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SahilSFSahilSF 

Custom Button and Standard Page

Hi All, I have couple of queries and would really appreciate if someone can share their thoughts on them. 1. We have setup recordtype on accounts. Can we open the recordtype page on click of a custom button/link from the accounts details page? 2. Can we pre-populate the fields of a standard object e.g. user wants to create a new account and when he clicks on the New button on the Account object I would like to pre-populate some of the fields. Thanks.
Best Answer chosen by Admin (Salesforce Developers) 
Ispita_NavatarIspita_Navatar

The answer to both your queries is yes.

 

1. For first at the back of the button put javascript code snippet to open the custom record type page.

 

2. For second option you can do the needful by manipulating the URL for opening the page.

 

Say:-

 

https://na4.salesforce.com/003/e?retURL=/0016000000QgDJB&accid=0016000000QgDJB

 

where in the above url accid has been provided to prepopulate the acocunt, similarly for other  in the following URL:-

 

https://na4.salesforce.com/00T/e?title=call&what_id=0016000000QgDJB&followup=1&tsk5=Subject%20Text&retURL=/0016000000QgDJB

 

tsk5 is set to "Subject Text" where for the taqsk standard field subject tsk5 is the input box id similarly how can set values of field in your page.

 

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
  

 

All Answers

Ispita_NavatarIspita_Navatar

The answer to both your queries is yes.

 

1. For first at the back of the button put javascript code snippet to open the custom record type page.

 

2. For second option you can do the needful by manipulating the URL for opening the page.

 

Say:-

 

https://na4.salesforce.com/003/e?retURL=/0016000000QgDJB&accid=0016000000QgDJB

 

where in the above url accid has been provided to prepopulate the acocunt, similarly for other  in the following URL:-

 

https://na4.salesforce.com/00T/e?title=call&what_id=0016000000QgDJB&followup=1&tsk5=Subject%20Text&retURL=/0016000000QgDJB

 

tsk5 is set to "Subject Text" where for the taqsk standard field subject tsk5 is the input box id similarly how can set values of field in your page.

 

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
  

 

This was selected as the best answer
SahilSFSahilSF

Thanks Ispita, This answers my questions.

Only concern here is one of the fields I have to pre-populate is description and whose length is 32K. If i pass this as part of URL it will break because of the URL length limitation.