Populate Account in Contact Quick Action Button

Question

We have a quick action button that creates a new opportunity with pre-defined fields. I'm trying to have the account flow into the opportunity and it's giving me some issues.

I've edited the layout to have account populate, and when I set the Account Name in the predefined fields I get this error:

Formula result is data type (Text), incompatible with expected data type (Lookup(Account)).

How can I get the Account to automatically populate in this instance?

Steve Molis · Accepted Answer

Here's one I use on my Dev org =>

Steve Molis · Answer

Can you post screenshot of what you have built?    Did you set the default Opportunity Account Id to  Contact.AccountId

Populate Account in Contact Quick Action Button

Data Management

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