Tuesday, October 22, 2013

Link to local file in Salesforce

It seems there is no really easy way to link to a local file from Salesforce. After researching this topic in detail the blog post below provides the best solution to including this functionality in Salesforce. The biggest pain point in this solution for the user is that you can not click a button and be directed right to the document/folder. You have to copy the link stored in the formula field you create and copy that into a new browser window. The post takes you through the step by step process very well though.

http://salesforcetechie.wordpress.com/2013/07/19/linking-to-local-folders-in-salesforce-records/

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