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Shiva Venu Accept Button on Lead in Lightening
Can we utilize standard button on Lead in Lightening to pass prevalidation and stamp some default values?
If its custom how can i build the below requirement
- Accept Button
Should be only visible to Business Rep Profile.
Button should check if the profile is Business Rep or Not once clicked.
Should check if the lead status is New, if yes set it to In progress, else in case already accepted throw and exception.
Once accepted - Business Rep Accepted button show get checked and accepted date and time should get added.
Thank you!!
If its custom how can i build the below requirement
- Accept Button
Should be only visible to Business Rep Profile.
Button should check if the profile is Business Rep or Not once clicked.
Should check if the lead status is New, if yes set it to In progress, else in case already accepted throw and exception.
Once accepted - Business Rep Accepted button show get checked and accepted date and time should get added.
Thank you!!
Here is a link with similar implementation done around accept button lead object in salesforce:
https://salesforce.stackexchange.com/a/167047/96007
Similar helpful threads:
https://developer.salesforce.com/forums/?id=9060G000000MQWgQAO
Link to get help on making the custom button visible to specific profiles:
https://help.salesforce.com/articleView?id=000333302&type=1&mode=1
Hope above information helps. Please mark as Best Answer so that it can help others in future.
Thanks.
Thanks you so much for the response.
Will the above solution suggested works both in Lightening and Classic? My understanding is not all Javasctipt button works in Ligntening.
Thanks!