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Open email message record with one click from custom report

Udgivelsesdato: Apr 2, 2026
Beskrivelse
With the new Custom Report Type for Email Messages (delivered Summer '21 ), users were able to create the report. However, there was no "one-click" field that led user directly from the report to each Email Message record
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Step 1: From Setup, enter Report Types in the Quick Find box, then select Report Types. If the Custom Report Type welcome page opens, click Continue. Click New Custom Report Type. Select the primary object for your custom report type. In our case, we will select Report on Email Activity

Step 2: Choose the following object relationships: Email Messages (A) > with or without related records from Contacts (B) 

Screenshot of Custom Report Type object relationships: Email Messages (A) with or without related records from Contacts (B)  

Step 3: From the Outline panel, add the Email Message ID field to the Columns section
       
Screenshot of Report Builder Outline panel with Email Message ID field added to Columns section 

Step 4: Create a custom formula field (Type = "Text") for your new Hyperlink Formula Field. We chose to name our custom field Link to View Email and input the formula below

Screenshot of custom formula field creation dialog showing Link to View Email field name and HYPERLINK formula 

Sample Formula Below:

HYPERLINK( "/lightning/r/EmailMessage/" & Id &"/view", 
"Link to View Email", 
"_self")


Step 5: Save your report. Add a column Link Email ID to the report, then Save & Run. Use the hyperlinked field to quickly access any Email Message records in the report 

Screenshot of completed report with Link Email ID column added, ready to Save and Run 

Step 6: Once you click on the Link to View Email button, complete details about the Email Message record will be displayed

Screenshot of Email Message record opened after clicking Link to View Email hyperlink in report 

You're done!

Vidensartikelnummer

000393811

 
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Salesforce Help | Article