function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Todd HartnettTodd Hartnett 

Hello, I am simply trying to update a custom field on Account with a value from Opportunity.

I have a custom field in Account that I want to populate with a value from Opportunity when the oppty is 'Won'. I have a Workflow Rule that includes this step. I am trying to write a formula in a Workflow Action that simply sets the Date value on Opportunity into a Date value on Account.

This seems terribly simple and I am not able to find the syntax to put in the formula editor to accomplish it.

Any help is appreciated. Thanks

Todd HartnettTodd Hartnett
Over-thought my solution. Not only did it seem terribly simple, I was terribly simple.

Solved.
samyuktha reddy etikayalasamyuktha reddy etikayala
There is already Relationship provided by Salesforce for Account and Opportunity. You can add a custom formula field on Opportunity and use Account field in formula editor to capture information from Account to Opportunity level. 
Take a look Building Cross-Object Formulas in the Simple Formula Tab
Todd HartnettTodd Hartnett
Thank you. I had everything but the syntax for the formula editor which I finally realized only needed the field name from Oppty.

I appreciate your reply.