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How to Make the Company Field Clickable in Leads List Views in Salesforce Lightning Experience

Udgivelsesdato: Apr 3, 2026
Beskrivelse

The "Company" is the standard Salesforce field that stores the company name on Lead records. The Company Name field in the Leads List View does not allow a user to click on it to view the Account record. Whereas the Accounts, Contacts, and Opportunities List Views do allow the Account Name to be clickable to view.

Løsning

You will need to first create a Formula Data Type Field for the Lead object and then add the newly created custom field to your List View Controller.

How to create a Formula Data Text custom field for the Lead object:

 

  1. Click on the gear icon in the upper right corner
  2. Click Setup
  3. Click the Object Manager tab
  4. Click Lead
  5. Click Fields & Relationships
  6. Click New
  7. For Data Type, select Formula and then click Next
  8. Field Label can be named "Business Name" or anything you wish to call it
  9. For Formula Type, select Text
  10. Copy and paste the following formula below into the code editor:
    HYPERLINK( Id ,  Company )
  11. Click on the Check Syntax button to make sure there are no syntax errors in the merge fields or functions
  12. Click Next > Next > Save

 

Note:

 

The formula consists of two components:

  • Idrefers to the unique Salesforce Record ID of the Lead record. This is what the hyperlink points to when clicked.
  • Companyrefers to the standard Lead field that stores the company name. This is the visible, clickable text displayed in the List View.

Together, HYPERLINK( Id , Company ) renders the value of the Company field as a clickable link that navigates directly to the Lead record.

 


How to add the newly created custom field to the Leads List View for All Open Leads:

 

  1. Click on the Leads tab in your Salesforce Sales App
  2. Click on the small Gear icon on the upper right under the Change Status button to access the List View Controls
  3. From the dropdown, click Select Fields to Display
  4. Under Available Fields, select the custom field name that you've recently created. For this example, it would be Business Name
  5. Once the custom field is selected, click on the arrow to move it over to Visible Fields and Save. You can also move the field to the very top so that it is visible on the far left of the List View layout.
Vidensartikelnummer

000392264

 
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Salesforce Help | Article