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Jane Nguyen
How to create an Account field that will pull the most recent Opportunity Next Steps field?
Is there a way to do this? I know I can create an Account field that will pull most recent Opportunity amounts, dates & picklist texts, but what about text that will be different for each opportunity? This would be helpful. Thanks!
Workflow rule when opp. is created or updated and ISCHANGED ( Next Step) (perhaps also AND NOT(ISBLANK(NextStep) if you wish)
Opportunity field update to set your Account text field to NextStep.
(Please "like" this answer if it helps.)
All Answers
A trigger on Oppty which fires every time a new Oppty is created or Next Steps field is updated for existing one.
Workflow rule when opp. is created or updated and ISCHANGED ( Next Step) (perhaps also AND NOT(ISBLANK(NextStep) if you wish)
Opportunity field update to set your Account text field to NextStep.
(Please "like" this answer if it helps.)