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Questions tagged [create-records]

The tag has no usage guidance.

1
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2answers
35 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
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2answers
23 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
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0answers
21 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
20 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
51 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
15 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
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1answer
27 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
30 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
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0answers
25 views

Run flow in APEX class

I've created a list button for cases, and I´ve included it in accounts related lists. The button has a visualforce page as its content resource, where I run my flow for creating a new Case. The idea ...
0
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0answers
23 views

Visual Flow errors when creating more than 100 records

I have created a flow that creates an event, tables, and seats all related to each other. If it needs to create more than 100 the flow will error. Could I get some help to fix this please? I need to ...
0
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2answers
51 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
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0answers
22 views

Email-to-Case generalization

I'm writing a code that creates objects from Strings like this: Object_API_Name.Field_API_Name:value for example: Contact.Email:foo@bar.com I'd like to use this in email-to-case, so the String is ...
0
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1answer
150 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
44 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
284 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
61 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
420 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
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2answers
451 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
298 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
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2answers
34 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
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1answer
56 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
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2answers
382 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
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1answer
52 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
351 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
93 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
513 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
136 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. ...
0
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0answers
29 views

Issue while creating child record with two required filtered self lookup relationship with same object for two different record types?

I have existing implementation surrounding Account object where we have two record types lets say "A" and "B". "B" type records are already related to "A" type record through the standard 'Parent ...
1
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2answers
181 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
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2answers
350 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
51 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
310 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
708 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
144 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
239 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
76 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
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2answers
98 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
1k 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
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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
716 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
131 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
159 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
4k 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
292 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
669 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
76 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
313 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
52 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
916 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 ...