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peteppetep 

How to Auto-Populate Account City Values in Opportunities

Hi,

 

One of my users requested that he sees the Account City in his Opportunities list view.

 

I need to first create this field in Opportunities then the data needs to propagate.

 

Thanks,

Pete

VinnySusanthVinnySusanth

Hi, You can create a custom Formula field on Opportunity object and then make it visible on the Opportunity page layout.The formula can be something like:

 

 Account.BillingCity

 

 

 
peteppetep

Hi,

 

This doesn't work.

 

Select Field Type has these dropdowns:

$Organization

$User

 

I need to pull data from Accounts or Contacts into another Object.