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VINODKUMAR REDDY KALUVA
How to convert records one custom object to another object
Hi,
I have custom Quote object and order custom object and for those two I have child's objects as well.
Quote----------------Order
| |
Quote line Items--Order Items
for this convert, I need some coding references like blogs or pages.
can someone help me how can I do that dynamically?
Thanks In advance!....
There are two ways. Both I had discussed below:-
1. What you can do is use the Data Loader to export all of the field values of the records of one object to another.
(Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection.)
2.A custom button and a visualforce page. Visual force page would just have an Action attribute on <apex: page> and a method returning PageReference to the page you want to redirect to and logic to copy/dml on new object. This method will be called from Action on <apex: page>.
You can refer to these link also :-
https://www.salesforcetutorial.com/salesforce-data-loader/
http://salesforce.stackexchange.com/questions/23055/trigger-to-update-custom-field-from-another-custom-field-on-a-separate-object
Hope this helps.
Thank You.
Ajay Dubedi