Creating Custom Fields for Hotline Links
To start configuring Zinc Hotline links, you create two custom fields for one or more object types.
To create custom fields for Hotline links:
1. On the Salesforce Setup page, in the top left area, click Object Manager, and then in the list of object types, click the object for which you want to configure Hotline links.
2. On the Setup page for the selected object, in the left pane, click Fields & Relationships, and then on the Fields & Relationships page, click New.
3. In the New Custom Field wizard, complete the fields in each step as follows:
|
Wizard Step
|
Field
|
Value
|
|---|---|---|
|
1. Choose the field type
|
Data Type
|
Formula
|
|
2. Choose output type
|
Field Label
|
Zinc External Id
|
|
Field Name
|
Zinc_External_Id
|
|
|
Formula Return Type
|
Text
|
|
|
3. Enter formula
|
Zinc External Id (Text) =
|
"smax-workorder-" & Id
|
|
4. Establish field-level security
|
Field-Level Security for Profile list
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Select the profiles fpr which you want to grant edit access to this field.
|
|
5. Add to page layouts
|
Page Layouts list
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Select the Add Field check box for the page layouts to which you want to add this field
|
 |
The example formulas in these steps are for use with the Work Order object. To add formulas to other object types, use the Formula Editor to select relevant fields.
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4. Click Save & New, and then create a second custom field with the following values:
|
Wizard Step
|
Field
|
Value
|
|---|---|---|
|
1. Choose the field type
|
Data Type
|
Formula
|
|
2. Choose output type
|
Field Value
|
Zinc Message Body
|
|
Field Label
|
Zinc_Message_Body
|
|
|
Formula Return Type
|
Text
|
|
|
3. Enter formula
|
Zinc Message Body (Text) =
|
Name & " for customer " & SVMXC__Company__r.Name & " on asset " & SVMXC__Component__r.Name
|
|
4. Establish field-level security
|
Field-Level Security for Profile list
|
Select the profiles to which you want to grant edit access to this field
|
|
5. Add to page layouts
|
Page Layouts list
|
Select the Add Field check box for the page layouts to which you want to add this field
|
|
|
The Zinc Message Body default content in the previous table is merely a suggestion, and you can edit per your needs. The Message can be as simple as, for example, “I have a request related to “ & Name. The content in this field is used as the Message body when you use the body URL parameter in Hotline links to automatically send Messages. If you do not use the body URL parameter, this field is optional.
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After you complete these steps for each object type for which you want to configure Hotline links, you can move forward to configure SFM Custom Actions.
For more information: