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Link a Dashboard Widget to a Website or Salesforce Record

After giving dashboard viewers insights about their business, drive them to take the next step by providing one-click access to Salesforce records or websites.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To link from dashboard widgets: Create and Customize Dashboards
To link from dashboard widgets in dynamic dashboards: Manage Dynamic Dashboards

Linking from dashboard widgets helps viewers turn insights into actions.

  1. Add a dashboard widget by clicking + Widget, or edit an existing one by clicking the pencil icon on the widget.
  2. From the Add Component or Edit Component menu, in Custom Link, enter a link destination.
    Important
    Important

    Depending on whether you link to a destination in Salesforce or to another website, the destination you enter in Custom Link must follow certain conventions. Unless you append https:// or http:// or www., the destination you enter gets pasted to the end of your Salesforce org’s domain (for example, https://MyDomainName.my.salesforce.com/). If you enter abc, then your component links to https://MyDomainName.my.salesforce.com/abc. Appending https:// or http:// or www. lets Salesforce recognize that you intend to link to a specific website.

    This convention means that linking to heroku.com doesn’t take you to the Heroku website. Instead, it navigates you to https://MyDomainName.my.salesforce.com/heroku.com. To navigate to the Heroku website, enter https://www.heroku.com/.

    Example: Link Somewhere Inside Salesforce
    To link to the Opportunities tab, enter /lightning/o/Opportunity/list.
    Example: Link to Another Website
    To link to Heroku, as described in the prior note, enter https://www.heroku.com/.
  3. To add a tooltip, select URL from the Link To menu, and go to Tooltip.
    1. None disables the tooltip when hovering over the link widget. Default displays a link to an external url. Custom displays user-defined text. The tooltip isn't displayed if no text is added.
  4. If adding a widget, click Add. Or, if editing an existing widget, click Update.
  5. Click Save.

After dashboard viewers expand your linked widget, they can visit the link by clicking Visit link icon.