The Finished Product

  1. Subtab App allows users to define personal “default” values that are used when creating a new record
    finish product cropped.png

  2. Custom “Dynamic Funding Link” button creates record with default values as specified in subtab app
    custombutton.png
    results.png

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Custom User Controller Extension - to allow users to edit fields on user record

[update : captains log june 18 2020. #summer20 release. its a lot easier to use a flow that runs in system mode to do most anything that requires a without-sharing apex controller] As custom controllers can run in system mode,... Continue →