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How do you send a record link in an email template in Salesforce?
Add record link However, the recipient will see something like this: “https://na17.salesforce.com/001o00000031ABP.” If you are using an HTML template, you can also enter the text you want to display on the email template, click on the “Insert a Link” icon, and set the link Merge Field value on the pop-up window.
How do I link my email and calendar in Salesforce?
Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or Inbox
- From your personal settings, enter Connected Accounts in the Quick Find box, and then select Email and Calendar Accounts.
- Click New Account.
- Follow the steps to connect your account.
How does Salesforce use auto generated names for links?
Salesforce uses autonumbers and auto-generated names for links to records, which need explanation and training for the end user, especially for custom objects. I want my users to be able to click into a record without needing training on how to do it.
How can I fix intuitive record links in Salesforce?
Edit any layouts that have the related list Affiliations by clicking on the gear. Then, you can pull in the new “Affiliation View” field and remove the old “Affiliation Name” field. Now, your related list will look much better and be far more intuitive to users as to where they should click to see the Affiliation record itself.
How to get to the affiliation record in Salesforce?
The Help Text is “Click here to get to the Affiliation record,” so that users will be able to figure out what clicking on the field will do if they can’t figure it out from context, and will hopefully save you questions about why it is there. Once this field is created, your old related lists will still show the old, unintuitive Affiliation Name.
How to add link to record in email template?
When you edit the template, select the object followed by field as ‘Detail Link’. Copy that merge field, you must be getting the record URL. Did you mean a record URL or a relationship field to opportunity. When you edit the template, select the object followed by field as ‘Detail Link’. Copy that merge field, you must be getting the record URL.