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Stacey LeMoignanStacey LeMoignan 

How to display the value of a checkbox from the Account Contact Relationship Object on the Account or Opportunity page?

How to display the value of a checkbox from the AccountContact Relationship Object on the Account or Opportunity page?

I have created a checkbox on the Account Relationship object and would like to display the vaule of the checkbox on the Account page and the Opportunity. 

The checkbox on the Account/Rel Object is a formula. The formula is 
Contact.Account.Name = "a certain name"

I would like this to show on the account and opportunity.
 
Deepak GulianDeepak Gulian
  • Create a custom field in Account. (Custom_Checkbox_Account)
  • Create a process builder on AccountContact Relationship object when "Formula Field (Checkbox)" changes add an update action to update an account object field "Custom_Checkbox_Account"
  • Create a formula field on Opportunity object to inherit the value of Account Custom field "Custom_Checkbox_Account"
Maybe there is a better workaround than this. but that's the best I can think to implement with 0 code.