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Customized Cloning for Opportunity: Best 2017 Implementation
This is more of a general question based off of the ideas presented here:
https://developer.salesforce.com/forums/?id=906F00000008jgSIAQ
I want to clone opportunities through a 'duplicate' button that not only clones the record, but also then performs actions on the record through a trigger. My question is whether the trigger is necessary on save or not. Through process builder, could I possibly update certain fields upon execution of a button action? For example, upon duplication these fields will update from x to y. I'm new to the Salesforce development community, but feel I should avoid URL hacking at all costs as it will become deprecated upon the advent of Lightning. Is there an updated version of this customized cloning approach? Any links / solution appreciated.
Thanks
https://developer.salesforce.com/forums/?id=906F00000008jgSIAQ
I want to clone opportunities through a 'duplicate' button that not only clones the record, but also then performs actions on the record through a trigger. My question is whether the trigger is necessary on save or not. Through process builder, could I possibly update certain fields upon execution of a button action? For example, upon duplication these fields will update from x to y. I'm new to the Salesforce development community, but feel I should avoid URL hacking at all costs as it will become deprecated upon the advent of Lightning. Is there an updated version of this customized cloning approach? Any links / solution appreciated.
Thanks