-
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
Benefits of Acquiring Best SMS App in Salesforce
The customer's tastes and preferences are dynamic. Due to this, businesses need to revamp their communication strategies to serve customers with the best experience and…
Salesforce Dynamic Actions: How to Get Started?
The Salesforce Spring '23 Release date is approaching. And there is one (of many) interesting features in Release Notes: Dynamic Actions for Standard Objects (Generally Available).…
Salesforce Quip Integration — Get Everyone on the Same Page — Literally
Workplace Collaboration among stakeholders and team members is crucial to success in any business undertaking. It is a sign of an effective team and harnesses…
Popular Salesforce Videos
Kizzy Consulting Salesforce Services - Grow Your Business 2X With Salesforce CRM
Kizzy Consulting is a Salesforce Ridge Consulting Partner in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services,…
How To Use Javascript Editor In Formstack Part 2 - Learn Salesforce Series By Algoworks
Learn how to integrate Javascript editor in Formstack in this Salesforce tutorial brought to you by Algoworks. Did you miss the complete tutorial? To watch…
Salesforce Field Service Scheduling Optimization | AblyPro Webinar
Revolutionize and Level Up Your Game in Services Business With Field Service With Salesforce Field Service on your side, businesses can reduce travel time, improve…
