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Jake Gharib Create Opportunity from Task
Hi All,
I handle more of the Admin side of things at my company so haven't done much coding / development work in my experience. We have an ask to generate an Opportunity from specific Tasks that are created in our environment. I've attempted a Process Builder which works just fine once I hit the criteria we need, however, bringing in the Task that started the Opportunity and tying it back to it is the trouble I have. I was told this could be done with coding and if there's any assistance anyone could provide, it would be greatly appreciated. Below is the criteria needed...
I handle more of the Admin side of things at my company so haven't done much coding / development work in my experience. We have an ask to generate an Opportunity from specific Tasks that are created in our environment. I've attempted a Process Builder which works just fine once I hit the criteria we need, however, bringing in the Task that started the Opportunity and tying it back to it is the trouble I have. I was told this could be done with coding and if there's any assistance anyone could provide, it would be greatly appreciated. Below is the criteria needed...
- Starting on the Task record - Click custom button "Create RGO"
- Have it mark the Task as Status "Completed"
- Create new Opportunity with Stage "Pre-Upload Needs Assessment"
- Assign the same OwnerId, WhoId, and AccountId on Task to the new Opportunity created
- Tie back the SAME Task record that started the process and relate it to the created Opportunity
You can create a Visualforce page and place it on the field so that you can create a new opportunity. and that component can inturn mark the task completed.
I hope this helps.
Regards,
Anutej