Include Salesforce Hyperlinks in a Report Export

Here are a couple workarounds that you can use to create hyperlinks in your Report export that link directly to Salesforce records.

Copy and paste the report into Excel

Copying and pasting a report directly into Excel or Google Sheets is the best way to retain all hyperlinks. Exporting the report from Salesforce will remove the hyperlink and only display the text.

Create a formula in Excel to generate hyperlinks

If the report is exported, it's possible to generate the hyperlinks via a formula directly in Excel. The information listed below only works when viewing the report via the Salesforce Classic User Interface and works best when applied to a report with less than 2,000 records.

Add the Record ID for the object that you want to hyperlink to when creating your report. After you export the report, you’ll add a new column and enter a formula to create a hyperlink to open the record in Salesforce Classic in your organization.

Example Scenario: The object Record ID is in column A of your report export.

1. Insert a new column to the right of Column A.
2. In cell B2, enter =HYPERLINK("https://instance_name.salesforce.com/"&A2) 
3. Copy this formula down to all cells and you'll now have a hyperlink from your export file back to each object record.

Note: Replace instance_name in the URL above with the instance of your Salesforce org. For example: NA7 or EU13.