-
How to override new button to choose the record type automatically in Salesforce?
Hello,
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
Syncing Business card data to Salesforce . .
Industry estimates hardly 30% of business cards received, enter into Salesforce, why ?? Salesforce is one of the most Popularly used CRM and has evolved…
Streamline Product Roadmap through Salesforce Service Cloud and Jira Integration
Being a product manager has its perks, but the job also has its challenges. Most of the time goes into product road-mapping and coordinating with…
Leverage the Power of Personalization with Salesforce Marketing Cloud
Reaching out to the customers with the right content at the right time through their preferred platform is the key to ensuring a delightful experience.…
Popular Salesforce Videos
How to Get Jobs or Work Outside India? | Salesforce Developer vs Cloud Professional
In this Video Shrey covered answers to the three questions which are: 1. How do you find a job in Salesforce as a fresher or…
Salesforce Apex Tutorial for beginners | Apex Salesforce Tutorial
Apex is a proprietary language developed by Salesforce.com. It is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the…
Summer '20 Release - Release Updates Page
Check out the new Release Updates Page. Salesforce Summer '20 is full of amazing features for #AwesomeAdmins! Check out what's new when you follow and…