Activity Forums Salesforce® Discussions Can u please help me on prepopulate the fields values before save in Salesforce?

  • Radhakrishna

    Member
    August 2, 2017 at 6:23 am

    Hello Naren,

    Are you trying to pass data from one object to another when a new record is created? Assuming so you have a few options depending on if you are in Classic or Lightning.

    If in Classic you can create a hacked URL button that passes data from one record to another.

    If in Lightning you can use Quick Actions and prepopulate values when the Action is called

    If in either you (or a developer) could have a before insert trigger that copies data over when the record is created.

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