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Julia ZocoloJulia Zocolo 

New Contract Button on Opportunity Level

Hello,

I am wondering how to create a custom button "New Contract" on the opportunity level.
Is this possible? I could not find an answer anywhere.

Thank you for your time.
Julia

 
Best Answer chosen by Julia Zocolo
debradebra
I am working on similar problem and using process builder and Flow.  Here is link to salesforce labs app that provides good starting point code.
Check it out.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iwHEAR

All Answers

rsajjarsajja
Hey Julia-

Under Build, goto Opportunities -> Buttons, Links, and Actions -> New Button or link.

Thanks,
rsajja
 
Julia ZocoloJulia Zocolo
Hi Rsajja,

Yes, I saw that the Buttons and Links option is there but I do not know Java so I'm not sure what to do. Can you please help with the code?

Thank you,
Julia
rsajjarsajja
Hi Julia -

So if you are trying to create a button 'New Contract' to create a contract record you might wanna first create a Visualforce Page to create the record.

Thanks,
rsajja
Julia ZocoloJulia Zocolo
Is it necessary to create a visualforce page? I am not a developer so excuse my ignorance.
debradebra
I am working on similar problem and using process builder and Flow.  Here is link to salesforce labs app that provides good starting point code.
Check it out.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iwHEAR
This was selected as the best answer
Julia ZocoloJulia Zocolo
Thank you Debra!!