Scenario: I currently have an Action associated with the Account object that creates a new Opportunity, with fields mapped to that new Opportunity, from the Account where the user clicks the Action. I am attempting to replicate an existing business process that uses a URL hack embedded in a JavaScript button in classic. The action does everything that I need it too, except for navigating to the newly created Opportunity.

Question: Is there a method using Flows, Process Builder, or some other means, to make a 'Create a Record' Action automatically navigate to the newly created record, without the user needing to click a link in the related list, after the Action runs?

Note: I am trying to do this without writing any code, using only Administration.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.