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Redfox_delta1
Helper I
Helper I

Salesforce ID as a link

Hi,

 

I would like to have a table in power bi which shows a list of salesforce record client record ID which are clickable and link back to the full  salesforce record.

 

I am trying to do this using salesforce lighting.

 

Does any one have any one know if this can be done.

 

Thanks

 

Redfox_delta1

1 ACCEPTED SOLUTION
Redfox_delta1
Helper I
Helper I

@jennratten thank you for your help. Your revision to the link function works prefectly well.

View solution in original post

6 REPLIES 6
Redfox_delta1
Helper I
Helper I

@jennratten thank you for your help. Your revision to the link function works prefectly well.

Wonderful!  So glad to help.

v-yiruan-msft
Community Support
Community Support

Hi @Redfox_delta1 ,

If I understand correctly, you would like to click the salesforce record client record ID and it will open the related salesforce record. If so, please check if the method in the following thread is suitable for you.

Need to create hyperlink in power bi, i have a unique record id but need to add the URL

Create a calculated column to concatenate "Sales force URL" and your ID column

Change Data Category to WebURL

yingyinr_0-1671678973507.png

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-yiruan-msft 

Thank you for your response.

I have used your solution but this is an example of what my SF view url looks like

https://test.lightning.force.com/lightning/r/Campaign/9014X999002ZfDvQAK/view 

Please note the /view at the end of the ColumnLink function.

How can I add the /view after the [Id] as I need it for my URL to work so I can see the SF record.

ColumnLink = "https://test.lightning.force.com/lightning/r/Campaign/" &Campaign[Id]

 

Thank you

@v-yiruan-msft do you have solution to making my URL work?

 

This is the final URL that would make my SF link work https://test.lightning.force.com/lightning/r/Campaign/9014X999002ZfDvQAK/view 

This is the Power BI function ColumnLink = "https://test.lightning.force.com/lightning/r/Campaign/" &Campaign[Id]   but how do I need /view to the function to make the url like this https://test.lightning.force.com/lightning/r/Campaign/9014X999002ZfDvQAK/view 

Hello - I have shown the revision below that is needed to include /view at the end of the url.  After you have this created, change the data category for the column to web url.  If you'd like to display a link icon instead of the entire URL, in your table/matrix visual, you go to the visual formatting > Cell Elements > select the field > turn on Web URL and URL Icon.

 

ColumnLink = "https://test.lightning.force.com/lightning/r/Campaign/" & Campaign[Id] & "/view"

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