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Rachel Linder 8 How create a a form in salesforce that then populates fields on an opportunity?
We have an excel worksheet that we would like to automate in salesforce. What we would like is that team members can create a form from salesforce then save that form and it populates fields within the opportunity. We have some team members on Classic and some on Lightning so this process would need to work in both UI's.
What is the best way to accomplish this?
What is the best way to accomplish this?