• London Admin
  • NEWBIE
  • 0 Points
  • Member since 2018

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 3
    Questions
  • 4
    Replies
Is there an excel addin or built in salesforce 'tool' where a user can upload a standard excel sheet and it fill in fields to create a record?
User-added image

Is it possible to copy a child record from a related list as shown in the screenshot?

Thanks
copy a record from one object to another when a field changes

I have an object test__c and test2__c

I want to fill in oject test with a field and have it go through an apporval process, once the approval has been completed it will set a field of status__c to approved,

What is the best method (is it using apex?) of taking the approved record from test__c to test2__c once status in test has changed to approved?

Thanks
Is there an excel addin or built in salesforce 'tool' where a user can upload a standard excel sheet and it fill in fields to create a record?
User-added image

Is it possible to copy a child record from a related list as shown in the screenshot?

Thanks