-
Can u please help me on prepopulate the fields values before save in Salesforce?
Hi All,
Can u please help me on prepopulate the fields values before save?
-
1 Reply
-
Hello Naren,
Are you trying to pass data from one object to another when a new record is created? Assuming so you have a few options depending on if you are in Classic or Lightning.
If in Classic you can create a hacked URL button that passes data from one record to another.
If in Lightning you can use Quick Actions and prepopulate values when the Action is called
If in either you (or a developer) could have a before insert trigger that copies data over when the record is created.
Log In to reply.
Popular Salesforce Blogs
Salesforce Classic to Lightning Migration: Benefits and Best Practices
Salesforce is a comprehensive CRM platform that delivers almost everything needed to manage business operations efficiently. It is a powerful toolset that enables top-level management…
Amazon CTI Adapter and Service Cloud Voice: What’s Your Choice?
Service Cloud Voice (SCV) was released in 2020 to replace and extend the functionality of the Amazon Connect CTI Adapter, which is used to link…
Which Salesforce Tool Should You Be Using? Sales Cloud vs. Service Cloud
You have offered two module alternatives when you join up for Salesforce: Sales Cloud or Service Cloud. Generally speaking, users in Service Cloud are focused…
Popular Salesforce Videos
Salesforce App Builder Certification Questions Explained
CRM tools serve as the base for managing small and large-scale businesses, and Salesforce is among the best CRM tools in the industry. Therefore, Salesforce…
Man Free Climbs 1,070-foot Salesforce Tower in San Francisco
A man free climbed San Francisco's Salesforce Tower Tuesday morning in response to the leaked draft in the Supreme Court Roe v. Wade abortion case.…
Salesforce Marketing Cloud Connector for UiPath
This is a connector for Salesforce Marketing Cloud that allows you to work in the background with SFMC instance. watch this video and let us…
