Replacement of URL Hacks - Create Action
Suppose you want to quickly create an Opportunity while on Account
- Create a new action on the Account
Action - Create a Record
Target Object - Opportunity
Relationship Type - Account Name
Record Type - Sales
Label Name - Quick Opportunity
Name Quick_Opportunity
Save
Target Object - Opportunity
Relationship Type - Account Name
Record Type - Sales
Label Name - Quick Opportunity
Name Quick_Opportunity
Save
- Make updates to the layout as per the requirement
- Add this new action to Account Page Layout (Lightning Section..)
- Open the Account Page and click on the newly created action
- Test it as in Visual
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