Create New Opportunity Starting with a Contact

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I’m creating a batch entry process for entering Opportunities. I'd like to start by allowing the user to find/create a Contact. I'd then like to auto-populate the Opportunity’s Primary Contact, Contact Role, and Account based on information from the Contact selected. I also want to use the Contact Name, Amount, and Close Date entered to generate the Opportunity name (e.g. John Doe Opportunity $450 7/5/2016. Would anyone be able to give me some suggestions or sample code get started with this?

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Adam Saunders

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Posted 2 years ago

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Rob Hatch, Official Rep

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Ok.  I've done similar things.  Here is a sketch. 

Create models for new contact, new oppty, new opty contact role.  All should "create new record"

Create a model for existing contacts. 

Build a contact table.   With a row action that fires a set of action fwk sequences.  These should be as follows. 

1. Create new row on oppty model that pre-populates account. 
2. Create new row on oppty contact role model that pre-populates contact,  opportunity, role and primary.

Creating the new row in step 1 above will expose a field editor where you can finish the rest of the opportunity data. 

A save button at the bottom of the opportunity does the following actions. 
1. Update field on row.  Choose the Name field and update its value with something like  {{$Model.OppyContactRole.data.0.Contact.Name}} Opportunity {{Amount}} {{CloseDate}} 

Note.  If the save button is on a page title bound to the new opportunity model,  then the amount and close date will be available directly.  (Hence just {{Amount}}.  The contact name however is not directly on the opportunity so you need to use global merge syntax to get the contact name.  


For the "new contact creation branch"  have a button that does "create new contact"   and opens a form (maybe in a popup). 
The save button below the new contact creation form should save the contact and then do a similar set of actions as the row action for the existing contact table above. 

Hope this helps. 
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Adam Saunders

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Thanks Rob! I'm working on wrapping my head around this and implementing. Do you have any code snippets you could share to get me on the right track?