Wednesday, February 20, 2019

Create a Custom Field Hyperlink that will Search the Profile of a User in LinkedIn

1. Navigate to Customization > Lists, Records, & FieldsEntity Fields > New.
2. Enter the Label of the field.
3. Set the Type to Hyperlink.
4. Store Value should be unchecked.
5. In the Validation & Defaulting tab:
  • Default Value = ''||{firstname}||'/'||{lastname}
  • Formula = Yes
6. In the Applies To tab, select the record you want to apply this field.
7. Click Save.

Note: This will only apply to entities that have First Name and Last Name field populated.

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