I would like to have our users select a billing contact within each opportunity-they will do this from a lookup field to contacts in our system(this part I've implemented), but rather than re-writing the contacts e-mail address and phone number I'd like to bring these fields so Contact.Email Contact.Phone into the opportunity fields. How can do I do this? Do I need to learn Apex and write custom code to do so or is there a way to bring field values for a specific contact(selected from lookup) into an Opportunity object?
Thank you!
7 respostas
ok here is the thing you need to do. No need to write trigger
Creaet two formula fields on opportunity object
1. Contact Phone | Return Text | formula text = Billing_Contact__r.Phone
repeat same for Email.
and you will get it as soon as you select biling contact and save record. Screen shots are attached for your help.
