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Lee RoquetLee Roquet 

How do I move a custom field on an opportunity to the account details area?

I have created a few custom fields on an opportunity and I want to carry these feilds to the Account details area. Can this be done? Or, should I have create the fields on the account and linked them to the Opportunity recod? If I did this backwards can I fix this or do I have to start over?

Thanks
Best Answer chosen by Lee Roquet
Steve BlackwellSteve Blackwell
It sounds like you could have fields on the account to store what you need, and then simply make formula fields on your opportunity object if you want to pull through those details then.

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Ankush DurejaAnkush Dureja
I you want account fields to be populated on Opportunity. Then you can use cross object formula field on Opportunity.

If you want Opportunity field to be populated on Account, then you can use processs builder:
https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_builder
But here you will be able to see only one of opportunity data on account as you can have multiple opportunity on single account.
Lee RoquetLee Roquet
Thanks for the help. The fields are focused on account environment so they would be the same for all opportunties. 

Cheers
Steve BlackwellSteve Blackwell
This won't be an easy thing to do for the simple fact that opportunities and accounts aren't a 1:1 match. How did you plan on handling things when one account has multiple opportunities under it?

There certainly are ways to push information from opportunities to accounts that are easy to do, but the trouble becomes information accuracy when you potentially run into multiple opportunities all trying to push something to an account.

If you can elaborate on what type of details these are, and how you need to use them within the system from the account, then there may be better options such as showing them in the opportunity related list (if you just need to see them on an account), or using an accounts with opportunities report (if needed for reporting).
Lee RoquetLee Roquet
Great point. We could have multiple opps for one account but the configuration for the account would be the same for all opportunities linked to this account. The best option I think is to have the fields on the account only and then the user can look at the account for the details....good learning lesson for me, thanks for the help. Cheers
Steve BlackwellSteve Blackwell
It sounds like you could have fields on the account to store what you need, and then simply make formula fields on your opportunity object if you want to pull through those details then.
This was selected as the best answer
Lee RoquetLee Roquet
Thanks Steve, that sounds like the best and right path. I am fixing it now, thanks for the help
Glenn BarthGlenn Barth
Lee and others with similar questions like this, if you have a Database Analyst in your company, please take advantage of their skills.

End users frequently ask for a new field that they want placed on an object to meet a reporting or other departmental business need. In many cases that field may already be available from another system where the data is trusted. It is always better to synchronize data from the trusted source and place the field on the right object. The DBA can find the right field, and help you put it on the right object. Otherwise you will inevitably run into a mismatch where no one knows which field is accurate and a clean up initiative will need to be launched.