got a task where I need to link all the user’s accounts to the Salesforce website. To fulfill this requirement I use the URL Field Type and this is present under the Field and Relationship.

So, as a solution, I discovered the URL field as a solution that helps in storing the user’s website address. Let’s go into more detail about how to create the URL field type in Salesforce Lightning and Salesforce Classic.

URL field type in Salesforce

URL Field type in Salefsorce is defined as a field type that allows the user to enter the valid website address when the users click on the field and the URL will be open in a new browser window.

Basically, the URL field type is used to store the user’s website address and other personal URL links. This URL field in Salesforce permits the users to enter the valid URL Link after entering this valid URL link the user clicks on the URL field and the enter URL field will be open in a separate browser.

For example, there is a cases object and under this cases object lots of records are present. What we can do we can add the URL field that helps us to track the documentation related to the particular case. To create the documentation we can link 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 can 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.

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.

If you want to learn how to create the URL field type in salesforce lightning follow these steps:

1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

After clicking on the setup option, the setup page is open. Click on the Object Manager that is present at the nav bar near the home tab.

2: After clicking on the Object Manager, the Object Manager page is open. Here we can see lots of objects are present. Here we want to select the case object. For selecting the case object, enter the case object in the search box. The case object is come at the top, click on the case object.

3: After clicking on the case object, the case object page is open. Under this case object page, there is a details section in which field and relationship option is present. Click on the fields and relationship option.

4: After clicking on the field and relationship option, the field and relationships page is open. For creating the field type click on the new button that is present at the top of the field and relationship page.

5: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the URL data type field that is present at the bottom of the page. Click on the next button.

6: After clicking on the next button, the case new custom field page is open. Now enter the details, first fill the field label as website documentation and then fill the field name which automatically fill by simply clicking on the field after that fill the description if you want to fill otherwise leave the field the same and then click on the next button.

7: After entering the details, now established 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 visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

8: After establishing the field-level security, 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. The field will not appear on any pages if we do not select a layout. Click on the save button.

9: After clicking on the save button. The URL field type is created, go to the app launcher and enter sales in the search box. Select sales, the sales page is open and then select the case object that is present in the nav bar.

The case object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the URL field type 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 is open to a new browser.

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 there is a requirement that we need to have a link to this person’s salesforce website. If you want to learn how to create the URL field type in Salesforce Classic follow these steps:

Step-1:  First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

Step-2: After clicking on the setup option, the setup page is open. Enter the lead in the Quick Find Box. The Lead object comes at the top, click on the lead drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

Step-3: After clicking on the fields option, the Lead custom field page is open. Scroll to the bottom of the page there is a lead custom field and a relationship section. For creating the new field click on the new button.

Step-4: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the URL data type field that is present at the bottom of the page. Click on the next button.

Step-5: After clicking on the next button, the lead new custom field page is open. Now enter the details, first fill the field label as Salesforce Link and then fill the field name which automatically fill by simply clicking on the field after that fill the description if you want to fill otherwise leave the field the same and then click on the next button.

Step-6: After entering the details, now established 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 visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

Step-7: After establishing the field-level security, 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. The field will not appear on any pages if we do not select a layout. Click on the save button.

Step-8: After clicking on the save button. The URL field type is created, Click on the lead object that is present in the nave bar.

The lead object page is open, here you can see that the URL field type is created 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 is open to a new browser.

Conclusion

The URL field type is used to store the user’s website address and other personal URL links. This URL field in Salesforce permits the users to enter the valid URL Link after entering this valid URL link the user clicks on the URL field and the enter URL field will be open in a separate browser.

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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