Skip to main content

Good morning,

 

In Classic we can create an opportunity from the contact record and it will auto-populate the company name and assign the contact as primary contact role.

 

Salesforce "support" tell me that this functionality is not available in LEX and the salesperson will have to scramble about assigning a company and contact role when creating a new opp.

 

Could anyone kindly confirm this is correct?

 

Thanks & regards.

8 件のコメント
  1. 2017年8月25日 15:15
    I've confirmed that this is in my Prerelease org for Winter. Yay!
0/9000