Creating action to link with URL for SFDC opportunity ID

Question & Answer
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1

I was trying to create an action to add URL links to one of the visual analysis. The task is when user click opportunity ID on my table, it will take them directly to the specific opportunity entry in SFDC. Here is the general weblink for our opportunities:

https://aws-crm.lightning.force.com/lightning/r/Opportunity/123456789012345678/view

The number in the above link represents 18 digits of SFDC opportunity ID.

With that said, I selected URL action and added the following:
https://aws-crm.lightning.force.com/lightning/r/Opportunity/<>/view

My column is named Opp ID. So I added <>. However, the action does not work. It takes me to SFDC but not with the specific opportunity entry. It shows Page doesn’t exist, Enter a valid URL and try again.

Please help. Is there any format issue with the opp ID? those are 18 digit IDs. The format shows String.

2

Hi @llan

Could you please try the URL Target field of your URL action, set it like this:

Example: (Note - Replace the field name from your dataset)

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<<OpportunityID>>/view

Please refer to the below documentation this might be helpful for you.

3

Thanks. I tried a few different format as suggested above. Nothing works :rofl:

My column in the dataset is named “Opp ID”. I tried all of the following URL but nothing directs me to the specific opportunity in SFDC.

This is SFDC individual pipeline webpage link:https://aws-crm.lightning.force.com/lightning/r/Opportunity/123AB123456C12DEF/view

Here is the list of URL links I tried to use for “action”. Could you please let me know what should be the right link? Thank you.

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<>/view

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<>/view

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<<Opp_ID>>/view

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<<$OppID>>/view

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<<$Opp_ID>>/view

https://aws-crm.lightning.force.com/lightning/r/Opportunity/{OppID}/view

https://aws-crm.lightning.force.com/lightning/r/Opportunity/{Opp_ID}/view

4

Hi @llan

Could you please try the following URL, using the field name “Opp ID” if it exists, or the correct field name from your dataset.

https://aws-crm.lightning.force.com/lightning/r/Opportunity/<<{Opp ID}>>/view

Recording2025-04-24191309

1 Like
5

It works! Thank you so much!