Brief Explanations on Salesforce Prefill Advanced Options

This guide will explain the uses of the Salesforce Prefill Advanced Options.

  1. Prefill On Filter Merge Change:
  • Enabling this option runs the Prefill logic if the user makes any changes to the field that we are using as a filter merge field to the Prefill field.
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  1. Disable Empty Field Prefill:
  • Enabling this option will only Prefill the fields with value.
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  1. Disable Existing Field Value Prefill:
  • This option disables the prefilling of fields that already have a value. For example, if the component currently has a value, it stops further execution to prevent overwriting the existing value.
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  1. Prefill On Every Page Load:
  • Enabling this option runs the Prefill field logic on every page load. Even if we navigate to the different pages of the form.
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  1. Disable Special Character Escape In Merge Values:
  • It disables if we have any special characters in the merge values.
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  1. Prefill Only When Parent Field Has Value:
  • If "Yes": The Salesforce record search only runs if the parent field has a value, which prevents unnecessary searches.
  • If "No": The search will run even when the parent field is empty. It's another option to prefill without any dependencies on parent value. For Example, We want to load or prefill data based on a filter query instead of parent field dependencies, like prefill Account data based on a specific field filter for which the return records will be one.
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  1. Enable 0 Value Prefill In Number Fields:
  • It is needed when the data in SFDC is null (without a '0' value), so that on submission of the form we send a zero value.
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  1. Prefill Only If Salesforce Record Found:
  • This option checks if the autofill map is empty or if it should only prefill fields when Salesforce records are found and no records are found, then it triggers a prefill success event and stops further execution.
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  1. Salesforce Prefill Record Found Message:
  • It shows a success message to the user when the Prefill field finds a Salesforce record.
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  1. Salesforce Prefill Record Not Found Message:
  • It shows a failure message to the user when the Prefill field does not find a Salesforce record.
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