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Questions tagged [create-records]

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0
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1answer
25 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 ...
1
vote
2answers
40 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 ...
0
votes
2answers
29 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 ...
1
vote
0answers
142 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 ...
0
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0answers
21 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, ...
0
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1answer
70 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", "...
0
votes
1answer
24 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 ...
0
votes
1answer
32 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,...
3
votes
1answer
54 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 ...
0
votes
2answers
83 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 ...
0
votes
1answer
164 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 ...
0
votes
1answer
69 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 ...
0
votes
1answer
468 views

Callback after the record was created using e.force:createRecord

Are there a way to add callback after the user created a record and clicked the Save button? I am using a custom tab and custom components and open the Create a record modal window using e.force:...
1
vote
1answer
64 views

How to insert a record via lightning compenent?

I am new in lightning and trying my hands on it,but get stuck where i simply want to insert a record after creating the page of app. here is my code :- Component` <aura:component implements = "...
-2
votes
1answer
718 views

Prepopulate lookup field in e.force:createRecord

I am trying to complete Lightning Framework specialist superbadge in trailhead and under challenge 2, I came across the following If a Boat Type is selected, the new Boat record defaults to the ...
0
votes
2answers
610 views

Lightning Data Service - empty error message

Today I'm struggling with something I really do not understand. I'm trying to make simple lightning component for creating new record of custom sObject. Problem appears on the save method. Result ...
1
vote
2answers
411 views

save two records in two objects with a single save button with lightning components

I have two objects: question and answer, in one form. the first 3 fields belong to the question object. dynamic form belongs to the response object. I created two actions in the client-side ...
0
votes
2answers
37 views

How do I give a custom button the functionality to Create a New Record (on a related list)

I created a custom button "Add" and put in on the related list. But I need some help figuring out how to give it the same functionality of "New" when clicked
0
votes
1answer
67 views

insertion of a date field from vf page

I have a requirement to insert a date field for opportunity on vf page.For the creation of record i used vf remoting.But when i am sending opportunity closed date from page to controller and trying to ...
0
votes
2answers
517 views

Not able to update due date field in task

I'm having a process builder which creates a task whenever the stage is "Prospect". Now all is fine except due date field update. I'm setting "TODAY() + 7" in "Due Date Only" field in process builder. ...
3
votes
2answers
1k views

lightning:recordEditForm not working - create children on master-detail relatinship

<aura:component implements="force:appHostable"> <aura:attribute name="recordId" type="String" /> <lightning:card title="Create Reservation"> <lightning:recordEditForm ...
0
votes
1answer
54 views

Create new SF opportunity from within an iFrame

I currently have an iFrame which is loaded into SF using syntax similar to below. <apex:component> <apex:iframe src="SomeURL" scrolling="true" height="600" width="1000"/> </apex:...
0
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0answers
385 views

Create Child Record with Dynamic Record Type Options based on Parent

Not sure the best way to phrase this. I would like a button on a custom object that creates a child record (same object). It would also be able to pull some fields from the parent record. I would ...
0
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0answers
108 views

Restrict Record Create to Custom Button Only

I would like to restrict the way my users can create a custom object record. Specifically, this object record is a child of a different object and should never be created without a reference to the ...
3
votes
0answers
568 views

lightning:inputField as lookup missing “New Record” option

Is it just me or is the lightning:inputField component missing the "New Record" option when it's rendered as a lookup? Right now I have to type a value in the lookup field, hit enter, and wait for ...
-2
votes
1answer
171 views

New button to create auto-populated quote record

I was wondering what the best approach would be to add a button on an opportunity page to generate a new quote record that has some data fields auto-populated with data from the parent opportunity. ...
1
vote
2answers
229 views

How to Get Newly Created Id After Insert Called from an Event

I can't seem to get the Id of my newly created Contact record. When clicking the "Save Contact" button, the contact is saved, but I can't figure out how to reference the new Id. I would like to use it ...
0
votes
2answers
428 views

Insert record into Data Extension from a Journey

I would like to keept track of my sent out emails by writing away the data such as "Sent Date", "Theme", "Reason of contacting" into a "Contact History" Data Extension. This, as we only have the SF ...
-2
votes
1answer
57 views

Prefill fields with trigger not working

I have a custom object with 4 required fields for which I made a visualforce page to create a new record. I would like to fill 2 of the required fields with a before trigger and the other 2 trough the ...
1
vote
0answers
333 views

Save returnURL for standard save button on creating record using force:createrecord

The requirement is to redirect to home page on saving a new To Do record . I have a lightning component with custom button added to Home page that onclick I am creating a new record using force:...
0
votes
1answer
784 views

How do you access the user's choice for RecordType when using a lightning component to override the New button on a custom object?

