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Questions tagged [new]

The tag has no usage guidance.

0
votes
2answers
21 views

How to create Account while creating New Contact from the Contact lookup on Lead

On Lead, I have a lookup to Contact. When I attempt to create a new contact from this lookup field, the new Contact dialog box appears, but within here, I cannot create a new Account from the Account ...
0
votes
1answer
155 views

Unable to get record Name, only get recordId to display in Flow Builder

I'm checking out the new Flow Builder in the Spring '19 release, and I'm running into an issue with what I would think to be a simple task; retrieving the name/text from a field on the current record, ...
3
votes
1answer
125 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
1answer
63 views

Why isn't there an option to update or delete a Workflow Field Update?

There is no option to Edit or Delete an existing Workflow Field Update. Is there a reason for it? I have System Administrator permissions on the account. Both the Lightning and the Classic ...
2
votes
0answers
228 views

New button pop is not showing to create new record in Lightning

i am new to lightning and trying to learn lightning. i have created component in that component i am showing the contact based on the accountid using (implements="flexipage:availableForRecordHome,...
0
votes
0answers
126 views

Generate visualforce page from standard page layout

My app is in lightning experience. I want to add custom address search javascript component to my custom object record creation form. First i tried to get the address search work in lightning ...
0
votes
2answers
39 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
2answers
572 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 ...
0
votes
1answer
272 views

Salesforce validation rule for new record and picklist

Trying to set up a validation rule for new records. I want to make sure picklist field is set to 'New'. Here is my validation rule: AND( ISNEW() ,NOT( ISPICKVAL( Status__c , "New") )) Unfortunately, ...
0
votes
1answer
22 views

Custom fields and logic in menu to create new Opportunity?

I have some complicated subobject of opportunity (for quotes.) When creating a new opportunity users wouldn't like to go through a new menu to create quotes. They'd like to fill out some simple info ...
1
vote
3answers
1k views

Redirect to opportunity edit page

I have 2 user profiles: internal user and partner user (partner portal). I want to have separate behaviours when each user clicks on the Opportunity New button, to create a new opportunity: internal ...
0
votes
1answer
1k views

Change Layout of New Contact?

I am pretty new to Salesforce and am trying to set it up for my organization. I am trying to change the "New" link for each of the entity types so that the layout the user sees is different from the ...
0
votes
1answer
1k views

Lighning : Override new button to autopopulate fields in new record

since we are migrating to Lightning, I am experiencing some issues with a functionnality that we have. What I need is when i click New, the Name is auto populated for example with 'System'( this is ...
1
vote
1answer
407 views

How to avoid Splash page prompting for record type selection?

I have 2 record types for a custom object created in salesforce. I noticed that it prompts everyone to select a record type when creating a record in this object. I would like to avoid the splash ...
1
vote
0answers
142 views

Can a community user create a new case from the record list quick actions on the Napili template

I would like to enable community users to create cases against my custom Unit object am I able to add the action on the record list? In the winter16 release notes it says "Related record lists: ...
1
vote
1answer
501 views

Rename Standard new related list button

Is it possible to rename standard related list button without replacing standard new button with a new custom url hack button ?
1
vote
0answers
541 views

Prepopulate Name and lookup field value from related list new button

On a custom object, I've managed to auto populate the custom object's name field to a default value using below custom vf page code: <apex:page standardController="CustomObject__c" recordSetVar="...
2
votes
0answers
229 views

Create a Report using Salesforce SOAP or REST API

I know about Salesforce Reports and Dashboards REST API. But Report REST API allows only to change (update) an existing report by sending PATCH request with appropriate json body and clone a report ...
6
votes
1answer
942 views

Lightning shows visualforce pages for new/edit

In Salesforce classic mode, when you create a new record or edit an existing record, the layout of the page does not show any embedded VisualForce pages that would normally show when viewing an ...
3
votes
1answer
495 views

Can I show an auto number field (or any other unique ID type value) on a new record before it has been saved?

A simple request. I am customising an opportunities object page layout and want to show a UID type value that staff can quote to people. I have this working currently with an auto number field but ...
0
votes
2answers
275 views

Create a workflow populating a field on isnew()

I am trying to populate a field on a junction object every time a new instance of the junction object is created. This is my first time using workflows and I'm a little confused. What I used for the ...
0
votes
1answer
23 views

Regarding Portal User

How to get a mail,when new portal user is created, with the help of customer portal settings in customization not coding
1
vote
1answer
186 views

Error: Invalid field user for SObject User

I am trying to create a visualforce template for new users so we can generate a welcome to the team email and outline key information. I am having some trouble trying to save this as I kept getting ...
2
votes
1answer
494 views

Set up an Alert on the “New” opportunity button

Is there any way to set up an alert message when a user clicks the "New" button either on the Opportunity object or on the account related list? I don't think creating a new button will help because ...
1
vote
1answer
820 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 ...
2
votes
1answer
640 views

Use of the “Aloha SSO” button that sometimes appears on Login Screen

I see this button when I call the login page from a Google Chrome Incognito modus and can't make any sense out of it.