I am sure that someone has already done this within their instance, but if you could volunteer your expertise I would appreciate it. Here's what we are trying to do:
We have created a custom button associated with a specific opportunity record type. We would like this button to create a new opportunity that copies the account owner and opportunity over to the new opportunity, but assigns a different record type. Ideally, the detail edit screen for the new opportunity would automatically pop. I am trying to use an s-control to do this, but am currently stuck.
I am sure that someone has already done this within their instance, but if you could volunteer your expertise I would appreciate it. Here's what we are trying to do:
We have created a custom button associated with a specific opportunity record type. We would like this button to create a new opportunity that copies the account owner and opportunity over to the new opportunity, but assigns a different record type. Ideally, the detail edit screen for the new opportunity would automatically pop. I am trying to use an s-control to do this, but am currently stuck.
My company has 11 opportunity record types based on the 11 product services we sell. Each product has a fixed product ID. I would like to create a field that automatically populates with the product ID based on opportunity record type for that record. Is a formula field the best option for setting this up and what would the formula look like.
