Apex Code Development You need to sign in to do that
Don't have an account?
Aryan_SFDC Auto popolate defalut values while creating contact from the account related list for 2 users
Hi,
I am trying to make conact creation easy by populating default field while creating the
contact(not to insert default values after creation of the record) for 2 specific users.
Steps:
1.Open account.
2.go to related list named as contact.
3.Click on new contact.
4.On this screen,field should be populated by default while creating the contact.
Account name = It will display account name of related account.
mailing country(text field)= India (this should be visible to user by default but if he want then he should able to enter the another country name)
Mailing region(picklist) = Asia pacific(this should be visible to user by default but if he want then he should able to select another picklist value)
Language(picklist) = English (this should be visible to user by default but if he want then he should able to select another picklist value)
Please suggest me how to implement this change.
I need this changes for 2 users only having same profile.
I am trying this in salesforce lightning
I am trying to make conact creation easy by populating default field while creating the
contact(not to insert default values after creation of the record) for 2 specific users.
Steps:
1.Open account.
2.go to related list named as contact.
3.Click on new contact.
4.On this screen,field should be populated by default while creating the contact.
Account name = It will display account name of related account.
mailing country(text field)= India (this should be visible to user by default but if he want then he should able to enter the another country name)
Mailing region(picklist) = Asia pacific(this should be visible to user by default but if he want then he should able to select another picklist value)
Language(picklist) = English (this should be visible to user by default but if he want then he should able to select another picklist value)
Please suggest me how to implement this change.
I need this changes for 2 users only having same profile.
I am trying this in salesforce lightning
Thanks for your suggestions.
I found the solution.
1.Populated default values while creating the contact:
I have created a custom action(Quick contact) and edited the layout with the fields I want.
and setup Predefined Field Values there.
added this custom action the 2 required page layouts.
2.To make custom action user specific:
Open account record page.
click on settings icon and edit page.
click on custom action section.
Using dynamic actions I have made this changes specific to 2 users(created a permission set,assigned it to required users and set the visiblity of custom action based on permission set).
All Answers
Hi @Nagesh_SFDC,
if you want to auto-populate values only for 2 users then might you have to create a Lightning Component.
IF not then you can populate the value for all users as we cant restrict it on a user basis.
For Picklist, check the default value.
For the Text field, provide the default value as below and text would be auto-populated and can remove the text or add any further in it.
Let me know if this was helpful. If it does, please mark it as Best Answer to help others too.
Thanks,
Shubham Raj
Thanks for your suggestions.
I found the solution.
1.Populated default values while creating the contact:
I have created a custom action(Quick contact) and edited the layout with the fields I want.
and setup Predefined Field Values there.
added this custom action the 2 required page layouts.
2.To make custom action user specific:
Open account record page.
click on settings icon and edit page.
click on custom action section.
Using dynamic actions I have made this changes specific to 2 users(created a permission set,assigned it to required users and set the visiblity of custom action based on permission set).