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You may find yourself with the requirement to create a record from a related list and populate a number of fields. By default, Salesforce will populate the field on the related record that links the two objects, but no other fields. For example, if you create a record for a custom object related to an opportunity, the custom record will have the opportunity populated as it relates the two records, but it is not possible to pass the opportunity account to the custom object.

There are two ways around this, the first way is to use code and the second is to construct a URL ‘hack’. A URL ‘hack’ is taking the standard URL that Salesforce constructs when it creates a new record and enhance it with additional parameters to populate the required fields. Here are the steps to construct a URL hack and use it by overriding a new button to create a new record and populate a number of fields.
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Salesforce URL Hacking

You may find yourself with the requirement to create a record from a related list and populate a number of fields. By default, Salesforce will populate the field on the related record that links the two objects, but no other fields. For example, if you create a record for a custom object related to an opportunity, the custom record will have the opportunity populated as it relates the two records,… Read More

Salesforce URL Hacking

Salesforce Joined Reports

It can be tricky to understand how Joined reports work in Salesforce. For those who have experience with database queries or other report writing tools, the name Joined report can raise expectations that it will be possible to report on data joined from different objects in the one report. A way to think of joined reports is of separate block reports where the data can be optionally grouped to ‘join’… Read More

Salesforce Joined Reports