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Yeshi Mohammed 9 create new opportunity from contact - using Opportunity custom button
Hello All,
I have Opportunity custom button called "Create New Opportuniy" to create new opportunity from Contact. we also associate the Contact as opportunity Contact Role
Here is the code
(/setup/ui/recordtypeselect.jsp?ent=Opportunity
&retURL=/006/o
&save_new_url=%2F006%2Fe%3FretURL%3D{!Contact.Id}%26ent%3DOpportunityaccid%3D{!Account.Id}%26conid%3D{!Contact.Id}%2600N400000029iiN%3D{!Contact.Lead_Source_Detail__c}%26opp6%3D{!Contact.LeadSource}%26opp3%3D{!Account.Name}%2B-%26nooverride%3D1)
This code works fine for Salesforce Classic users. But since we have Classic and lightning users, when a user in lightning clicks on this button the default setup such as AccountId , ContactID, LeadSource, AccountName ... does not get passed. this leads to Opportunity Contact Role not being Created. How Can I make a code that works for both Classic and lightning. any help will be appreciated.
Thank you
-Yeshi
I have Opportunity custom button called "Create New Opportuniy" to create new opportunity from Contact. we also associate the Contact as opportunity Contact Role
Here is the code
(/setup/ui/recordtypeselect.jsp?ent=Opportunity
&retURL=/006/o
&save_new_url=%2F006%2Fe%3FretURL%3D{!Contact.Id}%26ent%3DOpportunityaccid%3D{!Account.Id}%26conid%3D{!Contact.Id}%2600N400000029iiN%3D{!Contact.Lead_Source_Detail__c}%26opp6%3D{!Contact.LeadSource}%26opp3%3D{!Account.Name}%2B-%26nooverride%3D1)
This code works fine for Salesforce Classic users. But since we have Classic and lightning users, when a user in lightning clicks on this button the default setup such as AccountId , ContactID, LeadSource, AccountName ... does not get passed. this leads to Opportunity Contact Role not being Created. How Can I make a code that works for both Classic and lightning. any help will be appreciated.
Thank you
-Yeshi
Can you please check the below article. I hope this will help you on this.
https://marktyrrell.com/posts/alternatives-to-custom-button-url-hacks-for-lightning-experience/
If this solution helps, Please mark it as best answer.
Thanks,