Activity Forums Salesforce® Discussions How to create NEW CASE button within Opportunity screen?

  • Himanshu

    August 4, 2016 at 7:14 am

    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.

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