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Marvin Castro 8 Showing a custom object/related list data across standard objects
Hello.
I am fairly new to salesfroce and here's my scenario - I created a custom object to add to the Opportunity related list called Transactions - users enter the transaction data manually as part of a Proof of Concept. The requirement is to carry over the related list with the associated data to the Contact object. I can add the Transactions custom object as a related list in the Contact object with the associated fields; however, the data does not carry over. Can you please assist in identifyig what I'm missing?
Thanks,
Marvin
I am fairly new to salesfroce and here's my scenario - I created a custom object to add to the Opportunity related list called Transactions - users enter the transaction data manually as part of a Proof of Concept. The requirement is to carry over the related list with the associated data to the Contact object. I can add the Transactions custom object as a related list in the Contact object with the associated fields; however, the data does not carry over. Can you please assist in identifyig what I'm missing?
Thanks,
Marvin
Does the custom object have lookup/master-detail fields to Opportunity and Contact?
Object relationship is needed to show the child objects(Transactions) in the related list of parent object(Opportunity and Contact).
See also,
https://help.salesforce.com/HTViewHelpDoc?id=overview_of_custom_object_relationships.htm&language=en