A sales team is working on an opportunity to close a deal. But important customer details, such as Account Type, Industry, Phone, and Billing Address, are stored on the Account record.
Every time, the user has to open the Account in a new tab to check this information. To solve this, I display Account fields directly on the Opportunity record page.
Now the sales team can see customer details while working on the Opportunity, without leaving the page.
In this article, we will learn about how to display account fields on opportunity record page in Salesforce.
Display Account Fields on an Opportunity Record Page in Salesforce
To display account fields on an opportunity record page in Salesforce, we first need to create an object-specific action, then add the account action layout to the opportunity record page.
Create an Object Specific Action in Salesforce
To create an object-specific action in Lightning, go to the Setup Page of Salesforce Lightning and follow the steps below.
- On the Setup page, click the Object Manager tab, as shown in the picture below.
- In the Object Manager, we can see the list of objects. Now, select the object Account from the Label column.
- In the Account object, go to the left sidebar and, under the Details heading, click Buttons, Links, and Actions.
- In the Buttons, Links, and Actions window, we will create a new action by clicking the New Action button in the upper-right corner of the screen.
- In this step, we will enter the required details in the fields to create a New Action for the Account object.
- In the Action Type field, select the option