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NevDev How to auto populate a lookup field in a related record
I have a custom object Called TL which has a lookup field to Opportunity and to Account. If I create a TL record from within an Opportunity record I would like to auto populated the Account Lookup field with the same details that are on the Opportunity Account Field.
The Salesforce Edition that I am working on is a Professional Edition.
Can this be achieved on Professional?
The Salesforce Edition that I am working on is a Professional Edition.
Can this be achieved on Professional?
Instead of creating a lookup field to account , just create a lookup field to opportunity and create a formula field(Select required account details as shown in below image) with return type as text which will
fetch account details related to the opportunity.
I tried this in developer editon,
Its working. Please try in professional edition as well.
Attached an image for your reference.
Thanks for your reply. I should have mentioned in my post that the reason the Account field in TL is a lookup field is becuase the TL record needs to show as a related list item in the Account record.
It's becuase of this that a custom formula field won't work.
A bit of custom code was required for this to work.