I have converted an Excel doc to a pdf I have stored in Google Drive and saved it with permissions so anyone with the link can view. I'd like to make it available in Salesforce on all records of my custom object Performance Reviews so staff know how to rate staff. Is there a formula in a formula field that does this? Or is it best to save it as a Document and post/link to it somehow? I used to know this, thanks for your help!

  • Just want to clarify, is this related to your issue? releasenotes.docs.salesforce.com/en-us/summer15/release-notes/…
    – unidha
    Aug 26 '15 at 0:09
  • You could create it as a custom link and throw it on the respective layout. Probably the easiest and most consistent if the URL isn't gonna change much and you just want the link on all the records in the UI. Aug 26 '15 at 0:39
  • @unidha Thanks, but no, it's not related to that, as this is just one document I'd like to post for instructions (and it doesn't have to be in Google Drive, that was just one thought). Aug 26 '15 at 17:02
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    @cricketlang Thanks for your help! This is exactly what I needed. For anyone else viewing this, here's a how to guide to help you accomplish this: help.salesforce.com/help/pdfs/en/… Aug 26 '15 at 18:27
  • @cricketlang why not put this in Answer?
    – unidha
    Aug 27 '15 at 4:17

Easiest solution for putting links on a standard page layout would be with a Custom Link. Create a custom link in the object, add your URL, and then add that link to the desired page layout(s). If the link ever changes, all you'll need to do is change the URL for the link.

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