Customer sometimes needs to create a field on Customer records that put the URL of that record into a URL field. This is because they are sourcing that field into SalesForce using a data integration platform so that my users can click that url inside SalesForce directly to the Netsuite record.
Basically a field on the customer record that is the url of that customer record.
In order for us to show the Customer's URL, what we need is to create an Entity Field. You may follow the steps below for this:
1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Enter Label
3. Type: Select Hyperlink
4. Store Value: Remove Checkmark
5. Click Applies To tab
▪ Customer: Enter Checkmark
6. Click Display tab
• Display Type: Select Inline
7. Click Validation & Defaulting tab
▪ Formula: Enter Checkmark
▪ Default Value: Enter 'https://xxxxxx.app.netsuite.com/app/common/entity/custjob.nl?
id='||{id}
Note: Change the xxxxxx in the Default Value to your account number
Let us know about your thoughts 😊
