Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
ChinnoyChinnoy 

How to Auto-Populate the fields?

HI,

how to Auto-Populate fields when user clicks save & new button on any object?

Please Explain in both Standard and Custom Objects..

Thanks in Advance.
Best Answer chosen by Chinnoy
Tejas KardileTejas Kardile
Hi,


Auto populating field logic is may change based on requirement, below are few ways through which we can auto populate values in salesforce:
  1. If you want only single value to be populated every time then Set default value.
  2. Using field update you can auto populate value in field.
  3. If you want to populate the value based on condition and values are fixed and few then you can use the formula fields
  4. Using before insert/update trigger for custom logic

Thanks

All Answers

Tejas KardileTejas Kardile
Hi,


Auto populating field logic is may change based on requirement, below are few ways through which we can auto populate values in salesforce:
  1. If you want only single value to be populated every time then Set default value.
  2. Using field update you can auto populate value in field.
  3. If you want to populate the value based on condition and values are fixed and few then you can use the formula fields
  4. Using before insert/update trigger for custom logic

Thanks
This was selected as the best answer
Gordon EngelGordon Engel
Look for information about custom buttons.  Here's the first hit from Google:

http://www.arkusinc.com/archive/2013/mastering-salesforce-custom-buttons-part-1