Link to a Record from a Chatter Post or Comment

After a little administrative setup, you can link to a recently viewed record from a Chatter post or comment. In the Chatter publisher, enter a forward slash (/) and start typing the record name. You can link to any record type that’s enabled for your org, such as work records, accounts, opportunities, and cases. Link to up to 25 records in each post or comment.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Contact Manager Editions

Before you can link to records from a post or comment, your Administrator must contact Salesforce Support. Ask Salesforce to enable and set up the Quill editor for composing Rich Text content in Chatter.

You can link to records from a post, comment, and a question detail, but not the question itself. You can link to up to 25 records in a post, comment, or question detail.

In a report, linking to records isn’t available on the feed that opens when you click the Collaborate button Collaborate button on a report.

  1. When you want to link to a record, enter a forward slash (/).
  2. Start entering the record name.

    Linking to a record in a post

  3. Select a record from the list.
    Records on the list are returned as the result of a search, and search returns only the records that you’ve looked at recently. So, if you’ve never viewed or interacted with a particular record, it doesn’t appear on the list.
  4. Finish writing your post or comment, and click Share.
    The people who can access the record see the record name as a link.

    A linked record in a post

    The people who can’t access the record see a Record Not Available message.

Salesforce supports hyperlinks and entity links, but only hyperlinks are searchable. An entity link is a user at-mention or a record slash-mention. An easy way to tell if a link is a hyperlink or entity link is to hover over the link in a post. If a hover card pops up with details about the user or record, then it’s an entity link. If there’s no hover card but instead a tooltip with the link url, then it’s a hyperlink.