Automation Champion

Business Use Case: – Sometimes we have the requirement to auto-populate account field while creating New Task from Contact.

Task without Account

Solution: – Simple solution is URL Hack.

Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links then click on button New Button & Link

Step 2:  Label this e.g. – New Task or as per your requirement. For Display type select List button, Behavior as per your choice. For Content Source make sure to select URL

“New Task” Custom Button Design

/003/e :-“003” prefix signifying that we are looking at the Contact Object.“/e” means we are going to the edit page for a new instance of the object.

retURL:- This is the URL to return to if the “Cancel” or “Save” button is clicked on the new Task page.

Who_id for “Contact” & what_id for account

Step 3:- Create URL as mentioned snapshot.

Step 4:- Save it.

Step 5:- Edit “Contact Page Page layout and click on open activities related list, as shown in below screen shot.

Way to add custom button in related list

Select Custom button “New Task ” to display on related list & Click on Ok button, Like below screenshot

Custom Button on Related list

Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic

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