Questions tagged [create-records]

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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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1answer
550 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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0answers
16 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 ...
1
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1answer
874 views

How to automatically select a new record's picklist values based on the autocompletev2's form selecting a custom setting record?

I am using the autocompletev2 search box from blogforce9 to allow users to type a request and have the autocomplete show the closest options. Because autocompletev2 doesn't work with picklists, I had ...
1
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1answer
511 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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0answers
19 views

Lightning Flow Create Record

Can I use a lightning component in a lightning flow to decorate text and update it the same way in notes(create records) as it is in the lightning component. I just want to orient the text in proper ...
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0answers
113 views

Create Record in LWC

createRecord : function (component, event, helper) { var createRecordEvent = $A.get("e.force:createRecord"); createRecordEvent.setParams({ "entityApiName": "Contact" }); ...
3
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2answers
913 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 ...
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1answer
22 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 ...
0
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2answers
948 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
28 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
49 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
47 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
26 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
20 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
198 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
104 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 ...
0
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1answer
144 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
893 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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0answers
70 views

Change Confirm button label on Record Form

I have a global action (create record) in my Community which loads a "Create Record Form". The submission is labelled "Confirm", is there a way to rename this label? There is no option in the Create ...
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1answer
35 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 ...
9
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3answers
10k 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 ...
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2answers
1k 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 ...
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1answer
622 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
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2answers
473 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 ...
3
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1answer
352 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
312 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
1k 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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1answer
344 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
26 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
88 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 ...
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1answer
47 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,...
4
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1answer
2k views

Insert sample records using Apex

I would like to insert a bunch of sample account records (50 or so), without using the data loader. I have written code, but I do not know how to proceed. Where can I run it? List<string> ...
1
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1answer
2k 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 ...
1
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3answers
3k views

Add multiple rows in Lightning component

I am new to lightning. I have one requirement and I am not sure how to achieve it. any help is appreciated. Requirement is : we have to build custom lightning component, where in user will key in few ...
0
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2answers
219 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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1answer
258 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
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1answer
280 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
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1answer
2k 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
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1answer
116 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 = "...
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1answer
2k 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 ...
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2answers
1k 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 ...
3
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2answers
2k 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 ...
3
votes
0answers
997 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 ...
0
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2answers
102 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
147 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
1k 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. ...
0
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1answer
80 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:...
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1answer
5k views

Field Missing / Field Not Showing Process Builder Create a Record

I am trying to create a record via Process Builder, and set the value for a custom field of type text, but the custom field doesn't show up in the list of fields that I can set. How can I get this ...
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0answers
201 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 ...