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Angie Chua
Prepopulate Opportunity standard and custom fields on Create in Salesforce Lightning
From Account, I click on New button in the Opportunity related list to create a new Opportunity. The Create popup is prepopulated with the Account Name, but I also need to prepopulate some fields in Opportunity (standard and custom) from some fields in the Account (which may also be standard or custom field).
I read that the URL hack in Salesforce Classic that helps in prepopulating does not work in Lightning. How do you prefill fields in Lightning then? Has anyone accomplished this? I'd appreciate it if you'd illustrate how. Thanks very much.
In case you are OK with customization, a trigger would also help.