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sreekanth reddysreekanth reddy 

Opportunities record type filter on Account page

Hi All,

I need a field update on account page based on opportunity record types. As we have multiple record types for opportunities lets say for example A and  B. Whenever an Account has record type opportunity and aslo B record type opportunity, i need a filed update on the account page to know this. I am using below formula field but its not working

IF( Test1__r.RecordType.Id = "12345678932565", true,false)

                Please help

Prad NethasPrad Nethas
Hi Sreekanth,

Can you please explain in detail. Are you trying to update the account through opp?
Correct me if I am wrong.

If you have opp with eigther rectype-A or B then you want to update a field in Account?