Apex Code Development You need to sign in to do that
Don't have an account?
The new Learner Need to create record using quick action
Hi Experts,
I need to create quick action on the opportunity record with the following details(this action is on the opportunity record page only). can anyone help me out?
--The record owner of the new record is the currently logged-in user who pressed the button --the 'created by' of the new record is the currently logged-in user who pressed the button
--Account that is related to the opportunity record from which the new opportunity is created.
--It should not be possible to create a new Opportunity record from the quick action any other way for anyone who does not have a Sys Admin or sales admin user.
I need to create quick action on the opportunity record with the following details(this action is on the opportunity record page only). can anyone help me out?
--The record owner of the new record is the currently logged-in user who pressed the button --the 'created by' of the new record is the currently logged-in user who pressed the button
--Account that is related to the opportunity record from which the new opportunity is created.
--It should not be possible to create a new Opportunity record from the quick action any other way for anyone who does not have a Sys Admin or sales admin user.
The developer community recommends providing any attempts/code you've started, any errors you're getting, or where exactly you're struggling in achieving this while posting a question.
Regards,
Priya Ranjan
Thanks for the reply, unfortunately, I am not even know how to achieve this, so I expressed my query here for the suggestions as well as for the help.
Hey
No worries, I will help you with setting it up. Just elaborate the requirement.
You wanted to allow only sales user or system admin to create the Opportunity ? does this want you need ?
Regards,
Priya Ranjan