Part 4 will conclude the series by covering the steps to check and test your Salesforce Custom Links.
Checking your Salesforce Custom Links:
You can check the syntax if you like but you should not have any errors. The “Preview” button will not work since we are not on an Account page so go ahead and use the “Save” button. You will get a pop-up with a caution message. Go ahead and click OK because this is our next step. Once saved, you now have a “Window Open Properties” button. Feel free to click it and check out the options. Once we have the Custom Link on the Account page, you may want to come back here to adjust the window properties to your satisfaction.
Testing your Salesforce Custom Links:
Let’s put the Salesforce Custom Link on the Account page and check our work. Navigate to Setup | App Setup | Customize | Accounts | Page Layouts. Select a page layout and click “Edit” next to it (Professional Edition users will be brought to the page editor directly). Choose “Custom Links” under the “Save” button and drag your new Salesforce Custom Link to the “Custom Links” section of your page. Be sure to save when done and add it to other page layouts if needed.
Now, navigate to the Account you were looking at earlier (that we got the ID from) and click your new link. Your report will open up per your settings and show the information from this Account! As you can see, you can use Salesforce Custom Links with Salesforce Custom Reports and merge fields to greatly enhance your user’s productivity. Any time you need to report on something from a detail record, you can create a new Salesforce Custom Link to save your users some time.
Looking for more ways you can optimize Salesforce? Check out our Salesforce Optimization+ service.