Sales Intelligence & Automation Blog

Admin Hack: Email Template Link to Salesforce Record | Cirrus Insight

Written by Admin | Jul 28, 2016 4:00:00 AM

Here’s a second hack from Stephen Price from Zodiac Pool Systems that will show you how to create a link in an email template for a Salesforce record.

Submit your own admin hack to be featured on the blog as well.

“This is a really simple hack. It basically allows you to create a link in an email template that may be sent out through an email alert to allow the receiving party to be able to click and go directly to the record in Salesforce.
When create an email template, for example for something like Cases, you can highlight any section to create a hyperlink. In the hyperlink field, just use the !{Case.Link} as the endpoint. This works best when you select the merge field for something like Case Number.
The receiving party will receive an email that shows the Case Number as a blue hyperlink that will go directly to the record in Salesforce.”