Save Your Users Clicks With Salesforce Quick Links

If you’re in Salesforce every day, you definitely know the value of quick and easy access to key records and pages. After all, any small thing that can reduce clicks is always a big win.

Cue Salesforce Quick Links! With quick links, you can streamline your workflow, save time, and keep everything you need right at your fingertips. This guide will cover what quick links are, why they’re helpful, and how to set them up – complete with a simple example to help bring it all to life.

What Are Salesforce Quick Links?

Quick links are exactly what they sound like: quick, customizable shortcuts that you can add to your record pages. They’re shortcuts to your record’s related lists and sit right on your record pages, letting you jump straight to the information you need without navigating multiple tabs or scrolling too much. The best part? You can customize them to fit exactly what you need, keeping all your most-used related lists and their key information right where you want them.

Why Use Quick Links?

Adding quick links to Salesforce isn’t just about saving a few clicks – it’s a small upgrade that can make your day-to-day tasks smoother and more efficient. Here are some top reasons why they’re worth setting up:

• Productivity boost: With quick links, there’s no more hunting around for frequently used records or resources. Just click and go.
• Tailored to each team and role: Different roles have different needs. Quick links can be tailored to give each team only the links they need most, like cases and knowledge articles for support or leads and opportunities for sales.
• Reduced errors and faster retrieval: Since quick links organize all the related lists in one place, it’s easier to find the right records, which cuts down on mistakes and speeds up task completion.

Setting Up Quick Links

Let’s set up quick links with a pretty common use case…

Imagine you’re the admin at TechLink Pro, where the customer support team often spends too much time navigating Salesforce to find related records like Product Requests, Related Cases, Work Orders, and Knowledge. Frustrated agents waste valuable minutes scrolling through related lists and opening new tabs, using up time that could be better spent resolving customer inquiries and troubleshooting technical issues.

Here’s a dummy case record: if the user would like to see related Knowledge, they would have to go to the Related tab and scroll through all related lists just to get to it and see its content. Adding quick links would be the perfect solution to this.

• Go to a case record and click the gear icon on the upper right, then “Edit Page”.
• In the quick find box on the left, search for “quick”, and under “Standard”, it should give you the “Related List Quick Links” component.

• Drag it onto a nice section in your canvas. I’m putting this pretty high up on the page, even above the record details.

• Hit “Save”. Easy-peasy!

The content of your quick links section depends on which related lists are included in the object’s page layout, in chronological order.

Now, users can view key related lists right from the main page without having to open the Related tab or scroll endlessly, which is especially helpful for records with numerous lists. Even better, hovering over each quick link displays a preview of the first few records in each list. And if users need to dive deeper, clicking a quick link takes them directly to view the full related list in the same window, providing a more efficient way to access important data.

Did you know that your end users also have the ability to customize how the quick links are displayed from their end? Here’s how:

• Click on your profile picture on the upper right and select “Settings” to open personal settings.

• In the quick find box, type “Customize” and select “Customize My Pages”.

• In the Related Lists and Dashboards section, select the object that you want to customize. Since we added the quick links to our case record page earlier, let’s select “Cases” and click “Customize Page”.

• The next page shows the order and content of the related lists shown on the case record page. These lists can be reordered and reorganized. In this example, I am moving the Knowledge related list higher up so it becomes the first quick link displayed.

• Click “Save”.

Open a case record to check if the order of quick links has been updated.

As expected, Knowledge is first now!

Quick links bring a lot of value to the table, especially for teams looking to streamline their workflows. They are a time-saving feature, providing quick access to critical related records without multiple clicks and scrolls. Aside from that, they are also customizable, even by the end user. They make navigation so much simpler by keeping key resources all in one place.

Unlike related lists, quick links don’t load the full data on the main page. Instead, they act as a simple list of links with the number of associated records, which improves both the user experience and page load speed!

Summary

Every second counts, especially when you’re managing a heavy workload. Salesforce Quick Links offer a powerful solution by giving you direct, customizable shortcuts to the records and pages you need most.

While they seem like a small standard feature, they can make a big difference in your daily workflow. By following the steps in setting them up, your users can enjoy the benefits quick links bring – ease and efficiency – letting them focus on what matters most.

Have you set up quick links for most of your objects yet? Let us know in the comments!