Hi,

I would like to create a custom link in Salesforce to a spreadsheet stored on our network (internal drive). I do not want to simply upload the spreadsheet to the Documents area and link from there, as the spreadsheet will be updated regularly outside of Salesforce by another group and I need the custom link to point to the dynamic version of the spreadsheet.

I have tried a few options, including the External Attachments app, linking through the Documents tab, using a Hyperlink field, following the instructions for a Custom Attachments object via the "Offline file storage links" instructions on Help & Training... none of them seem to produce the results I need. The Salesforce support line suggested I try this board, so hopefully someone here can assist.

I believe I need a custom formula field that points directly to the file on our server. The pathway to that file is as follows:

\\earth\engineering\Bidding\Sales Module estimates.xlsx

Again, the spreadsheet will be updated regularly outside of Salesforce, and I need the link to point to the latest, greatest, constantly updated version stored on our server rather than a static version saved somewhere within Salesforce and essentially frozen in time.

Hopefully this makes sense. If it matters, I plan on including the link on two page layouts in the Opportunities object.

Thank you in advance for any assistance you can offer and please let me know if any further clarification is required.