Navigate to a Record’s Create Page with Default Field Values

We have got this new feature with Spring 20 release.

To construct a custom button or link that launches a new record with pre-populated field values, use this sample formula:

/lightning/o/Account/new?defaultFieldValues=
    Name={!URLENCODE(Account.Name)},
    OwnerId={!Account.OwnerId},
    AccountNumber={!Account.AccountNumber},
    NumberOfEmployees=35000,
    CustomCheckbox__c={!IF(Account.SomeCheckbox__c, true, false)}

The URLENCODE function works only when creating custom buttons and links. It cannot be used for custom fields.

Author: Jyotirmay Paul

A tech enthusiast! View all posts by Jyotirmay Paul