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 answers
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.