• WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Salesforce
        • Implementations
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service Lightning
          • Field Service for SMEs
        • Developments
          • Salesforce Customization
          • Custom Application Development
          • AppExchange Product Development
        • Migrations
          • Classic to Lightning Migration
          • Other Systems to Salesforce Migration
        • Integrations
      • Data Science
        • BI Solutions
        • AI/ML solutions
        • Agentic AI
    • HOW WE DO
      • Delivery Model
      • Our Works
    • REACH US
      • Contact Us
      • Careers
    • BLOG
  • [email protected]
  • (+91) 44-49521562
Merfantz - Salesforce Solutions for SMEs
Merfantz - Salesforce Solutions for SMEs
  • WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG

How to create custom link on sidebar in Salesforce

  • February 19, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
  • 1

Salesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click.

These custom links can increase productivity and reduce clutter when created .

Step-1: Go to Setup=>Customize=>Home=>Custom Links.

Step- 2:  Then Click the new button

Step -3: Enter the label name

            In Behavior select Display in a new window from picklist.

             Select URL in content Source        

             Enter URL

Step-4: Click save

The new custom link will not be displayed to users until we create a custom links component and then add that component to a home page layout.

Step-5: Go to Setup=>Customize=>Home=>Home page components

 

Step-6: Click new button

Step-7: Enter Name and click links

Step-8: Now we have to add custom links to show section from custom links not to show section.

Use Arrow’s to move and select Save

     We have successfully created salesforce training custom link on salesforce.com home page but we have not added this custom link on home page layout. Now we are going to add this custom link to our salesforce.com home page layout.

Step -9:  Go to setup=>Customize=>Home=>Home page layouts

Step-10: Edit Default home page layout to add Blog post custom links.

Step-11: Select Blog post custom link check box to add on page layout.

Step-12: Move the custom link to the required position using arrow’s and Save the settings.

Step-13: Now go to Home page and we will find Blog post custom link

  When user click on Blog post custom link button a new window will be opened.

To Read more : Click here

For Reference : Click Here

Author Bio

Merfantz Editor
+ Recent Posts
  • August 4, 2023
    How to Setup CRM Analytics for Financial Services Cloud
  • August 2, 2023
    How to Get Started with Salesforce Hyperforce - Merfantz
  • July 28, 2023
    Health Cloud Mastery: Salesforce Trailhead for Effective Healthcare CRM
  • July 26, 2023
    How to integrate Data cloud and Marketing cloud In Salesforce
  • Previous How to Add the holidays in Salesforce
  • Next How to Activate Session-Based Permission Set through Flow in Salesforce

1 comment on “How to create custom link on sidebar in Salesforce”

  1. Pingback: How to Add the holidays in Salesforce - Merfantz Blog

Merfantz Technologies is a leading Salesforce consulting firm dedicated to helping small and medium enterprises transform their operations and achieve their goals through the use of the Salesforce platform. Contact us today to learn more about our services and how we can help your business thrive.

Discover More

Terms and Conditions
Privacy Policy
Cancellation & Refund Policy

Contact Info

  • No 96, 2nd Floor, Greeta Tech Park, VSI Industrial Estate, Perungudi, Chennai 600 096, Tamil Nadu, INDIA
  • (+91) 44-49521562
  • [email protected]
  • 9:30 IST - 18:30 IST

Latest Posts

Let Einstein Help You Build - Salesforce Flow
Let Einstein Help You Build – Salesforce Flow May 15, 2025
Mastering Attachment Compression for Salesforce Developers May 9, 2025
Salesforce API Integrations: Connect with Slack, Zoom, and Teams May 2, 2025

Copyright @2023 Merfantz Technologies, All rights reserved