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Yeshi Mohammed 9 Custom related button in lightning salesforce to create opportunity record
Hi All,
We create only allow our sales rep to create opportunity from contact, so that main contact role is associated. we have custom related list button , URL link that allows to create the opportunity , pre-populate record type , opp name, acct name ... . this works perfect in classic but not in lightning.
since some of our users uses lightning , I want the same custom button or another button for creating new opportunity with some of the fields pre-populated.
Thank you
Yeshi
We create only allow our sales rep to create opportunity from contact, so that main contact role is associated. we have custom related list button , URL link that allows to create the opportunity , pre-populate record type , opp name, acct name ... . this works perfect in classic but not in lightning.
since some of our users uses lightning , I want the same custom button or another button for creating new opportunity with some of the fields pre-populated.
Thank you
Yeshi