Learning Salesforce With Pranav

HEY!!! Welcome back,  previously in  URL Hacking Episode 2 ,   we see how to make possible and working of the pre-populated field values via custom button. Now in this episode, we will make clear some interesting queries about pre-populating custom fields and lookup fields. As we know that Salesforce gives us a wonderful ability to create custom fields for every sobject so that our data would be strong for any CRM database. Salesforce holds up many data related to any record in its database. Let’s suppose you want to pre-populate that custom fields and it comprises of any field type so How can you achieve this? Are you using the same method as shown in previous episodes? Do they work similarly as the standard fields? Is there any difference between them? Many such questions may arise  in your mind. So lets play around this and know how it really works. Salesforce identifies everything on the basis of their “ ID ”. So we have to get the cu...

HEY!!! Welcome back, previously in  URL Hacking Episode 1 ,  We saw what URL hacking is all about and how to get the field id’s for your pre-populating functionality. Many questions are arising from the first episode. Like How can we achieve this? How it works for custom fields? How it populates custom lookups? How it works for related list of sobject? And  so on… So here we ensure to resolve all your questions in this Episode 2 and Episode 3. First of all, to make this magical thing happen. We have to create a custom button on opportunity for this. And the best way is to add it to the page layout of Account related list. Steps for creating custom button on Opportunity object: Click on “ Setup ” button. Search “ Opportunity ” in  Quick Find/Search  box. Select “ Buttons, Links, and Actions ” under  Opportunity  option. Click on “ New Button or Link ”. Fill up the details as per your requirements. Please add those fields val...

In Salesforce, the most important and fun interactive way playing with the pre-populated fields is done with the help of  URL Hacking . Hey! Hey! Hey!  This URL Hacking is not that  Unethical hacking , Its for the business use as per your company’s need. In Salesforce world, the process of pre-populating fields is a very basic and old age thing. Let’s take an example of what  pre-populating field  means in Salesforce. As a newbie to Salesforce, one can only know how to add record on Account object. But for knowing how Salesforce is a fun playground in your working Business Logic, one can add multiple  Opportunity Records  form the Account’s related list. As per the standards, the Salesforce open up an edit page for creating new Opportunity record from the standard “ NEW ” button from the Account detail page Related List. So if your company scenario is like if an account is created by a certain particular values then the related Opportunity rec...