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twongopenairtwongopenair 

web integration link - hidden merge fields?

Hello,

 

Can fields that are hidden from a page layout be used in web integration links?

 

We have a situation where on a sandbox account, a picklist custom field that uses a simple formula is visible on the account page layout. It is merged properly in the WIL. In the production account, our client would like to keep the field hidden but we're finding an issue with the merge field not working. Before recommending to our client that the field shouldn't be hidden but could be made read-only, I wanted to verify that there isn't an issue with fields that are not visible on any page layout but used in a web integration link.

 

Thank you in advance.

Tony

Best Answer chosen by Admin (Salesforce Developers) 
twongopenairtwongopenair

Thanks for the reply. Turns out that the field was hidden with both field

security and on the page layout in production but not in sandbox. This

was exactly the pointer I needed. 

 

 

Thanks again! 

Tony

All Answers

SlanganSlangan

When you say 'hidden' do you mean that the field is simply off the page layout (not used), 

or that it has field level security in place that prevents it from being seen? The former

should not affect your merge, the latter would most certainly affect your merge.

twongopenairtwongopenair

Thanks for the reply. Turns out that the field was hidden with both field

security and on the page layout in production but not in sandbox. This

was exactly the pointer I needed. 

 

 

Thanks again! 

Tony

This was selected as the best answer