When creating a path for the opportunity object, is there a way to bring in fields from the account object? - Answers - Salesforce Trailblazer Community
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Priya VinPriya Vin 

When creating a path for the opportunity object, is there a way to bring in fields from the account object?

Hi There, 

I have created a path in lightning for opportunities and want a pop-up window to appear that displays key fields from the account object if the opportunity is closed won. 

For example, if a rep close wins an opportunity, I would like a seperate pop-up window to appear on the opportunity with account fields the rep should veify, like payment terms, contract terms, etc. 

If someone can point me in the right direction, that would be great! 
Best Answer chosen by Priya Vin
Narender SinghNarender Singh
You can create a screen flow showing account details. Put this screen flow on the lightning record page and add a conditional visibility on the flow to only appear when the stage is Closed Won.

All Answers

Narender SinghNarender Singh
You can create a screen flow showing account details. Put this screen flow on the lightning record page and add a conditional visibility on the flow to only appear when the stage is Closed Won.
This was selected as the best answer
Priya VinPriya Vin
Thank you!