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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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22 views

Ampersand in field while saved set & then & until too large for update

Sorry if there are already subjects about this, didn't found anything. Here is my problem : some records contains "&" in fields (or accents). They have to. Those fields are automatically updated ...
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1answer
25 views

Hiding certain records and their related records

I am trying to keep records separate from certain users when it is categorized in a specific group. For instance, when an account is created if it's in category A I want only group A to have access to ...
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1answer
9 views

Limit records based upon multiple criteria on object and user

I'm looking at limiting access to certain records such that should a record be assigned to a certain group of users (via some field on the object), only those users would be able see or edit those ...
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18 views

display multiple fields information in one inputfield

How can we show multiple fields information in one inputField? I would like to display multiple fields after select the searched record. In the attachment, multiple fields are shown in the search ...
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1answer
18 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
221 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
42 views

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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39 views

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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2answers
39 views

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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0answers
38 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
52 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
1k 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
339 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
484 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
217 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
141 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
216 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
32 views

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
22 views

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
298 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
214 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
45 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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3answers
119 views

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
22 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
356 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
25 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
140 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
3k 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
61 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
160 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
444 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
980 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
319 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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0answers
104 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
57 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
351 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
54 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
291 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
298 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
113 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
281 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
81 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
35 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
424 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
3k 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
678 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
557 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'...