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Mdglover5Mdglover5 

Editing an account field with an opportunity

Hi all, 

 

Lookign to understand what everyone thinks is the best way to edit an account field within an opportunity page layout. I understand I can embed a VF page in the page layout, but as i am going across objects if this still possible?

 

Any ideas will be greatly recieved!

 

thanks

 

matt

 

AdrianCCAdrianCC

Hi!

 

Yes, a VF page definitely will work. You'll need the page and a custom controller. In the controller you soql the Account record with the fields that you need shown in the page. You'll need a Save method to update the Account record with the new values, and a button on the page to call it. 

 

But isn't it simpler to just click the Account lookup and edit the acc record in that separate page?

The VF page and controller just add to much complexity... we need to (always) keep it simple

 

Thanks,

Adrian