Salesforce: ‘New’ Button from Lookup Window
April 1, 2015 /
Posted in Salesforce Corner
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
