Questions tagged [create-records]

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702 views

Default Record Type when creating record from related list

I have two custom objects in a master detail relationship. Credit Applications are the parent, and Credit Decisions are the child. There are multiple record types and page layouts of each object for ...
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29 views

I am looking to create a flow that collects entered user times and creates a record

I am trying to create a payroll flow that goes through every resource(a record with the User as the owner) and collect/add the times that they have entered to create a bill record. The flow is ...
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1answer
22 views

Is it possible to distinguish in a trigger if a create new record is started from a related list or from the object

I have a requirement to pre-fill some fields when a record is created from a related list. These requirements are different when created from the object itself. Is there a way that I can capture this ...
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0answers
19 views

Add a Cost to Finance tab [closed]

I need to add records to the IPfolio__Cost__c table. That part works. I run my script and these records are in the table. But here is the problem. If I add a record from the IPfolio, the record shows ...
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1answer
22 views

How to get the record Id when the Save button of aura component is clicked so that it can be used to redirect to the other component?

I've to create an aura component which will contain a form and when the data is saved by clicking SAVE button it should redirect us to another component. The issue i'm facing is how to get the record ...
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1answer
22 views

Create multiple custom permissions

I have a requirement to create multiple(around 100) custom permissions. Can this be done using data loader or workbench? In data loader when we select insert option I don't see custom permissions ...
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1answer
766 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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0answers
33 views

Listen to salesforce Create Record success event with new recordId

I'm trying to use the sforce.one.createRecord event to create a record for Contact object with some pre-fill using the defaultFieldValues attribute. I don't want to use any custom built form because ...
1
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2answers
2k 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 ...
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0answers
20 views

Record Creation Success Message

I am trying to edit the standard 'Record Creation Success Message'. I found this link: https://help.salesforce.com/articleView?id=000356325&language=en_US&mode=1&type=1 But I see only the ...
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0answers
19 views

How to correctly implement the selection of an account in the picklist so that it is correctly recorded in the new contact?

I have a form to add a new contact and am having trouble recording if I fill in the "Account" field. If you do not fill it in, then the new contact is added to the database without any ...
0
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1answer
24 views

Create record from view in background

I currently have a lightning component from which I want to save a string into a record. In my javascript controller I create a record when a button is clicked. A dialog is shown to save the record ...
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0answers
30 views

PanelOnDestroyCallback from force:createRecord not getting called when I don't set “navigationLocation” : “LOOKUP”,

We have a usecase where we want to open a "Create Record" form from our component, let the user save a record, save the recordId of the newly created record in some entity, and come back to ...
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1answer
24 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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0answers
35 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, ...
3
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2answers
1k views

How to create more than one temporary record with lightning components

Dear fellow Salesforce experts, I am building a lightning component where I am using a form with fields in order to create multiple records. I am already able to create multiple opportunity records ...
1
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1answer
3k views

How to create new KnowledgeArticle record from API

I am looking into building a web app using either the SOAP or REST API that would allow our clients team to generate new knowledgebase articles (service cloud) to be submitted to salesforce via the ...
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0answers
17 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 ...
1
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2answers
296 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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1answer
81 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
151 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 ...
1
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1answer
26 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 ...
0
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1answer
30 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 ...
1
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0answers
272 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
30 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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0answers
27 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 ...
0
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1answer
38 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 = ...
0
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2answers
68 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 ...
1
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0answers
334 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 ...
8
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4answers
15k views

How to retrieve or deploy Custom Metadata Records by ANT Migration Tool?

How to retrieve or deploy Custom Metadata Records by ANT Migration Tool? Is this possible? I guess it should be possible if this is available for packages and changesets but can't find a way ...
0
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1answer
289 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 ...
1
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1answer
493 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 ...
1
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3answers
4k 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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1answer
513 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 ...
0
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1answer
55 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 ...
0
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1answer
147 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
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 ( ...
1
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1answer
266 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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0answers
204 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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0answers
79 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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0answers
922 views

Create Record in LWC

createRecord : function (component, event, helper) { var createRecordEvent = $A.get("e.force:createRecord"); createRecordEvent.setParams({ "entityApiName": "Contact" }); ...
0
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1answer
36 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 ...
1
vote
2answers
2k 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 ...
1
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0answers
41 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 ...
0
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1answer
267 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....
1
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1answer
215 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 ...
0
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1answer
29 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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0answers
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 ...
1
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1answer
1k 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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0answers
181 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 ...