• Erin Harris 10
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I have a customer using Milestones PM.  They have a Salesforce Platform User that is the owner of a Project records and they can't use the clone button as it says they have insufficient privledges.  The profile gives them full access to this object.  Is there something else that needs to be set?

 

Thanks!

I am wondering if it is possible to redirect a user to the add partner screen after saving an opportunity based on a certain field value.

 

If this is possible, is this with an Apex Trigger? Or where should I start?

 

Process:

-User edits an opportunity, updates delivery field to "partner"

-Clicks Save

-Immediately taken to the Add Partner screen (from related partner list)

-Adds a partner, clicks Save

-Taken back to opportunity screen

  • February 24, 2010
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