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Chava Hassan
How to create multiple records (in different objects) at one time? Visualforce?
Hi, This might be a tall order, but I'm a Salesforce admin at a nonprofit with only basic level admin skills, so no knowledge of Visualforce or Apex. But my users are getting frustrated by the tediousness of having to create 4 records every time they want to track a conversation with someone new. They're creating the contact record, the account record, and two custom object records - affiliation and conversation. Is there any chance that someone out there has some simple code to help me create one page view that allows them to create all 4 records? With some guidance on how to insert custom fields and objects?
Thanks!
Thanks!
It can also be realized by Visual Workflow. You can create screens, search data, control data like create/update/delete records and so on with non-programming.
Let's start with trailhead!
https://trailhead.salesforce.com/en/business_process_automation/flow