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

ABC Insurance Corp is trying to get the opportunity from XYZ Consulting company to provide health insurance for all XYZ Consulting company employees. Sales user wants to track all the data as part of this opportunity.

Note:

1. Feel free to create fields if they do not exist in the system and also map them in the DataRaptors.

2. * - represents required field.

Task 5: Please find the hands on challenge for the above requirement.

1. Create OmniScript and add below input fields using OmniScript elements on step.

Opportunity Name ==> Text

Close Date ==> Date

Stage ==> Picklist --> refer to the Opportunity stage field

Primary Contact ==> Lookup ==> Create a lookup field to Contact in the Opportunity ==> Retrieve all the Contacts related to that Account and show in the lookup field in OmniScript. Once user selects this map to Opportunity Primary Contact lookup field.

2. Concatenate the Opportunity Name and Close Date with a hyphen (-) and save it to Opportunity Name field.

3. Save the input Opportunity data and associate it with the Account record.

4. Create a FlexCard and add Action element to launch the above OmniScript as a button by give name as 'New Opportunity'.

5. Navigate to Account record and select settings from there click on Edit page to launch Account Lightning Record Page, then place this FlexCard to create Opportunity using button option.