DataFetch
  • What Is DataFetch?
  • Slack App
    • Getting Started for Slack
      • Adding DataFetch To A Slack Workspace
      • Adding A Data Source
      • Slash Commands
  • Features
    • Search Results
    • Search Operators
    • Source Permissions
    • Data Source Catalogue
  • Admin
    • Message Templates
  • Data Source Types
    • Airtable
    • Adobe Marketo Engage
    • Amazon Redshift
    • Eventbrite
    • Google BigQuery
    • Google Drive
    • HubSpot
      • Creating a HubSpot Search
      • Creating a Message Template
      • Configuring Search Object Options
        • Adding a Result Object Type Icon
        • Editing the Result Record Name Template
        • Enabling the 'Open in HubSpot' button
        • Adding Result Object Properties
    • Humanitix
    • MailChimp
    • ON24
    • PostgreSQL
    • MySQL
    • Salesforce Pardot
    • Salesforce Sales Cloud
      • Creating a Salesforce Search
      • Creating a Message Template
      • Configuring Search Object Options
        • Adding a Result Object Type Icon
        • Editing the Result Record Name Template
        • Enabling the 'Open in Salesforce' button
        • Adding Result Object Properties
    • Splash
  • Additional Resources
    • Frequently Asked Questions
    • Glossary
    • Contact Us
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  1. Data Source Types
  2. Salesforce Sales Cloud
  3. Configuring Search Object Options

Enabling the 'Open in Salesforce' button

  1. From the DataFetch web interface, select or create a new search object and go to the Options tab.

  2. Tick the option to enable the button. The ‘Open in Salesforce’ button will be visible when you click the View Details in your search result. You can click this button to open the result record in your Salesforce app.

  3. Click Save.

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Last updated 2 years ago

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