Questions tagged [create-records]

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11 views

Toast Message after record creation showing URL ID and not auto number

The toast message that used to appear after record creation displayed an auto-number of the object. After sandbox refresh, the toast message is showing the ID of the record and not auto-number and I'm ...
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1answer
18 views

Can I set up a way where users allowed to create Opportunities only from Contacts?

My initial idea was to hide - New - button from the Opportunities recent list, its already hidden on the Account page layout, but I'm starting to doubt that's the right way, what approach should I use?...
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32 views

Pass current loggedin user id in lookup field in lightning component

Eximanie Record field is a user lookup and i want to populate this lookup value as current logged in user, but it is showing still blank on lightning component. ({ doInit: function(component, ...
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14 views

Dynamically set fields values in force.recordCreate using the getPopulatedFieldsAsMap method

I'm working on a button that clones a record and would like to be able to dynamically populate field values into the force.createRecord form. This was the only way i've found that will keep page ...
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1answer
64 views

Error on standard new record create button on list view in Winter 21

You get following error in technical description. When creating a new record using standard New button on a given list view in Winter'21 orgs for specific record types only Uncaught (in promise) ...
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1answer
47 views

how to create a salesforce object on a marketing cloud smart capture form submission [closed]

I have a landing page with a smart capture form on it. Upon the form submission, the smart capture simply sends the details into specific data Extention. Now, is it possible to create a 'Lead' object ...
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1answer
22 views

Order of returned Ids when creating multiple records with the SOAP API

When I create records using the SOAP API, the Id of the created records are returned, and if multiple records are created in a single call, all the Ids are returned. I'm just wondering if there's any ...
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1answer
27 views

Deny or allow the creation of a new record if in the parent object (records) - the field of the picklist type has the status “closed” or “active”

I have two objects: Training and Participant with a master-detail relationship (Training (master), Participant (detail)). When training is "canceled" (Status (Picklist) field selected ...
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90 views

LWC - what is the best way to create a new record from an existing one?

I have a need to create a new record from an existing one on a Lightning page, but selecting specific fields only, not all (it's about 50/50 of used/unused fields), and adding some new values not on ...
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2answers
29 views

Can I create a different page layout just for the creation of an object?

We have way too many fields on the oppty object. I am trying to create a new page layout, that will be used only upon the creation of a new oppty. That will holda roughly 15-20 fields only that are ...
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26 views

Using the Bulk API, can I create both Custom Objects and their parent Person Accounts concurrently? [duplicate]

Our org uses Person Accounts. Each Person Account will be a parent record for at least on Bank_Detail__c record. We have an externally hosted website which will collect information about our pending ...
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1answer
34 views

Trigger doesn't update event

with this trigger I can insert new events, but can't update them, if I update an Opportunity or a Task. trigger CreateEvent on Opportunity (after insert, before update) { List<Event> events = ...
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2answers
58 views

Create no more than one record of particular type per day

I've created a custom object for Leaves which allows the users under my org to apply for leaves. I've added three types of leaves such as Casual Leave, Sick Leave & Leave without Pay. I've used an ...
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2answers
102 views

How can I insert records from one sandbox to another sandbox?

I have sandbox shared for my team and I have personal sandbox. How can I insert records sandbox shared for my team to my personal sandbox? I have required objects and fields. I don't need to insert ...
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149 views

Flow Loop not processing the last record

I'm building a flow that takes the subscriptions listed on our contract record and creates a record in a custom object called Entitlements. Our contracts may have the same subscription listed more ...
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1answer
80 views

Creating new Records in FLOW

So I'm new to using flow and i'm doing something wrong. Hoping someone could help to get me on the correct path. I have a very simply flow that I'm trying to do that involves pulling a record ...
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1answer
286 views

LWC NavigationMixin.Navigate after creating new record not getting id

In my LWC I create a new record, and after this want to navigate to the new record to allow the user to enter some required info. What I'm finding though, is although my navigate statement is after ...
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1answer
288 views

e.force:createRecord not loading create screen - lightning Component

I've created a LC to override the standard new button on a custom object. The component uses e.force:createRecord to load the createRecord screen for the object All works fine when you use the ...
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1answer
34 views

Can i add LC button in form?

I've create custom button in Contact , it's goal is to create custom object record I want to add in the form a custom button near Save / cancel which will open another popup .. Form is that ...
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1answer
90 views

How to store multipicklist values into the text field in salesforce through lightning web component and apex

LWC code Picklist component code <div if:true={displayMultipicklistFields}> <lightning-dual-listbox name="Field Value" label="Field Value" source-label="Available" selected-label="...
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1answer
184 views

LWC create record - getting 'undefined' for record.id in 'then'

I'm successfully creating a new record from my LWC, but I can't seem to access the content of the new record in the 'then' part of the code. I would like to display the Name of new record (which is an ...
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136 views

Open sofrce createRecord in aura in popup modal instead of subtab in console

I am trying to open "Standard Task" create page in console but its opening as a subtab. I need to open it as a modal popup on same lightning recordpage. Please help. var createRecordEvent = $A.get('...
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51 views

Get record type Id from record type Name/DeveloperName in formula

Is it somehow possible to derive record type id from name in formula? I'm trying to create New button (List Button type) by specifying its url: /lightning/o/MyCustomObject__c/new?recordTypeId=...
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56 views

How to open standard create form of salesforce lightning in a new sub tab

I am firing an event e.force:createRecord to open a standard create form in Salesforce lightning but it opens in a new tab rather than a new sub tab. Is there a way to open it in new subtab?
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27 views

