how do I copy category values to opportunities?

Question

I have category information at the account level that I would like to be passed on when I create a new opportunity as well as any existing opportunities

Mark Passovoy · Answer

If you connect your Opportunity to an Account via a lookup, you can use formula fields to display data from the Account on the Opportunity such as your catagory. This will be a read-only field that will only update when the account catagory field is updated.

how do I copy category values to opportunities?

Data Management

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