I'm new to learning SFDC customisation, and have been tasked with improving it on request of our sales team. All we need is to pre-fill the "Opportunity Name" and "Expiry Date" fields, but I have hit a wall after nearly a whole day...

I can't seem to create an Action for record type Quote, so instead I am trying a custom button using URL hacking as follows:


This works nicely - but it leaves all other fields such as "Prepared For" and addresses (usually pre-filled on the vanilla "New Quote" button) blank. I am having trouble allocating either of these fields.

Is there a way to only change fields we specify, or instead how to allocate the Opp's Primary Contact Role (name, email and phone) and Account's addresses?

Any help gratefully received - apologies if I have omitted any important details, just ask.


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