Set Predefined Field Values for Quick Action Fields
- Click 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.For single-select picklists, you can specify both a specific value...
- Click Save.
What is the difference between default values and predefined values?
Predefined values for fields on actions are different from default values that you can set for fields on records. If a field is included in an action, it can have both a predefined value set for the action and a default value set.
How do I set predefined values for global actions?
To set predefined values for global actions, enter Actions in the Quick Find box, then select Global Actions. On the action list page for either type, click the name of the action, and then click New in the Predefined Field Values related list.
Can the predefined value of a lookup field be changed?
Note that that the predefined value cannot be changed on action layout even though the lookup field is editable. 1. Create a custom lookup field on object. Ex: Opportunity field called Opportunity_Ref__c
What are some writable external objects considerations for Salesforce?
Writable External Objects Considerations for Salesforce... Build Localized Component Labels and Attribute Values on Lightning... Add and Customize Tabs on Lightning Pages Using the Lightning App... Track Certain Data Privacy Preferences for Leads and Contacts... Formulas: How Do I ... ?
What is a predefined value?
Definition: You specify predefined values for configuration variables. If you specify predefined values for a configuration variable, the engineer can only select from these values in Project Builder and not enter values freely.
How do I change the default value in a formula field in Salesforce?
Create a custom field. ... Choose the type of field and click Next. ... Enter the attributes for the field.Enter a default value or define a formula to calculate the default value. ... Click Next.Set the field-level security to determine whether the field is visible for specific profiles, and click Next.More items...
What is default field in Salesforce?
Default field values automatically insert the value of a custom field when a new record is created. You can use a default value on a formula for some types of fields or exact values, such as Checked or Unchecked for checkbox fields. After you have defined default values: The user chooses to create a new record.
How do I create an object specific action in Salesforce?
We maintained certain terms to avoid any effect on customer implementations.From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions.Click New Action.Select the type of action to create.Customize the action. ... Enter a label for the action.More items...
How do I change the default value in Salesforce flow?
Salesforce will automatically pass the Contact Id to the recordId variable.Click Setup.In the Object Manager, type Opportunity.Select Buttons, Links, and Action, then click New Action.Input the following information: Select Flow as Action Type. Select Default value for Dynamic Record Choice as Flow. ... Click Save.
How do I change the default input value?
Input Text defaultValue PropertyChange the default value of a text field: getElementById("myText"). defaultValue = "Goofy";Get the default value of a text field: getElementById("myText"). defaultValue;An example that shows the difference between the defaultValue and value property: getElementById("myText");
How do I set default value in lightning component?
0:006:06How to Set Default Values When You Create a New Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipSo if you always want the value to be defaulted no matter where they click to create a new record orMoreSo if you always want the value to be defaulted no matter where they click to create a new record or how the new record was created you'd actually want to just set a default. Value right at the field.
How do I set default value for standard picklist in Salesforce?
Click the Editlink next to the Status Value to be set as default. Select “Make this value the default for the master picklist“, if any other value selected as default prior, it will be reset automatically.
What is the main difference between object-specific actions and global actions?
The main difference between object-specific actions and global actions is: object-specific actions have automatic relationships, and global actions don't. To see a custom, object-specific action on the palette of the page layout editor: select Mobile & Lightning Actions in the list of element types.
What is an object-specific action?
Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.
How do I create a custom action in Salesforce?
Select Settings | Custom Actions. Select Create New. Then give your custom action button a name. Select whether you want the button to appear on selected base objects, and desktop and mobile apps.
Why do you set up predefined fields on actions?
Setting up predefined values for certain fields on actions can increase your mobile users' productivity and optimize the action for the mobile environment at the same time. When you configure action layouts, it’s better to use fewer fields.
What happens when a field on an action has both a predefined value and a default value?
If a field on an action has both a predefined value and a default value set, the action uses the predefined value, not the default value. On object-specific actions, the predefined value can include references to the source object and its related objects. Tip.
How to use fewer fields in action layout?
A good way to use fewer fields in action layouts is to set predefined values for as many fields as possible. The more fields you can set predefined values for, the more you can remove from the layout and make the action easier and quicker to use. Balance ease of use with the need for required information.
What is a predefined value in action?
Predefined values for fields on actions are different from default values that you can set for fields on records. If a field is included in an action, it can have both a predefined value set for the action and a default value set.
How to set predefined values for global actions?
To set predefined values for object-specific actions, from your object management settings, select an object, and then scroll down to the Buttons, Links, and Actions section. To set predefined values for global actions, enter Actions in the Quick Find box, then select Global Actions.
Can you remove required fields from action layout?
However, don’t remove required fields from an action layout without setting a predefined value for those fields, or when a user applies that action, the record won’t save properly.