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I have a customer detail page in which i have some related lists and notes related list. I need to automatically populate name of the customer from the detail page when user clicks New button on related list on notes and other related list pages.

What is the best way to accomplish this?

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  • It is standard functionality of Sf, if the related lists are child objects(or even lookup objects) they will have a lookup field, which would be populated with that customer name from the detail page automatically. – Mahmood Jun 22 '17 at 22:00
  • oh by name i mean a custom field not a standard field. – user43192 Jun 22 '17 at 22:24
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At the moment there is no standard way to override the "new" button in a related list. Your best bet would be to develop a small visualforce or lightning component to display a custom related list and also do whatever action you wish when you click the button.

Nonetheless, when you add a new child object, the parent relation is immediately filled in, which I don't know if it answers your question.

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