Hi Friends - I am looking for a Lightning solution for the following use case:
We want users to be able to input values on custom fields on an opportunity record that will update fields on account and contact records. Ideally, these fields would live on the right side/column of the opp page.
Is there an app that could provide this functionality? Or does anyone have a link to documentation for a Lightning component that accomplishes this? Or are there better solutions I could look into? Any suggestions are welcomed. Thanks!
@Christine Chapa If I understand your scenario correctly, I actually did something very similar with a lighting component and a process builder.
I used a quick action and a lighting component to bring in the fields on the account into the sidebar of the opportunity where they can be directly edited.
From there you can use a process builder that pushes those field values down to all contacts everytime they are edited or you can build an equivalent lighting component on the contact page depending if you actually need the fields on the contact record (like I did) or just need them visible from the contact record.
