-
How to create NEW CASE button within Opportunity screen?
How to create NEW CASE button within Opportunity screen?
-
1 Reply
-
Hi Tanu,
Create a "NEW CASE" custom button under the Case Object.
Enter the URL from the address bar of the page you want them to be directed to. In my case I wanted a specific record type for cases created from an opportunity.
Save the new button and then on the Opportunity layout page, go to the Case Related list section, and click on the wrench icon to edit the field - the option to add the new button is now there.
Hope this helps you.
Log In to reply.
Popular Salesforce Blogs
Salesforce Einstein: Artificial Intelligence for Customer Success
Artificial Intelligence (AI) is endorsing a paradigm shift in the industry today. It sure has been a while since AI’s outset, but it was only…
Maximize Your Sales Outcomes With Salesforce High-Velocity Sales
Selling products and services encapsulates what your business is. The effort your Sales reps put into each call defines your firm’s growth and provides you…
What is the Apex Metadata API? | All You Need to Know
Let’s say that you support multiple orgs, and you’ve created a custom field. You want to add your new field to the page layouts in…
Popular Salesforce Videos
Salesforce Certification Registration, Check and Verify Certification Status, Trailblazer.me Profile
All About Salesforce Certification:- Schedule your Salesforce Certification Exam Link Your Salesforce Certifications to Your Trailblazer.me Profile Check & Verify Your Salesforce Certification & Maintenance…
Accenture + Salesforce: Making an Impact
Our people and communities are important connection points for support. Hear more from our Salesforce professionals. Check out this video to learn everything you need…
Salesforce Grid Component Modernization with Webix Widgets
Take a break and watch a short video about how we modernized the Salesforce Grid component with Webix.
