Questions tagged [record]

The term sObject refers to any object that can be stored in Force.com. This could be a standard object, such as Account, or a custom object that you create, such as a Merchandise object. An sObject variable represents a row of data, also known as a record.

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11 views

Update lead record on javascript button click in lighting

I am new to salesforce lightning. I have a button in classic that update the lead status. But I am not been able to figure out how the same thing will be written in lightning. Here is my classic ...
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2answers
53 views

LWC Composition for Custom Layout inside a lightning-record-form

I have a SObject with multiple display layouts. Now, I want a way to display a particular layout in my lightning-record-form with different lightning-input-field. I don't wanna attach all the fields ...
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1answer
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put text by link style in lightning datatable [duplicate]

I want to put data in lightning datatable by url link style like attached to express the record of relationship. I tried header type "url", but it showed "http//" in the cells. How can we put data ...
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mass merge accounts - tool suggestion anyone?

We have 2 sets of accounts in one org and would like to merge them. They are currently separated by Account Record Types, so I'm really asking if there is a way to merge 2 record types into one. We'd ...
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Input field not getting populated when selecting multiple records in a table as aura:id does not support dynamic id

I have a component which will display a list of records in the table format, and here I have a pick-list input field named Distance . Now on entering value in distance field and saving the record, ...
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25 views

Redirect to non-default tab on recordpage from Lightning Component

I'm using a lightning component to update a record. For the lightning whole application to work well, it has to reload completely. After updating the record, I use lightning-navigation to create the ...
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1answer
44 views

What a community user can do on the custom object record?

Has anyone implemented a community from a NPSP org ? I need to launch a community with a NPSP org, but I have a question that the documentation doesn't answer me. What a user can do on a record of a ...
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2answers
643 views

Getting the recordId in lightning web component in the utility bar

I'm fairly new to salesforce and lwc so apologies if this question has an easy answer. I'm trying to get the recordId in a component using @api. The component is being used in the Utility Bar. Using ...
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2answers
185 views

Salesforce Objects & record Counts

Is there any way to generate XLS/HTML output with below details from Salesforce? List of all STANDARD & CUSTOM Objects Record Counts associated with above objects Thanks Sri
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1answer
319 views

Get Record Data for Custom Object

I have been following this guide to create a Web Component that gets a records information, however I am having trouble getting this to work with custom object... Is there extra steps you need to take ...
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1answer
120 views

How to perform mass merge for duplicated records in a custom object?

I have a custom object A and a custom object B. Custom object A is the parent object. Custom object B is the child object. The relationship between custom object A and custo object B is a master-...
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1answer
63 views

How to upload files to a related record using lightning components?

I'm trying to upload a file to a related record using just the <lightning:input> component. The <aura: component> includes the force:hasRecordId and by using {!v.recordId} I am able to ...
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1answer
157 views

Notes & Attachments Cant find using soql

I did not get any result from querying notes and attachment. Setup I create a custom object. I added notes and attachment to the custom object I created soql that filter by parentId and it looks like ...
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1answer
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Configure a many-to-many relationship with one side being a fixed set of records, which may have different types [closed]

What is the best way to configure a many-to-many relationship with one side being a fixed set of records, which may have different types? I think it will be a lot easier to understand what my ...
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1answer
23 views

Record Insertion using Lightning,

I need to insert a record to a custom object throught the lightning page that I have created. but i am getting the attached SS error. Could any1 tell me what I am doing wrong ? CMP:- <aura:...
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1answer
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Best Practice for Canine profile

I work for a nonprofit that trains service dogs for Veteran's with PTSD and we just started using salesforce. I am the admin, and still learning as I go... I am struggling with the best practice to ...
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1answer
175 views

How to specify the Lead owner when creating with REST API?

I searched through the documentation and it seems Lead creation is done by sending a hash of attributes. How do you specify the Lead owner? By email? User ID? Is there any documentation?
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1answer
124 views

Can't set a picklist default value when creating Person Account, because Person Account not visible

a bit long but I'm a bit stuck. I have Person Accounts enabled. I'd like to set a picklist default value when someone chooses to create a new Person Account. The picklist is not a controlling field ...
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1answer
35 views

Update record page after record is updated by calling external API

I have trigger on contact which validates phone by calling external API. To be able to call the the API from trigger, I'm using future annotation. The callout method writes the result to custom field ...
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192 views

Multiselect picklist type of flow is not supported in Field service lightning mobile application (Android)

Here I have created one visual flow and in that flow i have used 'Multi-Select Picklist' for choose multi record and it's working fine in my desktop & iOS application but not in "Android" ...
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3answers
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How do you delete a custom object with a Lightning record page from Managed package?

I believe we can delete custom objects in a managed package once all dependencies are removed. Unfortunately we have a Lightning record page created for one of these custom objects. It seems we ...
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1answer
14 views

How to update a package in test environment after I changed it in development environment?

How to update a package in test environment after I changed it in development environment? After creating a package I forgot to add a few records of a specific Custom Metadata Type. Now I went to the ...
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1answer
20 views

How do I pull a field in to a report from an associated record ( Accounting Seed )

I have a salesforce report ( Accounting Seed ) that includes a number of fields. When you click on the actual entry, you can get details including a reference to an other associated record ( it is ...
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1answer
308 views

How do I check the RecordType of an Opportunity?

We have a trigger in our org that will clone Opportunities if they meet certain criteria. Due to recent changes in our business though we now have to account for certain record types (i.e we only want ...
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1answer
21 views

getting error while filling in assigned to field of new task of Account

I am getting error while filling in assigned to field of new task of Account.When I am saving the task record, I am getting No User found error and not able to save the record. User that I have filled ...
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1answer
88 views

How do I edit a field in a record from Component.js in a lightning component?

