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  • Todd Hartnett
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3 replies

Hello, I am simply trying to update a custom field on Account with a value from Opportunity.

I have a custom field in Account that I want to populate with a value from Opportunity when the oppty is 'Won'. I have a Workflow Rule that includes this step. I am trying to write a formula in a Workflow Action that simply sets the Date value on Opportunity into a Date value on Account.

This seems terribly simple and I am not able to find the syntax to put in the formula editor to accomplish it.

Any help is appreciated. Thanks

3 replies

Hello, I am simply trying to update a custom field on Account with a value from Opportunity.

I have a custom field in Account that I want to populate with a value from Opportunity when the oppty is 'Won'. I have a Workflow Rule that includes this step. I am trying to write a formula in a Workflow Action that simply sets the Date value on Opportunity into a Date value on Account.

This seems terribly simple and I am not able to find the syntax to put in the formula editor to accomplish it.

Any help is appreciated. Thanks