Salesforce: ‘New’ Button from Lookup Window

Scenario:

The customer would like to create a new record directly from a lookup window.

 

To enable this, you will need to go to Setup -> Customize -> User Interface -> Show Quick Create. However, this button will only appear if the user have the permission to create record.

Although this feature is an alternative / short cut path in creating a record. However, below are a few current drawbacks of this feature:

  • Quick create will ignore any mandatory fields
  • Quick create will ignore any validation rules
  • Quick create will not display any custom fields

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