Skip to main content
ADMIN TBTC MC (AXIA) ha fatto una domanda in #Data Management
Hi,

 

I want to create a new opp button under case object. Is it possible without writing an apex class.

 

I have tried with process builder but we want manual execution of creating an opportunity .
10 risposte
  1. 29 lug 2019, 05:40
    Hi Swati, 

     

    Have you tried using a quick action? You can make one in the a buttons, links, and actions tab in the object definition. 

     

    If that doesn't give you what you need, you can also create a flow to make the opportunity, and run it using a button. The button will need to send the record ID, and the flow will need to take it in as an input variable. 
0/9000