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Chidanand Magadum 24Chidanand Magadum 24 

How to Pull the field value from account to Opportunity field

Hai Guyz,

I wanna pull the data from custom field of an account to opportunity field. So How to get this done?
Make it Formula field where formula will be Account.FieldName
Robert ZentgrafRobert Zentgraf
Hi Chidanand,

there are to ways:
1. You can create a formula field on the opportunity. So, every change on the account field is visible on the opportunity.
2. You can create a workflow which fires when you create a new opportunity to update the field on the opportunity only for one time.



Suppose you want to display Account Name on Opportunity detail page.Create a Formula Field on Opportunity object as follows:

Data Type: Formula
Field Label: Account Name
Field Name: Account_Name
Formula Return Type: Text
Formula: Account.Name

You can select any field which you want to display by clicking on "Insert Field" button and selecting "Opportunity > Account > Your_Desired_Field"