Setting to auto-populate List Name when creating new List Membership via related list

Owned by Geri Morjaria
Last updated: Jun 14, 2018
1 min read

(and vice-versa...when creating a new List Membership record via LM related list on the Contact record, auto-populate Contact name)

Related to:   PERKINS-204 KWM-144 REED-8 OSLER-374

Salesforce Documentation:  Override Standard Buttons and Tab Home Pages

Step-by-step guide


  1. Navigate to List Membership object:  Setup/Object Manager/List Membership
  2. Select "Buttons, Links, and Actions"

  3. Select edit action for "New" OnePlace:NewListMember (Visualforce page, Package: OnePlace)

  4. Update Override Properties on Salesforce Classic Override to "Standard Page" from No override