URL Hack in Lightning Salesforce
If you want to use a custom button to create a new record and may be add some default values, you may use this. (Though there are other alternative ways to do this but this way also we can implement)
Considerations - These buttons may not work inside Experience Cloud and in Salesforce Mobile App. Only will work inside Lightning
Scenario 1: Place a button on Quote record named 'Quick Order' to create Order with some default values while on Quote record
Steps:
Object Manager > Quote > Buttons,Links,Actions > New Button or Link > While creating the button > select the Display Type as 'Detail Page Button' > Make sure its available in corresponding layout
Use: /lightning/o/Order/new?defaultFieldValues=Status=Activated,EffectiveDate={!TEXT(TODAY())} and Save and verify
Scenario 2: Place a button on Account record named 'Quick Task' to create Task for that Account with some default values
Steps:
Object Manager > Quote > Buttons,Links,Actions > New Button or Link > While creating the button > select the Display Type as 'Detail Page Button' > Make sure its available in corresponding layout
Use: /lightning/o/Task/new?&defaultFieldValues=WhatId={!Account.Id},Subject=Call,Status=Completed,Priority=High,ActivityDate={!TEXT(TODAY())} and Save and verify
Visusal: https://www.youtube.com/watch?v=eOEM9r4Ht5E
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