Imagine that I send a quote to a customer (account) he accepts the quote and confirms an order. Can I create the order from that quote instead of a blank new one?
Thanks.
3 answers
Some options to consider:
1. Custom Apex - this involves learning Apex or understanding Apex. Could be difficult if it's your first Apex project
2. VisualFlow - not many examples out there, but this is my favourite resource outside of the implementation guide http://rakeshistom.wordpress.com/category/workflow-rule/visual-workflow-flow/
I'm assuming you are on Enterprise Edition. If you are learning I would really push myself done path number 2 first. In theory it's possible, but have not tried it.
