Tips for Working with Text Formula Fields | Salesforce
Tips for Working with Text Formula Fields
Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
Before using the HYPERLINK function, consider the differences between hyperlinks and custom links.
Hyperlink formula fields are just like other custom fields that you can display in list views and reports.
Custom links display on detail pages in a predefined section; hyperlink formula fields can display on a detail page wherever you specify.
Using custom links, you can specify display properties such as window position and opening in a separate popup position; hyperlink formula fields open in a new browser window by default or you can specify a different target window or frame.
Your formulas can reference custom links. Before deleting a custom link, make sure it is not referenced in a formula field.
Hyperlink formula fields that contain relative URLs to Salesforce pages, such as /rpt/reportwizard.jsp, can be added to list views, reports, and related lists. However, use a complete URL, including the server name and https://, in your hyperlink formula before adding it to a search layout. Formula fields aren’t available in search result layouts.
To insert text in your formula field, surround the text with quotation marks. For example, to display “CASE: 123,” use this formula "CASE: "& CaseNumber__c.
Use the backslash (\) character before a quote or backslash to insert it as a literal value in your output. For example, "Trouble\\Case \"Ticket\": " in your formula displays Trouble\Case "Ticket": on detail pages.