Manipulate Link Record For Free

To expand any dimension of your workflow, you can create a linked record from an existing field. This will create a new table from the values in your existing field, creating one record for each value. The new table will have linked records to the original table maintaining the existing relationship.

Create a Custom URL Field from the Object Manager Navigate to the Salesforce page that you want to create a custom field for, such as a customer's Account page. Click the gear icon, and select Edit Object to go to Object Manager. On the left, click Field & Relationships. Click New. Choose URL, then click Next.

From Files home or a files related list on a record, right-click a file and choose Public Link. From Chatter, right-click the file thumbnail in the feed and choose Public Link. From the file, right-click and click Share. From the Sharing dialog, create a link in the Who Can Access section under Public Link Sharing.

In the "Then" action, select "Create a new record" and select the table where you want the copied information to be stored. In the "Fields to set" section, set the values for each of the relevant fields: the linked record from the other table, the checkbox, the single select, the long text, and the attachment.

To bring up the linked record picker while in a grid view, click the + button inside a cell. To bring up the linked record picker while in an expanded record, click the + Link to a record from [table] button. Either way, when you bring up the linked record picker, you'll see a list of records that you can link to.

In Salesforce Classic, Chatter must be enabled to access the Records tab of the topic detail page. On the top right corner of the record detail page, click Add Tags or Edit Tags. In the Personal Tags or Public Tags text boxes, enter comma-separated lists of the tags that you want to associate with the record.

Add a Link to a URL Directly Within Your Salesforce Records Click on the gear icon in the upper right corner and click Setup. Click the Object Manager tab. Find the object you want to add the field to. In the left navigation click Fields & Relationships. Click the New button. Find and click on the URL radio button. Click Next.