SFDC Opportunity Hyperlink in DealHub

Hi McKinsey,

Yes, Dealhub supports creating this Hyperlink, and you can set it to be the name of the opportunity rather than just the link itself. This was created from my Sandbox:

1. You need to pull the opportunity ID into the playbook into a hidden question.

2. Open an opportunity in production SFDC and copy/paste the URL.
3. In the middle of the URL you will see the opportunity ID.

4. Copy that link into a rich text answer and replace the opportunity ID of the URL with the parameter from the question you created in step 1.

5. Copy that link and then delete it, and use the 'opportunity name' parameter:

6. Highlight the parameter and then click the link icon:

7. Paste the Salesforce link from before with the parameter in it. 

8. Set that question to read-only:

And this is how it will look on your quotes!

Hi,

Create two playbook questions:

1. Question to fetch the Opp ID from Salesforce (Can be hidden):

   

    

2. Rich Text question with a Hyperlink:

   

   

   
   In the hyperlink, reference the first playbook question to keep the URL dynamic. For example:
   https://accountname.lightning.force.com/lightning/r/Opportunity/%GI.OppId%/view
   (Note: The exact URL may vary. Please adjust it to match the correct Account context.)
   
   This approach makes the URL dynamic by incorporating the value from the first playbook question (GI.OppId).

Hope it helps.