-
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 ?
-
1 Reply
-
Hi,
Click on Name | Setup | App Setup | Customize | Cases | Buttons, Links and Actions
Click on Edit link available near to New button
Navigate to Override Properties Section select Visualforce page and then select a value for Skip Record Type Selection Page checkbox
I hope this will help You.Thank you
Log In to reply.
Popular Salesforce Blogs
Introducing Einstein GPT: Salesforce CRM's First Generative AI
Salesforce, the global CRM leader, just announced Einstein GPT, the world's first generative AI CRM platform that delivers AI-created content at scale across every sales,…
Lead Conversion In Salesforce | Best Practices
Focussing on lead conversion, it can be understood as a process of converting a lead to account, contact, and/or opportunity. Lead generation in Salesforce can…
Salesforce declares a new Content Management System
Salesforce announced a new tool named Salesforce Content Management System recently which is designed in an optimized manner to deliver a quality customer experience across multiple channels. The…
Popular Salesforce Videos
Salesforce Training for Beginners | Salesforce Tutorial for Certification
Once upon a time, storage was a big problem, but the innovations in technology have solved this. We can say that Cloud computing is one…
How To Drive More Sales With Marketing Automation in 2023 | Marketing Cloud | Webinar
Are you curious about how to drive more sales for your business? Every business wants to create a market space for its business or product.…
How Cyntexa Helped Diet Meal And Food Ordering Service Providers Offer Their Users The Ability To Order Online | Salesforce
It is important to keep your business at the top with the latest technical advancements. Presenting you a case study showcasing how Cyntexa Helped Diet…