Hello,
I was wondering if there is an easy way to make the npspPrimary contact Field that is a look up field to auto populate on creation of opportunity from Account or Contact object? Or is this a case for creating a flow?
Many thanks
4 answers
Ah if you are going from related list then you can't modify the standard "new" button. You could create your own List button, Action, or a screen flow to meet this requirement.