How to do it...

Carry out the following steps to create a pre-populated opportunity record using a Lightning Action from within the account record page:

  1. Click on the Setup gear icon, as shown in the following screenshot:

The Setup gear icon is located in the top right-hand area of the main Home page.

  1. Click the Setup option, as shown in the following screenshot:
  1. Navigate to the Account customization setup page by clicking the following: Objects and Fields | Object Manager | Account | Buttons, Links, and Actions.
  2. Locate the Buttons, Links ...

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