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Showing posts from March, 2020

Create a custom button and link default field values to a new record

The goal is to make it more convenient for Sales team to create a Lead from a Contact without manually entering all required fields. Use cases: Create leads from DQed Contacts (legacy records) . Create leads from Contacts provided by channel team. Which information will be pre-populated? Name (First/Middle/Last Name) Title Company Phone Email Best practice: Use global search to find if there is an existing contact Create a lead from that contact. If that lead is moved to SAL, select “Choose Existing” when converting ------------------------------- /lightning/o/Lead/new?defaultFieldValues= Company={!Account.Name}, Email={!Contact.Email}, Title={!SUBSTITUTE( Contact.Title , ",", "-") }, Phone={!Contact.Phone}, MobilePhone={!Contact.MobilePhone}, HasOptedOutOfEmail={!IF(!Contact.HasOptedOutOfEmail = true, true, false)}, FirstName={!Contact.FirstName}, LastName={!Contact.LastName}, MiddleName={!Contact