1 个回答
I think this requirs you to do the magic of URL hacking if you are in Salesforce classic.You need to create a new button which opens up the child record from parent records' related list section and then auto populates the parent field (whichever you would like).Example: Auto populate a Account name field on Contact's Account_Name_Custom__c field.Account_Name_Custom__c is a new custom field on a contact record which would be auto populated as its account name.You need to create a button on contact object (child object in your case) which would look like following, Once done, you need to populate this button on page layout of an Account (parent object in your case)Let's break down the code: /003/e?retURL=%2F{!Account.Id}&accid={!Account.Id}&00N1I00000L7Yvh={!Account.Name}
Take a look at the following screens as well. That is a result for our example above/003/e?retURL=%2F{!Account.Id}&accid={!Account.Id}&00N1I00000L7Yvh={!Account.Name}
/003/e?
is a characters which auto populates when you normally create a child record from a parent related list. so copy /003/e? to your own.
retURL=%2F{!Account.Id}&accid={!Account.Id}
Instead of Account.Id put your own Parent_Object__c.Id
instead of accId put a lookup your own lookup field of child which is looking up to the parent.
&00N1I00000L7Yvh
00N1I00000L7Yvh is the field you want to populate. Its a field ID. It can be found by simply going to the field and COPY it from URL
={!Account.Name}
instead of Account.Name put your object's value. Maybe Parent_Object__c.Name
Hope this helps & if it resolves the issue, please mark it as Best Answer!Useful link: http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html (http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html)