I am new to Salesforce development (apologies in advance for not knowing all the Salesforce jargon) and I am trying to build a lightning component that will read fields from a record, add the values ...
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1answer
2k views

Is there some event to delete record from Lightning component like e.force:deleteRecord

There are a couple of events in Lightning to operate with records like e.force:createRecord or e.force:editRecord, but I did not find anything to remove record. https://developer.salesforce.com/docs/...
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1answer
59 views

RecordType.Name Visibility

I am going slightly crazy over here. I want to pull the RecordType.Name off of the Opportunity and write some logic depending on what the name is. public void onlineCalculatorShortenedLink(Map<Id,...
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2answers
125 views

How to make custom object record only visible to certain users based on field checkbox

So I have a custom object in my org called Promotion Events. I would like to add a field called 'Private' that is a check box, and if it is checked and the event is created, this event(Promotion Event ...
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1answer
343 views

How to check if record field is empty using just the component syntax?

Using force:recordData to load a record data to a component, how can I check if a numeric field is null, to work with the aura:if syntax? I've tried != null, != undefined, != '', empty(v.record....
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1answer
722 views

Get record id in lightning component which was added to a record page

Let us suppose that I go to a record. Then I am editing its page by adding a custom component on the page. Now I would like to be able to get a record id in the custom component which was added to ...
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1answer
265 views

Unable to insert records using Iterable Batch class

I'm trying to create an Iterable Batch class for inserting records. I'm able to insert my records in my normal class. I have created the Batch class and am trying to call it my current class in the ...
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1answer
1k views

How to create records of a custom object?

How to create records of a custom object? I can create a record of any standard object type (for example Account) by going to App Launcher and selecting the standard object type (for example Account)...
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95 views

set picklist values on profile basis

I created a picklist field on custom object and couple of record types to separate values of picklist field. Than assigned one recordtype to internal users profile and other to external user's profile....
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1answer
45 views

Record Sharing Salesforce

Below trigger is giving error while creating sharing records, can some suggests where is the issue. Sharing setting is set to private for external user on this object. Error: AccessLevel (trivial ...
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0answers
301 views

How to mark a status close/open in Path for Custom Object

I created a custom object and a Path based on the status field. However, there are a few status which would be equal to closed. How do I mark it as the end of the process like Closed Won and Closed ...
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1answer
53 views

Is current record Id accessible before record has been saved?

I have created a Skuid page that overlays Contact record pages. There is a "New" button which creates a new Taskrecord. on load of this new Task record, I wish for a TaskRelation record to be created ...
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1answer
255 views

Create Child Record if a lookup on a Parent Object Changes

I'm pretty close to being maxed out on workflows for my custom objects. So I decided to see if apex classes could help, I'm still currently trying to learn how to write triggers and classes so Im ...
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0answers
267 views

Unable to lock row - Record currently unavailable error

I know there has been lot of things available online for record locking errors but I am putting my analysis based on client issue that we are facing, would appreciate if I can get any thoughts. We ...
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1answer
92 views

Are salesforce record ids generated lexicographically ? [duplicate]

I am planning to store the records in a particular object in an HBase table. I want to know if a new record Id is created lexicographically.
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3answers
237 views

Record Ids for Custom Objects?

I know that Standard Objects are consistent in the prefixes for their record Ids, (001=Account, 002=Contact, 500=Case, 006=Opportunity, etc.). I've created a custom object, and the record Ids for ...
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2answers
80 views

how to notify by email if account owner owns more than 100 records in salesforce

Please can anyone suggest me on how an admin can be notified by email if account owner owns more than 100 records. I've created a report to get the record count for each account owner. Then in order ...
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1answer
28 views

How to display a popup message on record update

When a user edits the value of a custom field SoM_Status__c on Custom object SoM_Request__c using a standard page in Classic UI and clicks 'Save', I want to pop up a message reminding them that they ...
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1answer
359 views

How to override “New quote” standard action with lightning component

I want to override New quote action with a Lightning component to create a record page with only fewer fields : - Two dependant picklists ; - One hidden field. I have follow Trailhead Project - ...
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2answers
2k views

How many records can UPSERT add or update in single request in salesforce..?

My question is if i want to insert 20,000 records and i choose to use UPSERT because it contain both insert and update. my data is going to be updated every day. is it true that UPSERT can only create ...
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2answers
616 views

How to embed RecordDetail lightning component into our own custom component?

I'm trying to get below lightning component into a own custom component. Seems not exposed to embed, just tried below and no luck. <c:recordDetail recordId="{!v.contactId}"/> No COMPONENT ...
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1answer
473 views

How to share records for Territory group

I am trying to share record (Account) to Territory. I followed steps explained in Granting Access to Records. I have activated Enterprise Territory Management and created few territories. Still, I don'...
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1answer
60 views

Associate a record from 1 custom object in the related list of 2 custom object

I have two custom objects: x__c and y__c. I have multiple records in y__c object. This object is displaying as a related list on x__c object. I want to create a button which will take records from ...
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1answer
344 views

Filtering records in a Napili Community Page?

I have a checkbox: Archive on a Custom object which gets checked on the records which were two hours old. I wanted to pull these records in a separate tab: Archived Records in a community page. I can ...
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2answers
46 views

Related list editing record by owner only

On a related list, How can i Ensure that only the person who initially created the record can edit it.