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Full Circle Insights

Response Management KB 1001: New Opportunity Lightning Quick Action

Issue

When creating new opportunities from a contact most customers use the standard Salesforce New Opportunity button with a Response Management override. Response Management also provides a Lightning Quick Action button solution.

Solution

Version 1.22 of Response Management includes a Lightning Quick Action called “New Opportunity” (API name: FCR_OppCreateAction) that can be used to create Opportunities from Contacts following Response Management workflow rules and guidelines.

Pre-requisite: Lightning components require My Domain, and Domain Deployed to Users. For more information go to Salesforce Setup | Domain Management | My Domain.

To Configure:

Add button to layout(s)

  1. Go to Lightning Experience
  2. Setup | Object Manager | Contact
  3. Page Layouts
  4. Click the layout you want to add the Action to
  5. Click "Salesforce1 & Lightning Actions"
  6. Add "New Opportunity" (FCR_OppCreateAction) to the "Salesforce1 and Lightning Experience Actions" section
  7. Save the layout

Disable the Salesforce Opportunity 'New' button.  (Please note that this will also remove the standard New Opportunity button from the Opportunities related list for users operating in Salesforce Classic.)

  1. Go to Setup | Customize | Contacts | Page Layout
  2. On the Opportunity Related List, click the wrench
  3. Click the + next Buttons d.    Uncheck “New”
  4. Save the layout

To Test:

In order to confirm that you have configured the workaround correctly, use the follow test scenarios.

Contact with no active response:

  1. Create a new contact.
  2. After saving the new contact, confirm that the New Opportunity Quick Action appears at the top of the contact detail page, near where the Edit, Delete and Clone buttons appear.
  3. Click the New Opportunity button
  4. Complete the form and click Save
  5. Verify that you see the expected error message: “The Contact for this opportunity requires an active Sales Campaign. {FCRM–101179}”

Contact with active response:

  1. Create a new contact.
  2. After saving the new contact, confirm that the New Opportunity Quick Action appears at the top of the contact detail page, near where the Edit, Delete and Clone buttons appear.
  3. Add an active response using the Full Circle Response Prompt Selector on the contact.
  4. Click the New Opportunity button.
  5. Complete the form and click Save.
  6. Verify that a new opportunity was created for the contact and the following are populated:
    • Primary contact role is the contact from which the opportunity was created
    • Admin Originating Contact is the contact from which the opportunity was created
    • Response ID field is populated with the ID of the active response
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