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Joanne Butterfield
Creating a Case from an Opportunity.
Hi All,
I am an administrator that hasn't written any apex code or created any triggers.
I'm needing to have the ability to create a case from an opportunity, have some of the opportunity fields and preferably the opportunity products also visible in the case.
What I would really like is to have a trigger that once the opportunity stage reaches a certain percentage and includes any installation product lines the case is automatically created.
Any help, advise, information, a starting point would be much appreciated.
Thank you in advance.
I am an administrator that hasn't written any apex code or created any triggers.
I'm needing to have the ability to create a case from an opportunity, have some of the opportunity fields and preferably the opportunity products also visible in the case.
What I would really like is to have a trigger that once the opportunity stage reaches a certain percentage and includes any installation product lines the case is automatically created.
Any help, advise, information, a starting point would be much appreciated.
Thank you in advance.
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