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Can you create an Account / Contact record using details from a Custom Object record?
I am working on a Salesforce implementaion for a NonProfit , they operate a Community based Loan Fund. Part of their work is providing training programs. I have built out custom objects to faciliate this and they are happy with that however one of the objects is an individual registration record ( see attached screen cap) - they are asking if it's possible to add something like the "Convert" button found on the standard Lead object to create an Account/Contact record from the detail on this custom object.
I believe this should be possible but have no idea of what would be required. Would anyone have any suggestions or sample coding of how this would be done?
Thanks in Advance
Roger
I believe this should be possible but have no idea of what would be required. Would anyone have any suggestions or sample coding of how this would be done?
Thanks in Advance
Roger
You would need to use a detail page button and link visualforce page and custom controller to accomplish this.
Thanks,
Dhanya
Roger