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Button: Create Case on Opportunity with prepopulated field values
Hi everyone, I found this online
/500/e?retURL=%2F500%2Fo
&cas4_lkid={!Account.Id}
&cas4={!Account.Name}
&006M0000004yR7w_lkid={!Opportunity.Id}
&CF006M0000004yR7w={!Opportunity.Name}
&opp4={!Case.Account}
&CF00N00000007E8N3={!Case.CaseNumber}
&cas3_lkid={! NULLVALUE (Case.ContactId, Contact.Id )}
&cas3={! NULLVALUE (Case.Contact, Contact.Name )}
&cas6=Pre-Sale
&cas11=AE - Web
&retURL=/{!Opportunity.Id}
&saveURL=/{!Opportunity.Id}
This allows me to create a new button on Opportunity which in turn allows me to create a case on Opportunity, and relate it directly to that opportunity. What I want to do here that I don't know is the following:
I have several fields on Opportunity object that, once I click my new button, I would like the value of those fields to be pre-populated on the new case. This will not be a default value, this should pull the specifically selected field value. I have identical fields on Case. For example
Opportunity field: TEST FIELD: 1234
The value for my case field should be the same
Case field : TEST FIELD: 1234
The ultimate goal is my reps don't have to re- enter a bunch of fields that are already filled out.
Can this be done, and if so can someone give me an example of what I need to add to this button for this to work? Thank you for any help
/500/e?retURL=%2F500%2Fo
&cas4_lkid={!Account.Id}
&cas4={!Account.Name}
&006M0000004yR7w_lkid={!Opportunity.Id}
&CF006M0000004yR7w={!Opportunity.Name}
&opp4={!Case.Account}
&CF00N00000007E8N3={!Case.CaseNumber}
&cas3_lkid={! NULLVALUE (Case.ContactId, Contact.Id )}
&cas3={! NULLVALUE (Case.Contact, Contact.Name )}
&cas6=Pre-Sale
&cas11=AE - Web
&retURL=/{!Opportunity.Id}
&saveURL=/{!Opportunity.Id}
This allows me to create a new button on Opportunity which in turn allows me to create a case on Opportunity, and relate it directly to that opportunity. What I want to do here that I don't know is the following:
I have several fields on Opportunity object that, once I click my new button, I would like the value of those fields to be pre-populated on the new case. This will not be a default value, this should pull the specifically selected field value. I have identical fields on Case. For example
Opportunity field: TEST FIELD: 1234
The value for my case field should be the same
Case field : TEST FIELD: 1234
The ultimate goal is my reps don't have to re- enter a bunch of fields that are already filled out.
Can this be done, and if so can someone give me an example of what I need to add to this button for this to work? Thank you for any help
Why don't you use a quick action of creation of case with Predefined Field Values?
https://help.salesforce.com/articleView?id=creating_object_specific_actions.htm&type=0
https://help.salesforce.com/articleView?id=predefined_field_values.htm&type=0
https://trailhead.salesforce.com/en/modules/salesforce1_mobile_app/units/salesforce1_mobile_app_actions_objectspecific
Regards
Don't use the default new button but your own button New link button associated with a URL.
https://help.salesforce.com/articleView?id=predefined_field_values_notes.htm&type=0
https://salesforce.stackexchange.com/questions/116697/create-record-in-lightning-with-populated-fields
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_vf_defaultfieldvalues.htm
https://help.salesforce.com/articleView?id=predefined_field_values_notes.htm&type=0