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extension field - lookup type

I would like the opportunity page to display the value of an extension field created in the account, automatically updated to the value selected in the account. ( Ex. Account YTD revenue or some other). Is this possible? Could I created an extension field in the opporutnity page to pull this information automatically based on the account selected?

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  • Best Answer
    Feb 14 at 08:33 PM

    Hello Fernanda,

    It is possible if you create the extension field in the Account and extend it to Sales Opportunities.

    In the opportunity screen, it will take the value from the account linked.

    Hope to have answered your question.

    Best Regards.

    Henrique Freitas

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