How to Navigate Directly to FCR Opportunity Creation Page In Lightning

Overview

Available in V1.39.X and later.

FCROppNew is a lightning action override component that pre-populates Opportunity fields from a contact or account. Creating New Opportunities Through the Salesforce UI explains how to override the New Opportunity button to navigate to the component from a contact or account record page.

Starting in V1.39.X, FCROppNew implements the isUrlAddressable interface, which allows a developer to redirect a user directly to this component.

This 2-step article covers how to navigate to the opportunity creation page through code, providing developers with more flexibility to create an opportunity from any lightning component.

Step1: Include lightning:navigation instance in your lightning component

<aura:component description="Your calling component">
    <aura:attribute name="contID" type="ID"/>
    <lightning:navigation aura:id="navService"/>
    <lightning:button label="Navigate" onclick="{!c.handleClick}"/>
</aura:component>

In this example we will make the navigation after a button click.

Step 2: Define a page reference and navigate to FCROppNew

handleClick: function(cmp, event, helper){
    var contactID = cmp.get("v.contID");
    var navService = cmp.find("navService");
    var pageReference = {
        type: 'standard__component',
        attributes: {
            componentName: 'FCRM__FCROppNew',
        },
        state: {
            "FCRM__recId": contactID,
            "FCRM__oppRecTypeId": "012XXXXXXXXXXXXXXX"
        }
    };
    event.preventDefault();
    navService.navigate(pageReference);
}

• componentName must be 'FCRM__FCROppNew'.
• FCROppNew requires a contact/account record ID to work correctly. You must pass a valid ID to 'FCRM__recID'.
• Optional: You can pass a valid opportunity record type ID to use when creating an opportunity. Otherwise the default record type for the user profile is used.