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Expert Level

Prefill customer Account and Contact data from database

As a sales user, I want to see all the prefilled information on Account record and can edit the details of Account and related Contacts.

Review modified Account and Contact information on Account record page

As a sales user, I want to review all the important Account and related Contact information on a button click from the Account page.

Create Opportunity for customer Account using 'New Opportunity' button.

As a sales user, I want to capture the Opportunity details for an Account with the required information.

Navigate the flow back from where it is launched in a community on Cancel and Close button

Creation and working on navigation of community pages.

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