How To: Create a Custom URL Button in Salesforce Lightning
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- Опубліковано 26 лип 2024
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Here is the Custom URL used in the demo :)
/lightning/o/Opportunity/new?defaultFieldValues=OwnerId={!Account.OwnerId},AccountId={!Account.Id},CloseDate={!TEXT(TODAY()+30)},StageName=Qualification,ForecastCategoryName=Pipeline
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Timecodes
0:00 - Intro & Overview
2:35 - Use Case
5:11 - Create New Button
7:34 - Custom URL for Lightning
15:50 - Add Custom Button to Layout
18:33 - Testing It Works!
20:24 - Learn More/Outro
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Let me know if you find this useful! I've used these a lot to help speed up creation of records. Don't forget, you can do this for Standard and Custom Salesforce objects :)
Very Useful Adam. Thanks for all these great videos that you are doing!!!. I am always waiting for a new video of yours.
Glad you like them! Thanks for watching. Hopefully they all help in some way with you career/job.
Really happy I stumbled on your Channel. Just great explaining videos… No more to say about that but… Thanks…
Great video! Clear instructions. Thanks Adam
You're welcome! Thanks for watching :)
Excellent!
This was pretty informative.
Great video Adam,
just to complement this solution, we can use one more variable in the URL for cases when you have more then 1 record type just add "useRecordTypeCheck=1" (Remember to use "&" for separate logic) for example:
/lightning/o/Opportunity/new?defaultFieldValues=AccountId={!Account.Id}&useRecordTypeCheck=1
Thanks for your instructions. 🙂
I was looking for a solution to auto-populate close date for a while, however I have created the new button, but the issue I have I only need this new button on creation of one type of opportunity record, lets call it Alpha ,out of 5.
1. how whould I make this work, so when the users clicks New button from opportunity and select record type=alpha this autopolation to trigger?
2. how will I make it work ehrn teh users choose new opportunity from account or contact related list?
Could you please help me figure this out?
Thanks
please make a video on how to customize urls through flow explaining the variables etc
thank you!
Thanks
Nice video
Most welcome, Patrick. Thanks for all your comments/feedback. Much appreciated. :)
Thanks.
Cheers Steve
HI Adam,
I have a use case where we want to pre-populate fields on the lead conversion page such as account name based on the Account lookup field on lead object etc.
Great video as usual! Could you do an explanation of a custom "new version" button where you clone a custom record object like a contract along with inserting a parent field value of the cloned record id into a lookup field?
Cool idea! I'll add that to my list of content ideas. Thanks!
Good video, almost got me what I needed.
How could I set an Opportunity field value = to an Account field value?
Hi Adam, great video. I was looking for a solution to auto-populate close date for a while, however I have created the new button, but the issue I have I only need this new button on creation of one type of opportunity record, lets call it Alpha ,out of 5.
1. how whould I make this work, so when the users clicks New button from opportunity and select record type=alpha this autopolation to trigger?
2. how will I make it work ehrn teh users choose new opportunity from account or contact related list?
Could you please help me figure this out?
Thanks
Thank you Adam, you saved me
Adam, Do you have video on List button. I want to create new record from related list button and want to bypass record type selection by passing recordType Id as parameter in URL.
Can you add also a return url to the Account Id page?
Hi Adam, Great Explanation. i have one scenario , need to clone a record in this time we passing some field values to null how can i do this. Please Reply as soon as possible. Thank you
Scenario: In asset object when we clone a record pass some field values to null use URL Hijacking how can i do thi?
Yes, absolutely
I replied on your other comment. BEst was in Lightning (that I know of) is to instead create a 'new' record button that passes the values of the fields from the record you're in using the 'merge' field statement (curly brackets {}). Here is my example for cloning an Opportunity with only the Stage and CLose Date copied across: /lightning/o/Opportunity/new?defaultFieldValues=StageName={!Opportunity.StageName},CloseDate={!Opportunity.CloseDate}
Hey Adam. If I wanted this button to go on my Opportunity so that it generates a record for a custom object - would I be able to pull information from this Opportunity's products into my new record? Or am I limited to data from the opportunity record only?
