Salesforce: Target Object for Create a Record Action Type

We discussed in an earlier blog that we can use an action to "find" a child object; however, for a child object with multiple parent objects, the object may not be available for selection as a Target Object in “Create a Record” quick actions.

Salesforce does not allow to create the actions to related child entity when we have multiple relations of different types to the child entity. 

For Example:

Custom objects A-B with Master-Detail relationship and custom objects A-C with Master-Detail relationship too --> create quick action “Create a Record” on A, you will see both B and C as target objects.

Custom objects D-E with a Master-Detail relationship and custom objects F-E with a Lookup relationship, too --> create a quick action “Create a Record” on D; you will see E as the target object, but create a quick action “Create a Record” on F; you will NOT see E as the target object.

* blue line = Master-Detail and red line = Lookup relationship

Now, change the D-E objects relationship to Lookup, and you will see E as the target object from both D and F.

If you change both the D-E and F-E relationships to Master Detail, you will see E as the target object from both D and F too.

Reference: 

• Unable to choose a child object as Target Object in “Create a Record” quick action when it has multiple relationships.

CRM Analytics: Recipe and Dataflow case sensitive

Key in join node in CRM Analytics is case-sensitive, sample:

The same applies to the augment node in the dataflow; the key is case-sensitive too, sample:

 

 

Salesforce: Custom Object without Tab

It's easy to create a custom tab to create a new record of an object from UI; however, in some scenarios, we (admin) are not supposed to create a custom tab, so how to enter new data from the UI, or to see data created (I know we can use report if that object is enabled for reporting) in UI.

Create a New Record
https://domainname.lightning.force.com/lightning/o/objectname__c/new

View Record in the List View
https://domainname.lightning.force.com/lightning/o/objectname__c/list?filterName=Recent

Once you have landed in the list view, you can create a new list view with filters to see the data as needed.