#SALESFORCE APP BUILDER FLASH CARDS UPDATE#

The Visualforce page for an object-specific custom action must include the standard controller for the relevant object. Object-specific custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. Object-specific Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record. You can define the fields that are available for update.

#SALESFORCE APP BUILDER FLASH CARDS UPDATE#

Object-specific Update a Record actions make it easy for users to edit records. If a user creates a contact with that action on the detail page for the Acme account, that new contact is associated with Acme. For example, you add an object-specific action on the Account object that creates contacts. Object-specific create actions create records that are automatically associated with related records. There are five types of object-specific actions. Universally required custom fields and validation rules are enforced. Salesforce adds information from the lead into empty fields Salesforce does not overwrite existing account and contact data.Ĭonverted leads do appear in lead reportsĭuring lead conversion, triggers fire. If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts. The leads become read-only records, unless your administrator gives you permission to edit them. When you convert qualified leads, Salesforce moves any campaign members to the new contacts. If you use record types, all records created during lead conversion adopt the default record type for the owner of the newly created account, contact, and opportunity. For custom lead fields, the data is mapped to custom account, contact, and opportunity fields as specified by your admin.Īny standard lead picklist fields that are blank inherit the default picklist value for accounts, contacts, and opportunities. When you convert a lead, data in standard lead fields is transferred into standard account, contact, and opportunity fields.

Salesforce app builder flash cards