You need to sign in to do that
Don't have an account?
DY24
Auto Populating lookup field
I have a lookup field to the Contacts object on Opportunities object which is to define the Primary Point of Contact (dont want to use Contact Roles). There is another lookup field on that Contact record page which is supposed to be a lookup back to the Opportunity.
When a Lead gets converted to an Opportunity, I want my sales rep to use the lookup field (Primary Point of Contact) to select the contact. From there, I would like to have the Opportunity lookup field on the Contact Record page to be populated.
How can I configure this?
When a Lead gets converted to an Opportunity, I want my sales rep to use the lookup field (Primary Point of Contact) to select the contact. From there, I would like to have the Opportunity lookup field on the Contact Record page to be populated.
How can I configure this?
See opportuntiy trigger example