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Automatically pull task assigned to when task is created from opportunity
Here is what I am trying to do:
Starting on an opportunity, when someone clicks the New Task button under the Open Activities section, I want to pull in a value from a field on the opportunity to the Assigned To field on the new task for a particular record type. Does anyone know if this is possible?
Let me know if further information is needed. Thanks!
I believe for this you will have to over-ride the Standard button and customize it using Apex.
Thank you for the response. I'm not much of a developer - do you know anywhere that might have some code samples for something like this?