In lightning: you can do that using Set Predefined Field Values for Quick Action Fields https://help.salesforce.com/articleView?id=predefined_field_values.htm&type=5. Here you predefine values for the new record created in quick action attributes and thus they get prepopulated when you click the quick action button.
Full Answer
What is prepopulated values in Salesforce?
Prepopulated values can accelerate data entry, improve data consistency, and otherwise make the process of creating a record easier. Specify default field values as name-value pairs in a JavaScript object.
How to manage countries and States in Salesforce standard fields?
Since Winter 14 you have this feature on Salesforce. For standard fields type address now you can have a predefined and managed list of countries and states. You only have to activate it. From Setup, click Data Management | State and Country Picklists. On the State and Country Picklists setup page, click Enable to turn on the picklists.
What is state and country picklists in Salesforce?
State and Country Picklists in Salesforce is one such helpful feature. It lets users select states and countries from predefined, standardized lists, instead of entering them manually into text fields. These picklists are based on ISO-3166 standard values, which makes them compatible with other online applications.
How to create a custom country type in Salesforce?
salesforce doesn't have data type as country.Instead create a two custom fields country--------picklist (data type). state----------multi picklist (data type). Thanks for contributing an answer to Salesforce Stack Exchange!
How do you pre-populate a field in Salesforce?
URL Hack in Lightning to Pre-populate fieldsGet the standard Lightning URL that salesforce construct when creating new Record.Identify the fields and their API Name that you want to pre-populates.Assign the Target fields(The field you want to prepopulate) to Value Pair for the additional fields to be populated.More items...•
How do you pre-populate fields when creating a new record?
How to pre-populate a field when new record is created? Go to Advanced Settings > Customizations > Customize the system. Expand Entities > Opportunity, click Business Rules, click New. Set the condition to Status contains data. ... In the top right corner, select the form scope.
How do I auto populate values in Salesforce?
Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.
How do I activate State and country territory Picklists?
Enable and Disable State and Country/Territory PicklistsFrom Setup, enter State and Country/Territory Picklists in the Quick Find box, then select State and Country/Territory Picklists.On the State and Country/Territory Picklists setup page, click Enable Picklists for Address Fields to turn on the picklists.More items...
How do you auto populate a field based on another field in Salesforce?
Enter the following: Field Label – Partner Rep. Field Name will auto populate....Click Next.Choose who will see the new field and do not make it read only. Click Next.Choose which Account Layouts will display this field. Click Next.Choose which Vendor Account Layouts will display this field. Click Save.
How do I set predefined field values in Salesforce?
Set Predefined Field Values for Quick Action FieldsClick the name of an action in the Buttons, Links, and Actions list or the Global Actions list.On the action detail page, click New in the Predefined Field Values list.Select the field you want to predefine a value for.Specify the value for the field. ... Click Save.
How do you populate the lookup field with data in all records in Salesforce?
To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. ... Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.
What is lookup field in Salesforce?
In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
How do I query State and country territory picklist in Salesforce?
Access the state and country picklist through ApexFor Lightning UI : "Setup | Data | State and Country/Territory Picklists | Complete all the steps"For Classic: "Setup | Data Management | State and Country/Territory Picklists | Complete all the steps "More items...
What is State and country territory Picklists Salesforce?
State and Country Picklists in Salesforce is one such helpful feature. It lets users select states and countries from predefined, standardized lists, instead of entering them manually into text fields. These picklists are based on ISO-3166 standard values, which makes them compatible with other online applications.
How do I add a country field in Salesforce?
Makes the country or territory available to users in Salesforce. A country or territory must be active before you can make it visible. Click Edit to view and edit details for the country, including to configure its states or provinces. (Optional) Under Picklist Settings, select a Default Country/Territory .