Force Create Record and Edit Record different behavior from overlay

Lightning development question - I am calling e.force:createRecord from a custom overlay - It automatically closes the custom overlay dialog and then gives me the record creation overlay Same ...
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812 views

Create Record in LWC

createRecord : function (component, event, helper) { var createRecordEvent = $A.get("e.force:createRecord"); createRecordEvent.setParams({ "entityApiName": "Contact" }); ...
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1answer
28 views

Flow to Create a record and relate records to it

I'm working on a flow that'll ask the user for values (text, and picklist values) and create a record and relate existing records to it. The picklist is a record set of existing records that I need ...
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0answers
34 views

Use Lightning Web Component to Create Lead based on Record Type

Trying to figure out how to pass the recordType into a "CreateRecord" method in a LightningWebComponent. Currently, I'm hard coding the id and passing it with the rest of the values, but that is ...
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1answer
172 views

Top-Down Tab Key Section not working in Page Layout

I'm also creating custom page layouts for this custom object, and want them to be able to tab down, rather than left to right. I believe I have the correct option chosen, but it does not tab correctly....
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1answer
137 views

Before insert is not taking effect

I'm trying to update an Email field on an sObject, we have lots of relationships, so using workflow rule is out of the question. Basically I need to send and email alert to the account owner of a ...
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1answer
28 views

Compare UserId__c field values on other Contact records and populate UserId field on Contact using other field values on Contact Record

I have a Custom Field on the Contact Object called UserId__c. When a Contact Record is Created I need to check other Contact Records for their UserId__c value to prevent duplicates. The initial value ...
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28 views

Connected App with Custom Endpoint

I'm not sure how to ask this question. We have a custom endpoint that handles the creation of leads from external partners. We recently added a partner and they are using a connected app. I didn't ...
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1answer
1k views

force:createRecord - setting default values dynamically

I have a requirement where I need to set the defaultFieldValues dynamically (both field name & value). How can I achieve that? var createRecordEvent = $A.get('e.force:createRecord'); if ( ...
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1answer
743 views

How can I link two records in a flow?

I'm creating a flow that creates two records on two separate objects. The objects are linked in a master-details relationship. But I cannot figure out how to create the relationship between the two ...
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167 views

Lightning Web Components - track user (insert visit record) after login

We use lightning communities. I am working on building a new LWC component, where I can place it in the page footer. The goal of the component is simple: once the user logs in, visits a page in the ...
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1answer
294 views

RecordType selection list not available in $A.get(“e.force:createRecord”)

I'm trying to create a Contract from an Opportunity record via $A.get("e.force:createRecord") but it's not displaying RecordType selection list. User has access to two different RecordTypes so it ...
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2answers
2k views

Method does not exist or incorrect signature: void CreateUse(List<Ent_Req__c>) from the type Usrcreation_controller [closed]

I am trying to create a user record based on other record getting created, I added all the code in apex class and I am trying to call apex code method in my trigger. I am getting incorrect signature ...
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1answer
42 views

Account record does not get created

I followed instructions on "https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm" to insert a new account record. I get no errors, but the account record ...
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1answer
827 views

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so. I tried using custom label and even I tried hardcoding still It is not ...
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2answers
1k views

Custom Object to Hold Log Information

I need some help at least with the Logic to be able to do this. Basically i need to create a Record on a custom Object everytime an Apex Class is runned on success or error, that Record should show ...
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2answers
784 views

Hide field on Case Create Page

I have a datetime field on my case object that gets set by a trigger based upon the value selected in another lookup field on my case. I need this field to display on the case details once the case ...
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0answers
2k views

Trying to create a case record from Lightning Component Input form

I am creating an input form using Lightning component. Based on the data entered by the user in the form, a case should be created in Salesforce. Unfortunately, when I hit the submit button, nothing ...
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58 views

Is it possible to reference values on child object records in Process Builder?

On the Case there is a custom junction object that looks up to the Account called Support_Team__c. This allows for the association of multiple Support Team members to a case. On this junction object, ...
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1answer
626 views

Call API FireEvents: multiple records for data extension

we are calling to this method: https://www.exacttargetapis.com/interaction/v1/events In body, raw text is this: { "ContactKey": "XXX", "EventDefinitionKey": "APIEvent-XXX", "...
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1answer
141 views

Embedded VFP not showing on popup

Since no one has suggested a better solution to my question I'm currently trying to include a custom component into a standard layout using a visual force page. I was able to create the VFP and add it ...
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1answer
51 views

updating related list

List<Opportunity> op = [ SELECT Id,AccountId, External_Id__c, StageName, Sales_Office__c, Held_or_Purchased_Model_Lookup__c, Subdivision__c, Lot__c, Hold_Expiry_Date__c,...
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1answer
468 views

Why at the Account tab dropdown menu the “+ Account” option is missing? (applies to ANY other tab, too)

Update: this issue applies to ANY SObject tab (Custom + Standard), too. On all Orgs but one that I know at the Account tab there is a first option "+ New Account". It looks always like this and this ...
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2answers
281 views

Cannot read property 'WhoId' of null when using lightning data service with task

I am actually using force:recordData to get info from a task and then I want to create an event from it. So I created a lightning component to be used in a lightning action. The component code is as ...
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1answer
373 views

lightning:recordEditForm, mark as missing a field that I'm passing

I have an Issue with this component. When every Try to submit a new OpportunityLineItem The component sends the following error messages. An error occurred while trying to update the record. Please ...
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1answer
336 views

Tell a force:lightningQuickAction what object I would like to work with

I want to create a custom lightning component which would allow me to create a record of a specific object. I decided to use quick action for this. I googled the documentation over here and found the ...