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aharrisonaharrison 

Populate Opportunity Page with data in Account Fields

Please provide the formula required to pull the data from Account: Phone and Account: Physician [custom] into the Opportunity page for that Account. 

 

Thank you,

Amy

Best Answer chosen by Admin (Salesforce Developers) 
netTrekker_ADnetTrekker_AD

All you need to do is create a custom text  formula field on the Opportunity.

 

In the formula window , click Insert Field, Click "Account >", Click "Phone", then Add.

 

Repeat this on a second formula field for the custom field you requested.