When creating an Opportunity I'm trying to setup an opportunity record type/page layout that will automatically be applied based on the Account record type chosen. My users already choose from a drop down with creating an account, so I don't want them to have to do it again when creating an opportunity. it should just be assigned based off the account record type chosen. Another point, users will be creating the opportunities from Account detail page, which is from opportunities related list and it is to be done in Lightning.
Should go to back parent record on click "Cancel" and open related child record type on clicking "save and new" after doing creating the first child record.
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Dear Sir, I have looked your requirement and I can do this project. Kindly let me know your credential and can do this without fail. Waiting for your response. Thanks.
Hello There, As you have mentioned you want to save user's time by skipping record type selection on Opportunity as they have already done that while creating Account or creating opportunity on existing account. Thi Plus
Hello, After going through the project description and additional note that you added later, I can tell you that the desired feature can't be delivered using configuration in Salesforce Lightning. URL hacks that wre Plus
I would go for a custom button on the Account page. The button would take the record type and automatically select that record type for Opportunity record.
Hi there, I will write an apex trigger on opportunity to copy account record type as its record type in lightning. thanks.
I am Salesforce architect and have 11years of IT experience in which 5+years in Java and 5+years in Salesforce. I do end to end implementation (requirement gathering, effort estimations, user story, design, develop Plus
I have already done this type of scenario in my projects. Based on user profile different page layout will be different. Will be discuss more through chat.
Hi! I was taking a look at the requirement, but a VisualFlow is not needed as you can achieve this by creating a quick action - which is going to be faster, also for you it means spending less money :) If your org h Plus
I am a certified Salesforce Developer, I have done this type of work at previously, Please check my portfolio once and let me know.
Hi Have worked on lightning component development and familiar with Classic and Lightning experience. I've played several time around opportunities, accounts, contacts etc and their relationships and related records. Plus
Hello, Greetings for the day. If you are looking for best solution considering all the pillars of Salesforce. I will assure you this from start to end of project. I am a 5 years experienced Salesforce Consultant wit Plus