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Create Service Request once Opportunity is Won

in Sales 1 comment

Summary: Once an Opportunity is Won, there is a requirement to create a Service Request


Content (please ensure you mask any confidential information):

Similar to a Lead conversion(Copy Maps), when an Opportunity reaches a certain Sales Stage(Won), how can a Service Request be created automatically for the specific Opportunity record? Is Copy Maps also applicable for this requirement? How to be able to trigger the Copy function.

Version (include the version you are using, if applicable): 24B

Code Snippet (add any code snippets that support your topic, if applicable):

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