I have a custom object with two different record types assigned to the standard user profile. We are using a Lightning Component to override the standard functionality of the New button, and this ...
4
votes
1answer
149 views

Hiding Standard fields from the Record creation window - Napili Template

Seems straight forward: Field Level Security to hide the fields, but this seems like, we cannot make disable the Read permission(as it always defaults to checked): Created By, Last Modified By, Record'...
0
votes
1answer
307 views

Flow: Auto Create 12 Month Child Records From Parent Employee Record Using Flow

Using Process Builder to call the flow on record create. I have a Contractor object. When a new Contractor is created, I need to auto create 12 (one per month) Time Sheet object records (regardless ...
0
votes
2answers
80 views

Error after creating a record in apex class

I get this error after clicking a button: The name can only contain underscores and alphanumeric characters. It must begin with a letter and be unique, and must not include spaces, end with an ...
0
votes
2answers
108 views

How to create a business account with the REST API

I can create a person account using the REST API, but I can't seem to find any documentation on how to create a business account. I imaging that the post items you send need to include something extra ...
1
vote
3answers
2k views

Copy field values from one object to another

I have Obj1 and Obj2 both having 20 fields of same API Names. For while creating Obj2 records I want to copy all those field values to Obj1. Is there any shortcut to do the coding instead of writing ...
0
votes
2answers
39 views

Creating a new record out of a newly created user record

I have a custom object called Employee__c. Once I create a new User in Salesforce, a new and corresponding Employee__c record has to be automatically created in the system using the information from ...
5
votes
1answer
730 views

Is there an event to handle Successful creation of record when event force:createRecord is used

I am creating custom object records using standard salesforce record creation feature by firing the event force:createRecord from my custom component. After saving the record, Page navigates to ...
1
vote
1answer
150 views

Why is the Salesforce security scan saying I don't check isCreateable()?

I am baffled by the Salesforce automated security scan. I just ran it and it says: This query looks for sObject Create operations that are performed without checking for isCreatable(). This may be a ...
0
votes
1answer
187 views

Creating an external object using OData 4.0 adapter

I've got a ASP.NET WebAPI project that must integrate with a Salesforce instance, using the OData 4.0 adapter for Salesforce. Searching and viewing my external objects is working fine, but I am unable ...
3
votes
2answers
5k views

Redirect to the lightning new record creation popup

In lightning experience clicking on the "New" button for an object opens a new pop-up to fill the data and create that object Is there a way to redirect to/open that new record creation popup by ...
1
vote
1answer
320 views

Update a parent record and create a child record within same transaction using SOAP API

My question is similar to this question, just that I am looking for SOAP JAVA client API based solution. Suppose, I have a Parent object Account and it's child object Contact. I have a web ...
0
votes
1answer
806 views

can a validation rule be set up to fire when a record is created

1) When I create a new contact on an account and a field has a certain value, a checkbox on the new contact is automatically checked. If that is checked I need to force the user to fill another field....
0
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0answers
82 views

Mass create child records from the parrent record with button

We have 2 objects with the lookup relationship. Object A – Parent Object B – Child Our goal is to mass create child records from the parent record by pressing the button. New records should be ...
0
votes
1answer
359 views

Updating child records using bulk API

Can we create the child record of a parent object using the Bulk API. I am trying to use the bulk API and I want to create all the child record of a parent record. Is it possible through using bulk ...
0
votes
1answer
54 views

How to develop a Visualforce page with controls that could be switched between edit and view modes?

I am new to salesforce and moved from .Net. I am given a simple exercise in VF page development.. The page will look like the image attached. It will have 2 frames, the right one will have controls ...
0
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0answers
976 views

Adding multiple rows/records in lightning component

I have to add multiple records on click of plus(+) button and on click of minus (-) button i need to delete the rows. On click of save all the added records has to be saved. My requirement is same as ...
0
votes
1answer
1k views

How to verify Trigger using test class which creates a new record in other object ? (how to get 100% code covarage)

For learning purpose, I was creating a trigger with following functionality : There is a candidate object with a checkbox "Active" , Trigger functionality is to create a new record in "Review" object ...
2
votes
1answer
77 views

Not able to create a Campaign Member using Process Builder

i am creating record 'Campaign member' and want show in related list under Lead Object, here i have criteria like CreatedDate = NOW() AND Description = abc based on above mention criteria Process ...
1
vote
1answer
339 views

What is the correct way to create a Recurring tasks in Visualforce?

Our requirement is to create a set of recurring tasks(activities) programatically. It's supposed to be a simple recurring set of tasks up to X number of days. My code segment as below. Integer idx = ...