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Claire Breed Trying to get Opp field 'Opp Stage' to show on Account page layout as 'Account Stage'
I'm trying to get an opportunity field 'Opp Stage' to show up on the Account layout page under 'Account Stage' but this doesn't seem to be possible. In the past, using a simple formula, I've been able to show Account fields in the Opp page layout or the Contact page layout but not the other way around.
Hi Claire
The nature of the relationship helps to control/determine when formula fields will work. If you are in the Opp, you can use formula to reference details in the Account record because the parent-child relationship says a child will have one parent. Hence Account.Name on the Oppty will work.
The opposite won't work, as a Parent has many children, so the formula cannot determine which of the children you want the value to come from (even if there is only one child).
To reflect the Stage value of the Oppty on the Account , you could use a Process Builder on Oppty Object to fire on any update on the Oppty to push the value to a field in the Account. Note though, that in this case, the field in the Account will be updated with the value of the last Oppty saved. You can place some criteria around the criteria of the action to fire, such as IsChanged(status). etc
If there is some sort of criteria as to which Oppty can update the Account record, such as Oppty with greatest value or greatest Expected Close Date, then you would need to go to a Trigger on the Oppty object to conduct all the tests to see if the Oppty should be updating the Account record.
Regards
Andrew