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Topics#Sales And MarketingPregunta de Margie Yeung
Margie Yeung (Appian) preguntó en #Sales And Marketing
9 abr 2012, 16:34

Copy account field to opportunity field?

I'm trying to track industries associated with opportunities. I'd like to add a custom field (picklist) to the opportunity object and have it populate with the value from the industry field in the account record.  How do I do this? Thanks.
5 respuestas
  1. Aiden Martin (Bell Aliant)
    9 abr 2012, 16:52
    You can create a custom formula field that displays the Account Industry field on the Opportunity field.  But you don't need to do this if it's only for reporting purposes.  An opportunity report will allow you to display all of your Account fields, including "Industry".

     

    Here's how to create the custom field.

     

    Setup...App Setup...Customize...Opportunities...Fields...click the New Button.

     

    Data Type = "Formula"

     

    Return Type = "Text"

     

    Name it...Next

     

    Click the Insert Field button:

     

    Opportunity > Account > Industry....click Insert

     

    Wrap the formula with TEXT() so it looks like:

     

    TEXT( Account.Industry )

     

    Add it to your page layout and save.

     

    Aiden
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