Drill down linking to Salesforce
Is there a built-in way for us to take a user to the data that they drill down to, and in my case, using the Case Safe Opportunity ID field, have it be clickable to launch them into SFDC to view the opportunity/account details?
Answers
-
You can link to any url by creating a table card in your drill path and then construct the proper html tag to build the hyperlink. Here is one example of how to do it:
**Check out my Domo Tips & Tricks Videos
**Make sure toany users posts that helped you.
**Please mark as accepted the ones who solved your issue.3 -
@MarkSnodgrass I found an existing field in SFDC `Account Link` which will take you to the root Account record, but getting to the opportunity will require a very manual process.
However, the URL is imported into Domo in the HTML tag format and is not an active link, so I'm trying to figure out now how to reformat in ETL or Beast modes how to leverage the data imported into an actionable HTML link.
Imported Data Format `<a href="https://companyname.my.salesforce.com/0011Q00002ErH31" target="https://companyname.my.salesforce.com/0011Q00002ErH31">Link Here</a>`
`CONCAT('<div><a href=`Account Link`','"target="_blank">','`Account Name` Link','</a></div>')`
This formatting in Beast Mode is not allowing the data fields to populate the URL string, unfortunately.
0
Categories
- All Categories
- 1.9K Product Ideas
- 1.9K Ideas Exchange
- 1.6K Connect
- 1.3K Connectors
- 305 Workbench
- 6 Cloud Amplifier
- 9 Federated
- 3K Transform
- 106 SQL DataFlows
- 646 Datasets
- 2.2K Magic ETL
- 4K Visualize
- 2.5K Charting
- 774 Beast Mode
- 75 App Studio
- 43 Variables
- 728 Automate
- 186 Apps
- 467 APIs & Domo Developer
- 61 Workflows
- 14 DomoAI
- 40 Predict
- 17 Jupyter Workspaces
- 23 R & Python Tiles
- 403 Distribute
- 117 Domo Everywhere
- 277 Scheduled Reports
- 9 Software Integrations
- 136 Manage
- 133 Governance & Security
- 8 Domo Community Gallery
- 44 Product Releases
- 12 Domo University
- 5.4K Community Forums
- 40 Getting Started
- 30 Community Member Introductions
- 112 Community Announcements
- 4.8K Archive