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Data Migration 5
Button Logic to default values on new opportunity
I'm looking for sample logic for button to create an new opportunity from customer/account. When the user clicks on button on customer/account, screen should provide options to choose record type and then show page layout for opportunity with defaulted customer/account lookup and owner to be defaulted as customer record owner. How can we accomplish this with simple logic?
Here is a great intro video on Publisher Actions: https://www.youtube.com/watch?v=4oKlWBKRr18