Apex Code Development You need to sign in to do that
Don't have an account?
yash mehta 12 Is it possible to create a custom button on the Contact page layout for Create Lead
Possible to create a custom button on the Contact page layout for "Create Lead"?
Create Lead button should open a new lead creation menu and also copy over some key fields from the Contact like Account, Name, Title, Phone, Email, etc.
Create Lead button should open a new lead creation menu and also copy over some key fields from the Contact like Account, Name, Title, Phone, Email, etc.
1. Go to setup
2.Click Customize from left side panel
3.Click contact drop down
4.Click Buttons, Links & Actions
5.Click new button or link
6. Name Label (eg. Clone/convert to lead)
7. Enter a description (eg. Clone contact details into new lead form)
8. Paste in link below into syntax box
https://na1.salesforce.com/00Q/e?name_salutationlea2={!Contact.Salutation}&name_lastlea2={!Contact.LastName}&name_firstlea2={!Contact.FirstName}&lea8={!Contact.Phone}&lea3={!Account.Name}&lea11={!Contact.Email}&lea4={!Contact.Title}&lea16street={!Contact.MailingAddress}&lea16city={!Contact.MailingCity}&lea16state={!Contact.MailingState}&lea16country={!Contact.MailingCountry}&lea16zip={!Contact.MailingPostalCode}&lea9={!Contact.MobilePhone}&lea10={!Contact.Fax}&lea12={!Account.Website}.
9. Check syntax
10. Click Save
11. Go to contacts tab and select a contact (to see it in action)
12. Click Edit Layout - Top right hand screen
13. Add your link/button in the custom links section
14.Review your lead form and save
Please try above solution it is the custom link not button ...Please try and it's working great.
Thanks,
Harshit Garg