• Rachael Torrence
  • 0 Points
  • Member since 2015

  • Chatter
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
  • 1

I want to create a new case from an opportunity.  I have built the connection between the two using a lookup relationship.  Now I have a button on the case related list to allow users to create a new case directly from the opportunity.  I want to make it as easy as possible by pulling in related information from the opportunity so the user does not have to reenter it. The challenge I now have is that I have multiple accounts with the same name and the user must then select the correct account.  Is there a way to pull the account from the opportunity without having the user look the correct one up from a list?  The button URL is listed below. 





  • May 14, 2012
  • Like
  • 0