In this recipe, we will create a Lightning Action that is presented on an account record page that allows users to create opportunities with a pre-populated set of data.
Upon clicking the Lightning Action, the Close Date and the sales stage are pre-populated, which prevents users from having to select and enter this information to improve data quality and save time.
Carry out the following steps to create a pre-populated opportunity record using a Lightning Action from within the account record page:
- Click on the Setup gear icon, as shown in the following screenshot:
The Setup gear icon is located in the top right-hand area of the main Home page.
- Click the
Setup
option, as shown in the following screenshot:
- Navigate to the
Account customization setup
page by clicking the following:Objects and Fields
|Object Manager
|Account
|Buttons, Links, and Actions
. - Locate the
Buttons
,
Links
,
and Actions...