Quick Create Child record from Parent based on Record Type using lightning URL hack #inSalesforce

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Quick Create Child record from Parent based on Record Type using lightning URL hack #inSalesforce

Suppose on Account, there are contacts of 2 record types (Sales Contact and Service Contact), create a quick button on Account so that you have shortcut to create contact depending on the button you selected, the record type is decided and fill up the other details of the contact record. Make sure you mention the Account Id (Parent Id) so that the new contact is linked to the Account (from where you clicked the quick create contact).

Formula to use is /lightning/o/Contact/new?recordTypeId=[Your Record Type ID]&defaultFieldValues=AccountId={!Account.Id}

Make sure that the buttons are added to the proper layout or lightning page.

Details in Visual.


Visual: https://www.youtube.com/watch?v=OeHdiArS99k

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