How to Create Custom Links in Salesforce

In this Salesforce tutorial, I will explain how to create custom links in salesforce lightning and salesforce classic.

Custom links are the links that can be added to several records, pages, and layouts within the salesforce platform. It can also be used to give fast access to external and internal pages.

To create custom links in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create custom links in Salesforce.

So, here we will discuss these topics in this Salesforce tutorial:

• What are custom links in Salesforce?
• What custom links can do in Salesforce?
• Categories of custom links in Salesforce
• How to create custom links in Salesforce
• How to create custom links in Salesforce Lightning
• How to create custom links in Salesforce Classic

What are custom links in Salesforce?

In Salesforce, custom links can be added to the variety of the Salesforce object such as contact, lead, opportunity, and accounts. These custom links can be used for elegant processes that can improve productivity by simply giving quick access to important information.

These links can help the sales reps easily navigate to the most important pages without having to search through multiple menus. It can identify the link type, URL, link label, etc.

These custom links are the most powerful tool that upgrades productivity by giving fast access to important information within the salesforce platform.

So, with this, we learn about what is custom links in Salesforce. Further, we will understand what custom links can do in Salesforce.

Read How to Create Record Using Global Action in Salesforce

What custom links can do in Salesforce?

Custom links can be used to give fast access to internal and external pages and we can add these links to a variety of the objects like leads, accounts, and opportunities.

Some of the activities that custom links can do in Salesforce:

Link to custom Salesforce page: The custom links can be used for making links to Salesforce custom pages and it can help the sales reps quickly navigate to the important pages without having to search through multiple menus.

Provide access to the external sites: It provides quick access to the external application and sites which are mostly used by sales reps.

Perform actions: Most of the custom links are used to perform actions, such as creating and updating existing records. For example, A link can be created to make a new account when clicking.

Pre-occupy data: These custom links can be used to pre-occupy fields with data which makes it simple for sales reps for creating or updating the records. For example, A custom link can be created to pre-occupy the account name and the email when creating a new task or record.

This is how we understand what custom links can do in Salesforce.

Categories of custom links in Salesforce

There are some categories of custom links that can be used to give access to the external and internal pages, custom links. The important categories of custom links in Salesforce are:

URL Links: Custom links are links that point to a particular URL. The URL Links can be helpful for giving links to custom tools and applications that are organized on an internal server.

Web Links: The web links are the custom links that grab the users to an external website and web pages. Web links can be helpful for giving quick access to third-party applications.

Action Links: The action links are the custom links that execute particular actions, like creating and updating an existing record, and can be useful for elegant workflow.

Record Links: The record links are the custom links that take the user to a particular record within the salesforce. It can be used to quickly access related records like creating and updating a new task.

Visualforce Link: It can be useful for making custom pages that give additional functionality or data and are not present in the standard salesforce interface.

So, with this, we understand the categories of the custom links in Salesforce.

How to create custom links in Salesforce

Here we are creating a custom link in salesforce.  If you want to learn how to create a custom link in salesforce then read the complete blog:

• Go to the gear icon under the gear icon there are two options setup and service setup. Click on the setup after that click on the object manager.
• Enter the object in the Quick Find Box the object is shown on the top click on it and select the object.
• Click on the Buttons, links, and action option that is present under the details in the left sidebar.
• On the object page, there is a new button or link option. click on the new button or link option.
• After clicking on the new action button, the new button or link page is open. Under this new button or link page, lots of information is present. Fill in all the information carefully. Firstly fill the label as Details on Google and then enter the name after that select the display type and then select the field type and then click on the save button.
• After clicking on the save option the custom button or link is created and we can edit or delete this created custom button or link after that select the page layouts option that is present under the details in the left sidebar.
• After clicking on the page layout click on the layout option then click on the custom link then enter the Detail on Google in the quick find box and drag the Detail on Google. After dragging the update record drop it into the custom link section and then click on the save option.
• Go to the App Launcher type the sales option, the sales page is open then select the object option that is present in the nav bar. After selecting the object the object page is open select the record that is present under the object.
• Here we are selecting the record, the record page is open and you can see that the create a custom link is present under the record page.
• After clicking on the custom link it redirects to google.com do you want to leave this page click on the leave button.
• After clicking on the leave button the related information related to the record is searched on google. So this way we can create a custom link on salesforce and place those links on our record pages and we can also connect another source with this link.

Now, let’s move ahead and see how to create custom links in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read How to Send Email through Quick Action in Salesforce

How to create custom links in Salesforce Lightning

Here we are creating a custom link in salesforce lightning. If you want to learn how to create a custom link in salesforce lightning follow these steps:

Step-1: First, login into the salesforce lightning account. Go to the gear icon under the gear icon there are two options setup and service setup. Click on the setup after that click on the object manager.

