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Rakshith RamachandraRakshith Ramachandra 

Copy information from Contacts to Opportunities

I have a picklist field A on contact record. picklist field B on contact opportunity record. They have the same name on both objects. 

When I'm on contact record and I click on new opportunity, I want the info from field A to get copied to field B when I click on "New opportunity" on Contact page.

What's the simplest way of doing this? Any ideas?

Thanks,
Rakshith
PavanKPavanK
Hi Rakshith,

You have to overide button and pass values in URL as parameter. Please refer below document.
https://www.interactiveties.com/blog/archive/pass-vars-url.php

Please let meknow, if any moreinformation is required.
Rakshith RamachandraRakshith Ramachandra
Thanks for the reply. I went through the link, I feel there should an easier way to do it. I'm not too familiar with apex coding
PavanKPavanK
yes there is no coding.

If you go to contact page related list and click on new button from opportunity related list, you will get below similar URL

https://cs4.salesforce.com/006/e?lookupcmpgn=1&retURL=%2F0033100002mpDr2&accid=001i000000q5eCi&conid=0033100002mpDr2&opp6=Website+-+Resource+Download

Append above url with &fieldid={!Opportunity__c.Name}

Note To get fieldid-->> go toset up--> contact--> click on field--> from URL you will get ID

Now go to opportunity and add new button with above URL

Then from contact page layout remove standard button and add newly created custom one