-
Hoe to override new button to choose the record type automatically in Salesforce for below use case?
I have a Quote related list on Opportunity.
I want to customize the entire related list.
Right now, it has newbutton and it displays certain quotes already present.
My use case:
the related list will always display the related list like before.The new button will automatically redirect to one of record type based on the customfield on opportunity.
How can i implement this use case ?
Log In to reply.
Popular Salesforce Blogs
Mastering Customer Support: 5 Transformative Strategies with Salesforce Service Cloud
This blog draws upon our extensive experience in the pharmaceutical industry to unveil strategies with Salesforce Service Cloud that can be tailored to accommodate the…
Salesforce: How AI, CRM, and Einstein 1 Are Transforming Businesses in the USA
Businesses are rushing to improve their customer interactions, optimise processes, and achieve growth in today's fast-paced digital environment. Salesforce, the world's Top AI-powered CRM platform…
Popular Salesforce Videos
What is Audit Trail in Salesforce?
Audit Trails helps to track the recent setup changes that you and other administrators have made to your organization. Watch this video to learn about…
How to Configure Lightning Sales Path Salesforce
In this video, Pratima provides a detailed demo on how to configure the Lightning Sales Path, the Lead path for Standard and custom objects, the…
Salesforce — How To Market Your Small Business
How can small businesses get the word out about what they do, and be strategic about it? Here are three important steps to consider when…