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Erin Pinkowski
Custom button to create case from opportunity
Looking for some guidance on how to create a custom button which will create a case with a specific type of "client request" from the opportunity detail page and copy information from the opportunity over to the case.
It's not too hard to do this. To launch a flow from a custom button check out this part of the SF docs (http://www.salesforce.com/us/developer/docs/workbook/Content/flow_6_add_custom_button.htm).
When you launch the flow, send the Oppty ID in the parameters.
Then create a case in the flow. Here's an example I used (http://www.buttonclickadmin.com/salesforce-visual-workflow-getting-started/)that starts from a lead object.
Sorry I'm short on time otherwise I'd write a more detailed response.