I am working as a Salesforce system admin, and in our Org, we have the Create Opportunity button removed / disabled from almost everywhere. We only want the users to create a new Opportunity from the Contact records.
For this, we have two options: to create opportunities from the New button in the Opportunity section on the contact or to add a screen flow to the Contact record page to create opportunity records.
Create an Opportunity from a Contact in Salesforce
In this approach, we will create the opportunity record from the Contact record page, and for that, navigate to the Sales app or the setup page of Salesforce and follow the steps below.
1. On the setup page, click on the App launcher and navigate to Contacts. If you are in the Sales application, click on Contacts.
2. In the Contact tab, open the contact record in which you want to create an Opportunity record.
3. On the Contact record page, scroll down to the section Opportunities section and click on the New button.
4. When we click on the New button, an opportunity will appear on the screen. There, enter the required details and click on the Save button.
5. Now, the new opportunity record will be created and visible in the Opportunity tab and also in the Opportunities section of the contact record.
6. In the new opportunity, the contact through which we created this opportunity will appear in the Contact Roles.
This way, we can create an Opportunity from the Contact record in Salesforce by following the above steps.
Create an Opportunity from a Contact with Salesforce Screenflow
Now, we will create a Lightning screen flow through which we will create an Opportunity record, and the screen flow will be deployed on the contact record page.
To create a screen flow, navigate to the setup page of Salesforce, and follow the below steps.
1. On the Salesforce Lightning’s setup page, go to the Quick Find box and search, then select Flows under Process Automation.
2. In the flows setup window, click on the button New flow.
3. Select the option to start from scratch and click Next. In the next window, select the option to Screen flow and click Next.
4. Click on the “+” icon in the flow canvas and add an Screen element.
5. To create opportunity records, we need to add the fields that are required to create an opportunity record to the flow screen.
- Add the Text component to the screen and enter the Label and API label as Opportunity Name.
- Add the Date component to the screen and enter the label as Close date.
- Add the Currency field and enter the label as Opportunity amount.
6. For the Opportunity stage field, add a Picklist component to the screen and enter the label as Opportunity stage. Click on the Choice field in the left sidebar and select New Choice resource.
7. Enter the below details to create a choice set for the opportunity stage picklist.
- Select the Resource Type as Picklist Choice Set.
- Enter a relevant API Name and select the Object as Opportunity.
- Select the Data Type as Picklist and Field as StageName.
- At last, click on the Save button.
8. To create a relationship between the new Opportunity and the Contact, add a Lookup field to the screen and label the fields below.
- Enter the Label and API name for the lookup field.
- Enter the Field API Name as ContactId and Object API Name as OpportunityContactRole.
At last, click on the Done button to save the screen element.
9. Add a Create Record element to the flow and enter its Label and API Name. In the How to set record field values field, select Manually. Then, in the Object field, select the Opportunity object.
10. In the section Set Field Values for Opportunity we have to map the opportunity field with the fields we defined in the screen element. Now, map the fields according to the table below.
| Field | Value |
| Closedate | Close_Date(date field) |
| Name | Opportunity_name (text) |
| StageName | Opportuntiy_stage ( picklist) |
| ContactId | Opportunity Contact (Lookup) |
11. Now, Save and Activate the flow.
The screen flow is created. In the next few steps, we will add the flow to the Salesforce contact record page.
Add the Screen flow to the Contact Record page
To create opportunities through screen flow on the Contact record page, we have to add the flow to the page, and for that, follow the steps below.
1. Navigate to the contact tab and open any contact record.
2. On the Contact record page, click on the gear icon and select the option Edit page.
3. As we click on the Edit page, it will open in the Lightning app builder. Here, from the Components section on the left-hand side, drag the Flow component to the screen region.
4. On the right side of the window, go to the Flow field and select the flow that we have created in the steps above.
At last, click Save to apply the changes to the contact page layout.
5. Go back to the Contact record page, and there, you will see the opportunity field in the screen flow. Now, enter the field details and click on the Next or Finish button.
When we click on the Next button, the Opportunity record is created, and it appears in the Opportunities section of the Contact record page.
If you open the Opportunity record, you will see the contact is added as the Opportunity Contact Role.
This way, you can create Opportunities from a Contact record page using the flow in Salesforce.
Conclusion
In this Salesforce tutorial, we have discussed about the two ways to create an opportunity record thourgh the contact record page where we created the opportunites recors from the New opportunity button and later we created a screen flow and added it on the contact record page though which we can create an opportunities.
By following the steps above now you will be able to create the Opportunities from the Contact record page and with that you can set opportunity cocntact relationship in your Salesforce environment.
You may also like to read.
- Add or remove Opportunity Team members with Data Loader in Salesforce
- Mass Update Territory on Opportunity records via Data Loader in Salesforce
- How to Import Opportunity Contact Roles with Data Loader in Salesforce
- How to Clone Opportunity in Salesforce
- How to Set Up Opportunity Teams and Opportunity Splits in Salesforce
- How to Create an External ID in Salesforce?
- How to Make a Contact Primary in Salesforce Opportunities
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
