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hy! I have created new custom button named as "Readmit" on detail page of opportunity in lightning view.i want to make this functional, such as that when a user click on this button,a new opportunity should generate with "Opportunity Name","Phone" and "Mobile" of current opportunity.

please guide me how i can do this.

  • What kind of button have you created? Is it visualforce page button or Lightning Component button or Javascript or url? – sanket kumar Sep 7 '18 at 11:27
  • Thanks for reply, i have created visualforce page button, i don't know this is right or not, actually i am new to salesforce. please have look image. pasteboard.co/HCMdAHy.png – uzman Sep 7 '18 at 11:37
  • Is there a relationship between old opportunity and new opportunity? A lookup field? You can use standard quickactions with predefined fields. – Pranay Jaiswal Sep 7 '18 at 11:38
  • No there is not relationship between old and new opportunity. – uzman Sep 7 '18 at 11:40
  • Yopu might have to look into lightning data services component, – Pranay Jaiswal Sep 7 '18 at 11:43
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@Uzman I am sharing a sample code which you can use to achieve your functionality:-

Here is your VF page where I am calling the action from Controller which will create the new Opportunity:-

<apex:page standardController="Opportunity" extensions="CLONEController" action="{!cloneOpp}">
    <apex:slds />
    <apex:pageMessages />
</apex:page>

Now, In your apex:-

     public class CLONEController{
            private PageReference pr;
            public Opportunity oppy {get;set;}  

        public CLONEController(ApexPages.StandardController controller) {
                String oppId = ApexPages.currentPage().getParameters().get('Id');
                oppy =[ select Id,Name,StageName,Type,CloseDate,AccountId,Amount from opportunity where id = :oppId];
            }
    public PageReference cloneOpp()
        {
            Opportunity newOpp = oppy.clone(false, true, false, false);
            newOpp.AccountId = oppy.AccountId;
            newOpp.Name = oppy.Name;
            newOpp.StageName = 'Pre-Qualification'; 
            newOpp.Type = 'New Business';
            newOpp.CloseDate = Date.Today();
            try{
            insert newOpp;
            return new PageReference('/' + newOpp.Id + '/e' );    
            }
            catch (DMLException e)
            {
            ApexPages.addMessage(new ApexPages.message(ApexPages.severity.ERROR,'Failed to create clone'));
            return null;
            }
    }
}

Now make use of it as a button and use it on Your Opportunity Layout. It will work in both Classic and Lightning.

Hope it helps you.

  • thanks for code snippet, can you further explain that where i have to write the apex tag related code and where have to write the class and methods. – uzman Sep 7 '18 at 11:53
  • You don't need to add anything further in vf page. What you all need is setting the default value in apex controller like I have done in cloneOpp() method. I have set the default value of Name, stage name,accountid,Type, Closedate. Like that you can set any field you want. – sanket kumar Sep 7 '18 at 11:58
  • where does apex controller exist ? – uzman Sep 7 '18 at 12:01
  • I have given you two things in my snippet. The first one is a visualForce page and the second one is the apex controller of that page. – sanket kumar Sep 7 '18 at 12:03
  • i am trying to create new apex class, but there is no link to create new apex class, please see the image. pasteboard.co/HCMsI0h.png how i can create new apex class ? – uzman Sep 7 '18 at 12:14

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