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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!









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.