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Use case
Use case
'I have Account fields I'd like to display on my Opportunity record. I want users to be able to see and edit those Account fields while in the Opportunity record. I do not want to create 'mirrored' Account fields on the Opportunity + build automation to copy/paste to maintain'
Solution
Solution
1. Create your Custom Action:
1. Create your Custom Action:
- Setup -> Object Manager -> Account -> "Buttons, Links, and Actions" -> "New Action"
- Give it a name, select the Action Type "Update a Record" (Account) &, add your fields as desired then "Save"
2. Add the Custom Action to your Opportunity Lightning Record Page
2. Add the Custom Action to your Opportunity Lightning Record Page
- Setup -> Object Manager -> Opportunity -> Lightning Record Page -> Edit
- Drag-and-drop 'Related Record' from the Lightning Components to where you'd like to put your fields
- Within the panel on the right-hand side rename as needed + select 'Account Name' as your 'Lookup Field'
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