I'm having a custom opportunity name field on the opportunity object, that is always consisting out of the "Account Code" Field + actual opportunity name.
My idea is to automatically update/populate the value of this field via a process.
The problem is that my acccount code field is existing on the account object and when building a process I can only select fields that are existing on the opportunity object.
Now do I really need to create the "account code" field as well on the opportunity object in order to achieve to build the proper process or do I miss something?
I'm actually not really keen on having a "duplicate" account code field on the opportunity object only to be able to select this field in the process builder (formula builder part).
Any best practices?
This is what I'm trying to achieve in the end;
Field A Value(text, its on the account object): Good
Field B Value (text, its on the oppty object): Morning
Field C Value (auto populated by a process, its on the oppty object): Good Morning
Thanks for your help,
Philipp
5 risposte
Custom Fields end with __c
Did you scroll throught the complete list of Account Fields on the far right window?
Can you post a screenshot of the Account Code field on the Account object?
