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Get record link on Global Action
I am trying to create a global action which pulls through the current record ID wherever it is used.
So far I have the following;
"https://bruntwood.my.salesforce.com/" & Account.Id
Now this works fine when the action is used on an account, but not any other object. How do I relate it to the current link without having to create a separate action for each object?
Many thanks,
Paul
So far I have the following;
"https://bruntwood.my.salesforce.com/" & Account.Id
Now this works fine when the action is used on an account, but not any other object. How do I relate it to the current link without having to create a separate action for each object?
Many thanks,
Paul
What is the Action Type on your global action?
Create a case.
So, where are you giving this url with Account Id? Create case will open a form with some case fields.
Our Salesforce users have a global action to create a Salesforce Support case based on the record they are currently on. We want to pull through the link on it.
can you share a screenshot of the create case action?
Oh so Record Link is custom url field on Case object?
It is, yes. So I want to pull through the current page URL in it.
I think you need to create a custom vf page and use it in your global action.

Came across this and noticed the post is older so thougth I would check, are there any new solutions out there for this?