Pages

Friday, October 21, 2022

Salesforce Lightning URL Hack

Scenario: Universal Inc would like to increase staff productivity with fewer clicks when creating a Case from the Account page, users still need to enter other fields, but a few fields have been populated by default:

  • Skip record type prompt
  • Type = Other

Solution: create a custom button and add it to the page layout. Here is the URL:

/lightning/o/Case/new?defaultFieldValues=RecordTypeId=0125g0000022dlQAAQ,AccountId={!Account.Id}&Type=Other


Reference:

No comments:

Post a Comment

Page-level ad