Friday, 1 May 2020

Prepopulate or Clone field values using Custom Button or Custom Link in Lightning Salesforce

Salesforce announced to create custom buttons and links that pass default field values to a new record beginning from Spring'20 release.

To construct a custom button or link that launches a new record with prepopulated field values, use this sample formula:

  1. /lightning/o/Account/new?defaultFieldValues=
  2.     Name={!URLENCODE(Account.Name)},
  3.     OwnerId={!Account.OwnerId},
  4.     AccountNumber={!Account.AccountNumber},
  5.     NumberOfEmployees=35000,
  6.     CustomCheckbox__c={!IF(Account.SomeCheckbox__ctruefalse)}


Note:
The URLENCODE function works only when creating custom buttons and links. You can’t use it for custom fields.

Reference:

Spring 20 Release Notes 1

Spring 20 Release Notes 2

3 comments:

  1. Nice Informative Post.

    Also you can clone multiple flows in Salesforce. https://bofc.io/process-builder-flow-operations/how-to-clone-flows-in-bulk-in-salesforce-in-few-clicks

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