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Prompt User Based On Account Checkbox
I am trying to figure out how to prompt a user to create an Opportunity after they've saved an Account that meets our specific criteria. I know there is functionality to do this but I'm not sure how to trigger it this way specifically.
I've Googled like a mad man and can't seem to find a solid solution so any help would be appreciated.
I've Googled like a mad man and can't seem to find a solid solution so any help would be appreciated.
Try below code:-
I have "alertUser" checkbox on Account object.
1) Create one Visualforce page and copy below code in your page.
<apex:page standardController="Account" rendered="{!Account.alertUser__c == true}">
<script type="text/javascript">
{ window.alert("Please create Opportunity...!!!"); }
</script>
</apex:page>
2) Edit Account page layout and add above visualforce page in page layout.
3) Edit properties of visualforce page on page layout and set "Height" 0 as we dont want to show that VF page to user.
4) save page layout.
Now try creating Account and save account you will get prompt message.
Let me know in case of any concerns.
Please mark this answer as the solution/ best answer if it solves your purpose so that it can help other community members.
Thanks,
Pramod Nishane
Salesforce Consultant
Varasi LLC
www.varasi.com