Hi there, great question. It's only possible to get information/data from fields in the object you're in OR ones related that are Master records or connected via a lookup. But no, not for object fields that could have many records (one-to-many relationship) such as with Opportunity Products. What is it that you're trying to do exactly? You might be able to get some info through via a Rollup Summary or via a different method (e.g. a Flow that triggers after record creation)
Thank you for this video. How do you just simply add a url: and not a button to an opportunity, but a true url: to a web page on the Opportunity screen?
Hi Seneca (I'm a big fan of the Greek Seneca!),
Great question. You can do it using either the custom URL field type, or a formula field and the HYPERTEXT() logic...here is an example from Google: trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8BP0SAN
HI Adam, Any updates regarding my previous command.
Yes, absolutely
I replied on your other comment. BEst was in Lightning (that I know of) is to instead create a 'new' record button that passes the values of the fields from the record you're in using the 'merge' field statement (curly brackets {}). Here is my example for cloning an Opportunity with only the Stage and CLose Date copied across: /lightning/o/Opportunity/new?defaultFieldValues=StageName={!Opportunity.StageName},CloseDate={!Opportunity.CloseDate}
@Adam Foyston Thanks for your Replying. At the time of custom clone button in the URL I need to check if condition for the field and then assign the value because this is a lookup field [ if the field contain something then return value or the field is empty then set null ] i tried if condition to assign value but it's not working I think you give me a best solution for this and please reply with some sample if condition in URL. Thanks & Best Regard Tamil M
@Adam Foyston Hi, Regarding above query i found one solution but this also have some problem
Custom_lookup_field__c={!IF(ISNULL(Asset.Custom_lookup_field__c),NULL,Asset.Custom_lookup_fieldId__c)}
it will work perfetly once the condition is false but suppose the condition is true we cannot assign the field value as NULL
can you please help me out there . Thanks
Anybody know how to modify the new case action in the view cases list or the new case button on the Services Case drop-down? I want to present only a those fields that are necessary to open a case. I created a global action that does what I want but I want to modify the New Case button/action in the locations I've mentioned. A cup of coffee if you can figure it out.
Can you add conditional logic to the url hack? Also, why not just use predefined values for the custom button?
Hi there,
Unfortunately, it doesn't support conditional logic...it's because the button is essentially creating a URL, and like a URL, can't use IF statements and the such. The only way to get some form of 'logic' in there is to perhaps reference a formula field in the URL Hack. However, as with a lot of things, there might be a different way to achieve your goal. What is the detail of your use case for using logic in a custom button?
In regards to using pre-defined values, of course. You can use set (hardcoded) values, but the risk with that is again, depending on use case, that your URL isn't dynamic,...i.e. doesn't work in the context of the record or user that clicks on it, which could be needed based on your use case.
Hope that helps (if not confused you more)
I'm gonna start saying button like you. It's sound cooler.
How can I use this to launch an external URL to another webpage, not in Salesforce?
So you know what? I think you can just put the link in there straight, no Salesforce anything. For example, if you want them to go to the BBC Sport website, simply put the whole URL in (make sure you include the ) www.bbc.co.uk/sport
@@AdamFoyston thank you!
Hi Adam, i want to try this on account to create a new contact record. We have 3 contact record types, i tried to create 3 individual buttons and assign to the 3 different page layouts, however each button always reverts to the default record type that my profile has set up (meaning regardless of the url of each button it the new contact is made with the default record type only)...is there a way around this?Thanks
Hi there, try passing the record type ID in the URL too. That will prepopulate and set that. Although you need to do it before the default values bit. Here is an example URL: /lightning/o/Contact/new?recordTypeId=0123456789ABC&defaultFieldValues=
Obviously replace the id in the example with the ID of your record type. Make sure you get the full length ID. Look at this link for help. Try it out and let me know how it goes. :)
NOTE: If you deploy this button to another org in a change set, you'll need to put the new ID's generated for the Record Type ID in that destination org. :)
@@AdamFoyston so for each specific button use an appropriate record type ID for that account record? e,g i want the contact button on the blue account to create a contact record which has a blue record type therefore i would need to use the following code /lightning/o/Contact/new?recordTypeId=0123456789ABC&defaultFieldValues=blue
I am struggling to get the contact record type to formulate depending on the accounts record type at the moment when i use the button with the code i have given as an example
thanks
@@mineyours1110 No I meant the ID in the example needs to be that of your Contact Record ID...for example, lets say the Record Type ID for the 'Blue Account Contact' record is '012345678ABC', and the Record Type ID for the 'Red Account Contact' record is '876543210CBA'....your two buttons would look like:
/lightning/o/Contact/new?recordTypeId=012345678ABC&defaultFieldValues=
and
/lightning/o/Contact/new?recordTypeId=876543210CBA&defaultFieldValues=
The bit at the end (after defaultFieldValues=) is where you put the values you want on the fields of the Contact record - for example, defaultFieldValues=OwnerId={!Account.OwnerId} (this will set the Contact Record Owner field value to whoever the owner is on the Account your clicking the button from)
hope this helps....
