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Waqas Ali
New to Sales force. - Convert Opportunity to Contract
I am totaly new to salesforce, want to do this.
- Create a Button on Opportunity Details Page.
- Write the code to convert Opportunity to a Contract and Order, when the button is pressed.
I am realy confused how to start ? I am unable to find a solution. I am hoping that someone here has the knowledge on how to accomplish this. Thank in advance for your time and help
You can use a custom button on the Opportunity object which creates a new Contract and pre-populates the fields you want (including the Opp).
This is done by an unofficial technique called 'URL-hacking' where your custom button just puts the field values on the 'new Contract' URL.
I collected this answer from ( https://success.salesforce.com/answers?id=90630000000glYEAAY ) answered by Jeff May and
my second suggestion is to write a trigger as per this link ( http://salesforce.stackexchange.com/questions/23420/convert-opportunity-into-contract) and move this whole logic into a method of class if you are done with this you can call a class method from onclick javascript provided by salesforce I think this will solve your issue.