Problem Statement: – Sometimes we have the requirement to auto populate account field while creating “New Task” from Contact.
Solution: – Simple solution is URL Hack.
Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links | Click on button ” New Button & Link”
Step 2: snap shot- Label this e.g. – “New Task” or as per your requirement, Display type:- List button, Behavior as per your choice, Content Source :URL
/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.
Select Custom button “New Task ” to display on related list & Click on Ok button, Like below screen shot
Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic
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