Use custom links to reference documents from a Salesforce record detail page.
Required Editions
| Available in: Salesforce Classic |
|
Custom buttons and links are available in: All Editions Visualforce pages and s-controls are available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create or change custom buttons or links: | Customize Application |
- Create a folder on the Documents tab to which all users have access.
- Upload the document to that folder.
- From the Documents tab, choose the folder and click Go.
- Click View next to the document.
- Copy the document’s URL from the browser. For example, https://MyDomainName.my.salesforce.com/servlet/servlet.FileDownload?file=015300000000xvU.
- Use everything after the domain portion of the URL to create your custom link. Using the example in the previous step, your link would point to /servlet/servlet.FileDownload?file=015300000000xvU.