Won Opportunities related to that specific Account. Example: Account A has Opportunity B. Opportunity B has Products C and D. Related List would sit on Account A, and show Products C & D in list/line item format.
I would like to accomplish without Visualforce / APEX or using Assets if possible, and it seems like it should be doable. I've read to add a custom Lookup filter, but I can't seem to get that correct.
Can someone give me some guidance? Thanks
답변 2개
There is no direct relationship between Products and Accounts. The relationship is through Opportyunity. At a high level, you need to establish a relationship between the two. The most intuitive place would be at the Opty Line Item level, and you can create some automation using Process Builder to create the relationships for you. The issue with doing it this way is you can end up with the same product related multiple times. For example I buy a widget from you today and then 2 months now by 2 more widgets. I am now going to have two separate widget entries even though it's the same product. Maybe that's not an issue but if you are trying to get a roll up view or a distinct view it would be a problem.
Hope that helps some and let me know if you have any additional questions.
