Need your help. We want our users to fill up "Service Offerings" in Opportunity while creating/editing opportunity record. Offerings can be multiple and can be from separate business verticals. Hence there can be multiple lines of offerings in the same opportunity and needs to save as a child object. Now I want this child object to be a part of the master FORM / opportunity FORM, so that we can make it mandatory. Not something below (as in Classic) or beside (as in Lightning) the main form which the user may skip filling. Any help please?
2 answers
You will have to use a Flow for this, and have the initial screens collect info for the Opp, then, have your Flow do a FastCreate so you have the Opp Id when you prompt your users for data for each child record. You can call the Flow from a Quick Action.
