Hi all,
Looking to understand what everyone thinks is the best way to edit an account field within an opportunity page layout. I understand I can embed a VF page in the page layout, but as i am going across objects if this still possible?
Any ideas will be greatly recieved!
thanks
matt
답변 1개
Depending on exactly what you are looking to do you might be able to accomplish this using a Cross-Object field update.
You would need to create a field on the Opportunity (of the same type that you want to update on the account). Then, whenever a value is put into the field on opportunity the Cross-Object field update would update the field on the account.
You can read more here:https://help.salesforce.com/HTViewHelpDoc?id=workflow_cross_object_field_updates.htm&language=en_US
