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Georg WilleGeorg Wille 

How to prepopulate fields in the New Quote standard dialog

I have a custom field in Quote and a related custom field in Opportunity.
  • Is there a way the pre-populate the field in the New Quote dialog with the value from the Opportunity? At first I thought of using a default value formula but this doesn't allo cross-object references.
  • can someone point me to an example or give me some hint?
Best Answer chosen by Georg Wille
VinayVinay (Salesforce Developers) 
Hi Georg,

You can try using URL Hacking if you using any button.

https://www.salesforceben.com/salesforce-url-hacking-for-lightning-tutorial/

If not then try using process builder to populate field values.

Thanks,

All Answers

VinayVinay (Salesforce Developers) 
Hi Georg,

You can try using URL Hacking if you using any button.

https://www.salesforceben.com/salesforce-url-hacking-for-lightning-tutorial/

If not then try using process builder to populate field values.

Thanks,
This was selected as the best answer
Georg WilleGeorg Wille
Hi Vinay 

Thanks for the help. Yet, I am still a green beginner and have many follow-up questions:

I have managed to create a MyNewQuote button and place it on the Classic Opportunity detail view. The New Quote page opens in Lightning view, given that I followed the example in the link you sent me. 
Questions
  • do you think there is  a way to modify the URL in the button programmatically; for instance using a trigger on a table that configures the fields to populate? 
  • is there a reference page that describes the format of these URLs?
Georg