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Structure Pull Account Name and Other Opportunity Fields into a Contract
Business Use: We have a one-to-one relationship between opportunities and contracts. Every opportunity that is sold results in a contract.
Current Setup: We have lookup fields setup that allow users to create a new contract from an opportunity.
Request: When in the new contract screen, we would like some information to pull in from the opportunity automatically (account name, business unit, etc). As I understand it, this requires formula fields. Has anyone done this before or know what I need to do to make this happen?
I appreciate any insight you can give!
Thanks,
Natalie
Hi,
Yes you are right. you can do this using
Formula fields or
Workflow field update or
Apex trigger
Of all these creating formula fields will be the best solution.
Thanks
Srikanth