Custom Field On Opportunity Pages That Displays Customer's Company
Last updated on JANUARY 12, 2018
Applies to:Oracle Fusion Sales - Version 220.127.116.11.0 and later
Information in this document applies to any platform.
How to business requirement
Client's sales configuration allows for Organizations (Accounts) or People (Contacts) to be the Customer of an Opportunity.
If an opportunity exists who's customer is a type = Person, client wants to have a custom field in opportunity pages that pulls the Contact record's Sales Cloud Account (the company the person works for) and displays it in a non-editable, searchable field.
Tried doing this from App Composer:
1) New custom field of type Text named "Company Name" (2) Under the Default Value section, added this as an Expression:
3) Check existing opportunities where customer is Person, after Save and Continue = new field is blank
4) Check by creating new opportunities where customer is Person, after Save and Continue = new field is blank
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