Step-2: After clicking on the object manager, the object manager page is open under the object manager lots of objects are present. Enter the USA student object in the Quick Find Box the object is shown on the top click on it and select the USA student object.

Step-3: After selecting the USA student object, the USA student page is open. Click on the Buttons, links, and action option that is present under the details in the left sidebar.

Step-4: After selecting the USA student object, the USA student page is open there is a new button or link option. click on the new button or link option.

Step-5: After clicking on the new action button, the new action page is open. Under this new action page, lots of information is present. Fill in all the information carefully.

Firstly fill the label. Here we are entering the label as Details on Google and the fill name the same as a label and then select the display type as Detail Page Link for creating the custom link after that select the behavior as Display in a new window and then select the content source as URL.

Step-6: Now select the field type as USA student then insert the field and create the URL that will send us to google and search for the related information. After writing the formula click on the check syntax option if there is no error in the formula then no syntax error in merge fields or functions message pops up and then click on the save option.

Step-7: After clicking on the save option the Details on Google custom Button or link detail is created we can edit, and delete, and where this used option is present in this detail google page after that select the page layouts option that is present under the details in the left sidebar.

Step-8:  After clicking on the page layouts option the Page layout page is open click on the USA student layout option.

Step-9: Click on the custom link option then enter the Details on Google in the quick find box and drag the Detail on Google option.

Step-10: After dragging the Details on Google and drop it into the custom link section and then click on the save option.

Step-11: Go to the App Launcher type the sales option, the sales page is open then select the USA student option that is present in the nav bar. After selecting the account object the USA student page is open select the record that is present under the object.

Here we are selecting the Kendrick Morissette record, the record page is open. Click on the details and under the details the USA student details are present. At the bottom of the page, there is a Detail on Google link present click on it.

Step-11: After clicking on the Details on Google link which is a custom link it redirects to google.com do you want to leave this page click on the leave button.

Step-12: After clicking on the leave button the related information related to the Kendrick Morissette record is searched on google. So this way we can create a custom link in salesforce and place those links on our record pages and we can also connect another source with this link.

So, with this, we have learned how to create custom links in Salesforce lightning.

Also, check out, How to Update Records using Quick Action in Salesforce

How to create custom links in Salesforce Classic

Here we are creating a custom link in Salesforce Classic. If you want to learn how to create a custom link in salesforce Classic follow these steps:

Step-1: Login into the salesforce classic account, click on the setup option that is present at the top of the page, and then search account object in the Quick Find Box and then scroll down to the bottom of the page there are build app under the build there is the option of an account under the accounts option there button, links, and actions objects option click on it.

Step-2: After Scroll to the bottom of the page there are Buttons, links, and an action section. Click on the new links and button option.

Step-3: After clicking on the new links and button option, the new action page is open. Under this new links and button page, lots of information is present.

Firstly fill the label. Here we are entering the label as Record detail on Google and the fill name the same as a label and then select the display type as Record detail Page Link for creating the custom link after that select the behavior as Display in a new window and then select the content source as URL.

Now select the field type as Account then insert the field and create the URL that will send us to google and search for the related information. After writing the formula click on the check syntax option if there is no error in the formula then no syntax error in merge fields or functions message pops up and then click on the save option.

Step-4: After clicking on the save option the Record detail on Google custom Button or link detail is created we can edit, and delete, and where this used option is present.

Step-5: In this detail google page after that select the page layouts option that is present at the bottom of the account page. After clicking on the page layout click on the account layout option.

Step-6: Click on the custom link option then enter the Record details on Google in the quick find box and drag the Retail detail on Google option.

Step-7: After dragging the Retail detail on Google and drop it into the custom link section and then click on the save option.

Step-8: Now again click on the setup then click on the account object, the Account page is open select the record that is present under the object.

Here we are selecting the Rene record, the record page is open. Click on the details and under the details the Account details are present. At the bottom of the page, there is a Record detail on Google link present click on it.

Step-9: After clicking on the Record detail on Google link which is a custom link it redirects to google.com do you want to leave this page click on the leave button.

After clicking on the leave button the related information related to Rene Fisher’s record is searched on google. So this way we can create a custom link in salesforce and place those links on our record pages and we can also connect another source with this link.

In this way, we understand about how to create a custom link in Salesforce Classic.

Conclusion

In this tutorial, we have learned about custom links in salesforce. We have also discussed the categories of custom links in salesforce. In addition, we have covered how to create custom links in salesforce lightning as well as salesforce classic.

• What are custom links in Salesforce?
• What custom links can do in Salesforce?
• Categories of custom links in Salesforce
• How to create custom links in Salesforce
• How to create custom links in Salesforce Lightning
• How to create custom links in Salesforce Classic

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