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Quick Add Junction Records
Add multiple records to any Junction object in one go!
- Business Need
- Admin & Developer Tools
Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
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Showing 10 of 13 Reviews
Does it support salesforce mobile app?
Does it support salesforce mobile app?
Useful tool but needs enhancements
I installed this app for a junction object on a custom object. Fundamentally, it works pretty slick! But there are a few areas that could use improvement. Like some of the other commenters, it would be nice if this was an unmanaged package so that I could make a few tweaks. For now, it will serve its purpose but I will continue to follow-up on enhancements.
Great App
Experience is good & easy to install & use. Look forward with update!
If only it was multilingual...
Great versatile component but can only be used in one language: English.
🙏 Please: Lookup Filters + Show all + New record + Error handling
Improvements to make: • The absence of Lookup Filters is a roadblock for the use case I wanted to implement 🙁 • Please add the "Show all results for """ option that appears on native lookup fields after typing a few letters, so that the users can have more info on what they are selecting • If possible, add the "New X" (X being the name of the Object) option that also appears when we start typing a few letters in native lookup fields • Have a way to customize error message when selecting values that we do not allow from lookup filters (if lookup filters do not get to be implemented)
Great App but Custom Component is not visible in some orgs!
Any ideas why the custom component would not show in some orgs? Have installed in 2 EE orgs... one shows... one doesn't!
Love it -- can search apply lookup filter(s)?
Love this app, amazing to be able to add in this functionality, works great! Leela, one feature that would make this even better and wondering if it is feasible and you could update -- can you set the search box so it only gives results that fit the lookup filter(s) on either of the m-ds on the junction object? If that's not feasible, would you be able to update the error message, when you select a filtered-out record, so that has a more basic-user friendly message? Currently, for Contact object m-d: "Unknown errorError0:Here is whats fishy: Insert failed. First exception on row 0; first error: FIELD_FILTER_VALIDATION_EXCEPTION, Value does not exist or does not match filter criteria.: [Contact__c]" Thank you!
Nice, but doesn't work for non-admin Users?
Quick setup, works fine for me as System Administrator. However, doesn't work for "normal" users (with Salesforce license): search box is not searching. Used permission set to grant access to related Objects (View&Modify All); junction object has no required fields. Am I missing something?
Very Quick and simple
Very quick and simple, great for customer implementations. Not all customers understand junction objects and find the creation a little tiresome... this app elevates that concern.
Nice, would be PERFECT with just so little bit more!
Totally concur with Matthew Poe's suggestions on his review, especially the first one so you don't have to add the Junction Object related list when this component could just read the existing records and display their name (or whatever field has been configured to be used as the search parameter).
We have found another issue: the search box only displays 5 results, so when the results for a given search term are more than 5 there is no way to see others. And the order of appearance (i.e. which are the top 5 displayed) seems to be somewhat random, so we have found no way to control that. Unfortunately I realize there's no easy fix for this, but my suggestion would be to at least order the search results the same way the Salesforce search works (by "relevance", which includes if the user has recently looked at a particular record).
An additional enhancement would be to be able to also Delete records. This ties with Matthew's first suggestion: if the component would just have a single control, showing existing records (or empty if none) and from where: - New ones could be added (current functionality) - Existing ones could be deleted (in a similar fashion as, while adding, you can delete entries before clicking on Add) ... this would just be so much better! PS: By the way, deleting entries is buggy, in most occasions it doesn't actually delete the pill/button you delete but... others.
We've been using this for non System Admin users for quite some time, with no issues searching. So although I can't tell you what could be wrong, it is probably some configuration aspect that's missing in your org.