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@GM
How to link one opportunity record to multiple existing opportunity records
On creation or after creating a new opportunity, I need to add multiple opportunity records to this newly created opportunity.
How can this be accomplished?
I have refered the below link but it wont satisfy the above requirement.
https://help.salesforce.com/articleView?id=000004368&type=1
Regards,
GM.
How can this be accomplished?
I have refered the below link but it wont satisfy the above requirement.
https://help.salesforce.com/articleView?id=000004368&type=1
Regards,
GM.
Add the following two fields.
1. Parent Opportunity (This will be either Master-Detail relationship or Lookup relationship to Opportunity object)
2. Child Opportunity (This will be a Lookup relationship with Opportunity).
You can add the Parent Opportunity relationship as related list to your Opportunity Layouts and skip adding Child Opportunity related list.
Hope this helps.
All Answers
Can you elaborate a little on your usecase?
When sales user creates new opportunity he would like to link the some of existing opportunities to this newly created opportunity since it will help his manager/hierarchy to speed up the process on this new opportunity to proceed with client.
Add the following two fields.
1. Parent Opportunity (This will be either Master-Detail relationship or Lookup relationship to Opportunity object)
2. Child Opportunity (This will be a Lookup relationship with Opportunity).
You can add the Parent Opportunity relationship as related list to your Opportunity Layouts and skip adding Child Opportunity related list.
Hope this helps.