Carry out the following steps to create a pre-populated opportunity record using a Lightning Action from within the account record page:
- 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.
- Click the Setup option, as shown in the following screenshot:
- Navigate to the Account customization setup page by clicking the following: Objects and Fields | Object Manager | Account | Buttons, Links, and Actions.
- Locate the Buttons, Links ...