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Chidanand Magadum 24
How to Pull the field value from account to Opportunity field
Hai Guyz,
I wanna pull the data from custom field of an account to opportunity field. So How to get this done?
I wanna pull the data from custom field of an account to opportunity field. So How to get this done?
there are to ways:
1. You can create a formula field on the opportunity. So, every change on the account field is visible on the opportunity.
2. You can create a workflow which fires when you create a new opportunity to update the field on the opportunity only for one time.
Regards
Robert
(mindforce: http://www.mind-force.de)
Suppose you want to display Account Name on Opportunity detail page.Create a Formula Field on Opportunity object as follows:
Data Type: Formula
Field Label: Account Name
Field Name: Account_Name
Formula Return Type: Text
Formula: Account.Name
You can select any field which you want to display by clicking on "Insert Field" button and selecting "Opportunity > Account > Your_Desired_Field"