Quick Add Junction Records logo

Quick Add Junction Records

By Salesforce LabsAdmin & Developer Tools

Rating
4.0
Reviews
13
Pricing
Free
Listed since
2020

About Quick Add Junction Records

Add multiple records to any Junction object in one go!

Setup instructions

Example Consider three objects given below

Account - Parent Object Contact - AccountContactRelation - Junction Object,must have MASTER-DETAIL relationship field to Parent & child Object

Step 1: Install the component from the below URL.

Step 2: Drag & drop component 'AddRelatedRecords’ to the Account record detail page.

Step 3: Configure the design Attributes of the component

Title - Title of the Component. Icon - Title Icon. Object to Search Records - Child object eg: Contact in this context. Junction Object - Save the details in the Junction Object eg. *AccountContactRelation*

Once design attributes are set, the user can search the child records and add them to the junction object by clicking the Add button. Add the Junction object related list to the parent object.

Limitation: Junction object has any required field/

Highlights

  • Users can add multiple records in one go to any Junction object using this component. It can be used as a quick action on the Lightning record page. It can be added to any record page
  • This component can be configured for any object, given that there is a junction object connecting two objects with a Master-detail relationship.

Screenshots

Selected contacts view

Image 1 of 4

Selected contacts view

Pricing

Free.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on February 12, 2020
Languages
  • English

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