How to copy the values in custom fields in account into same custom fields in Opportunity?

[former_member741187]

Hi C4C expert,

Would you please help one thing?

When a user select account in Opportunity, we try to copy the values in 'market' & 'market segment' custom fields in account into same custom fields in Opportunity.

Would you please help how to achieve this through configuration change?

Thank you so much.
Joseph

[former_member333491 · Accepted solution]

Hi Joseph

Do you mean you have the same 'Market' & 'Market Segment' fields in Account IT, and you want the fields in opportunity TI pick the values from account? If yes, you can check the Extension Scenario (from account TI) for the 2 fields in adaptation mode, if there's an extension scenario from account header to opportunity header, it can help with this request.

[former_member741187 · Accepted solution]

Hi Claire,

I was able to solve it according to your advice.

Thank you so much.