Create Opp from Contact

Opportunity Creation Directly from Contact Record

Overview

This document outlines a method for creating opportunities directly from the contact record in Salesforce, streamlining the opportunity creation process, and ensuring accurate attribution data.

Benefits

There are several benefits to creating opportunities directly from the contact record:

• Streamlined process: All users will follow the same process for opportunity creation, ensuring consistency and reducing errors.

• Accurate attribution: By tying the account record, opportunity record, and primary contact to the opportunity, attribution fields in Salesforce are accurately populated, providing valuable insights into lead sources and campaign performance.

• Customization: Additional fields can be prepopulated based on the contact record, ensuring that opportunities are created with the necessary information.

Prerequisites

• Salesforce Administrator permissions

• Familiarity with JavaScript

Instructions

1. Create a Custom Button on the Contact Object

1. Go to the Contact object manager.

2. Click the Buttons, Links, and Actions button.

3. Click the New Button button.

4. Enter the following information:

   • Label: New Opportunity

   • Name: New_Opportunity

   • Display Type: Detail Page Button

   • Behavior: Display in existing window with sidebar

   • Content Source: URL

   • URL: /lightning/o/Opportunity/new?account={!Account.Id}&primary_contact_id={!Contact.Id}&stage_name={!Stage_Name}&probability={!Probability}&forecast_category={!Forecast_Category}&Name={!Name}&CloseDate={!CloseDate}

5. Click the Save button.

2. Add the Custom Button to the Contact Page Layout

1. Go to the Contact object manager.

2. Click the Page Layouts button.

3. Click the Edit button next to the desired page layout.

4. Drag the New Opportunity button to the desired location on the page layout.

5. Click the Save button.

3. Customize the Opportunity Creation Form (Optional)

The URL in the custom button can be customized to prepopulate additional fields on the opportunity creation form. To do this, add the desired field names, API names, and values to the URL, separated by commas. For example:

/lightning/o/Opportunity/new?account={!Account.Id}&primary_contact_id={!Contact.Id}&stage_name={!Stage_Name}&probability={!Probability}&forecast_category={!Forecast_Category}&Name={!Name}&CloseDate={!CloseDate}&amount={!Amount}&type={!Type}

Usage

Once the custom button has been created and added to the contact page layout, users can create opportunities directly from the contact record by clicking the New Opportunity button. The opportunity will be created with the specified account, primary contact, stage name, probability, forecast category, name, and close date. Additional fields can be prepopulated by customizing the URL in the custom button.