How To Pull In Account Field Information Onto Opportunity Field When Creating An Opportunity On The Account Page?
Last updated on JANUARY 30, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
On : 188.8.131.52.0 version, Accounts, Contacts, Households
How to pull in current account information on when creating an opportunity on the account page
The requirement is how to pull in current account field information when creating an opportunity from the sub-tab account page.
E.g., when a user goes to an account page and wants to create an opportunity from there, the custom field, dealer sales person, is supposed to automatically populate with the name of the dealer sales person from the account.
How could I pull this information?
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