Hi! So check out the answer to your question in my new video! ua-cam.com/video/D65NggoDvvE/v-deo.html
How do you make the Details UI so neat and even?
Hi there, for a standard object (and custom) just simply edit the layout (in classic mode) and add sections to group the fields (as well as rearrange. Note: You can do this in Lightning edit page, you need to edit the layout for the object (classic version). If it's a custom object, you can upgrade the Lightning Layout to 'Dynamic' and rearrange/add sections in Lightning as well as visibility filters - see my video 'It's Magic - Dynamic Layouts' video for more :)
@@AdamFoyston Thanks for the reply Adam! I was referring to having the fields next to the field label instead of the field defaulting under the field label.
Hi Adam! Great video, I just subscribed and I am very happy I found your channel. Would it be possible to do the same but to edit an existing record? instead of creating a new one?
For example something like: /lightning/OpportunityID/edit?defaultFieldValues=StageName=Committed,CloseDate=9/30/2022
Great question. To be honest I've not tried that but my guess is that you would have to pass the ID of the record in the URL so it knows which record to edit. I'm guessing you could do that dynamically using the merge field values in the URL edit screen. Hopefully you found a solution! You could try looking at the URL in edit screen to see how it's constructed too? Best of luck! :)
Hey Adam, new to your channel and i absolutely love it so far! Well done. Question, I took your tutorial and ran with it! I got lots of things working however I am unable to get the value from a custom lookup relationship. For example: i have a custom object for Billing System. On the Opp I have a look up to the custom Billing System (1:1). I cant seem to get that to populate like the lookups for standard objects (Account, Campaign, etc).
Sample URL
/lightning/o/Opportunity/new?defaultFieldValues=
AccountId={!Account.Id},
Name=Test+Opp+{!TEXT(TODAY())},
CloseDate={!TEXT(TODAY())},
StageName=Plan,
Description={!'This is a test Opp'},
Billing_System__c={!Opportunity_Billing_System__c.Id}, *this is the line that is not working*
Billing_System__c=Field Api name
Opportunity_Billing_System__c=Custom Object API name
Any help would be greatly appreciated!!! Keep up the good work!
Thanks for the feedback and question! Sooooo if I'm getting this right, the URL is trying to create a new Opportunity (sending user to a new/blank Opp screen)....but it looks like you're trying to populate the Billing_System__c lookup on the Opportunity using a value that isn't populated yet (looks like you're referencing the same field on the Opportunity?). Where are you getting the Billing System ID from? Is it created before the Opportunity is? What object is the 'Opportunity_Billing_System__c.Id' coming from? The Account that the button is being clicked from? :?
@Adam Foyston Thanks for your Replying. At the time of custom clone button in the URL I need to check if condition for the field and then assign the value because this is a lookup field [ if the field contain something then return value or the field is empty then set null ] i tried if condition to assign value but it's not working I think you give me a best solution for this and please reply with some sample if condition in URL. Thanks & Best Regard Tamil M
@Adam Foyston Hi, Regarding above query i found one solution but this also have some problem
Custom_lookup_field__c={!IF(ISNULL(Asset.Custom_lookup_field__c),NULL,Asset.Custom_lookup_fieldId__c)}
it will work perfetly once the condition is false but suppose the condition is true we cannot assign the field value as NULL
can you please help me out there . Thanks.
No worries. Hope I answered your other question.