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SAroras Create a new opportunity button or link under case object
Hi,
I want to create a new opp button under case object. Is it possible without writing an apex class.
I have tried with process builder but we want manual execution of creating an opportunity .
I want to create a new opp button under case object. Is it possible without writing an apex class.
I have tried with process builder but we want manual execution of creating an opportunity .
Action " New Opportunity " is a global action and this was not having any record type. after assignment of record type, it showed up in UI.
All Answers
For create a new opportunity button or link under case object follow below steps :
1. First go to edit layout page in the case object,
2. Then in the quick actions drag the New Opportunity to under "Quick Actions in the Salesforce Classic Publisher" like below.
3. Now you can create new opportunity from that action,
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks,
Ajay Dubedi
I have done that but "New opportunity" action is not coming up in UI.
Tried with removing cache, login /logout , permissions to user.
But its not working. Please advise
Regards
Swati
Action " New Opportunity " is a global action and this was not having any record type. after assignment of record type, it showed up in UI.