Display Account Fields on an Opportunity Record Page in Salesforce

In this Salesforce tutorial, we will learn about Displaying Account Fields on a Salesforce Opportunity Record Page. We can display account fields on an Opportunity Record Page in Salesforce Lightning edition only because lightning record pages are not available in Salesforce Classic.

Account Fields on an Opportunity Record Page

In Salesforce Lightning Opportunity Record Pages are used to display all important information for a particular record. In some cases, when it is required to work and update multiple related records at the same time, then it is better to display Account Fields on an Opportunity Record Page so that we do not have to jump from one page to another.

I’m working as a system administrator for a company that provides a wide range of IT solutions to its clients. They use the Salesforce Customer Relationship Management (CRM) system to manage their sales processes and customer data. In the CRM, the company has opportunity records to track potential deals, and each opportunity is associated with a specific account while working it was very difficult for the sales team to maintain the account field and records. Then I decided to display account fields on an Opportunity Record Page.

In the below steps, with the help of an example, I will explain to you how I handled this situation and came up with a solution for this issue.

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 and then we will Add the Account Action Layout to the Opportunity record page.

Create an Object Specific Action

To Create an Object Specific Action in Lightning, go to the Setup Page of Salesforce Lightning and follow the steps below.

Step-1: On the Setup page of Salesforce Lightning, click on the Object Manager tab as shown in the picture below.

Step-2: In the Object Manager we can see the list of objects, now select the object Account from the Label column.

Step-3: In the object Account go to the left sidebar and under the heading Details click on Buttons, Links, and Actions.

Step-4: In the Buttons, Links, and Actions window, we will create a new action and for that click on the New Action button that is on the upper right side of the screen.

Step-5: 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 Update a Record and in the Label write the appropriate label for the new action. For example, I have written the label as Updated Accounts. As we enter the Label, it will auto-generate the Name field.

In the Description field, enter the description for the new action. For example, I have added the description Displaying Account Fields on the Opportunity Record Page. After adding the description

Step-6: In this step, we can add some more fields to the new action, to add these fields we have to simply drag and drop them to the details section below. I have added the fields Annual Revenue and Billing Address to the new account action Update Account Details.

As we click on the Save button the new action Update Account details will be created as shown in the picture below.

Now we have created an action through which we will display the account fields in the Opportunity Record Page.

Add the Account Action Layout to the Opportunity record page in Lightning

To add the action layout to the Opportunity record page in Lightning, go to the setup page of Salesforce Lightning and follow the steps below.

Step-1: On the Setup page of Salesforce Lightning, click on the Object Manager tab.

Step-2: In the Object Manager, scroll down and select the object Opportunity or you can directly search this object from the Quick Find box in this window.

Step-3: In the object, Opportunity go to the left sidebar under the heading Details, and select Lightning Record Pages. As we click on Lightning Record Pages, it will open the created record pages of opportunity. Here select the the record page to display account fields. In this case, I have selected the Lightning record page named Opportunity Record Page.

Step-4: In this step, click on the Edit button that is in the Lightning Page Detail section.

Step-5: As we click on the Edit button, the record page will open in the Lightning App builder. In the app builder go to the left sidebar and under the heading Components, we can see a list of Standard components. Select the component Related Record and drag it to the template region of the record page.

Step-6: On adding the component Related Record to the record page it will display the message Related record is invalid.

On the right-hand sidebar enter the fields Header label, Lookup field, and Update Action. In Header Label enter the label or leave it blank to use the default text and after this click on the button Edit Lookup Field.

Step-7: As we click on the button Edit Lookup field, a new window will open and here we will choose the lookup field to show in the related record component. In the First, Lookup select Account Name and in the Second Lookup select Use this Account. After making these changes click on the Done button.

Step-8: In the Update Action field enter the name of the action you have created earlier in the Accounts. In this case, I have entered the created new action Update Account details and then clicked on the Save button.

As we enter the fields Header label, Lookup field, and Update Action we can see the Accounts are displayed on the Opportunity record page in the Related record component as shown in the picture below.

Now we have successfully displayed the Account field on the Opportunity Record Page in Salesforce Lightning.

Conclusion

In this Salesforce tutorial, we have learned about Displaying Account Fields on an Opportunity Record Page in Salesforce Lightning. To display the account field we first created an Object Specific Action and then Added the Account Action Layout to the Opportunity record page, By adding this account action to the standard component-related record we successfully displayed account fields on an Opportunity Record Page.

You may like to read:

• How to add a new Opportunity to Accounts in Salesforce
• How to add a Pop-up message in the Salesforce Record Page
• How to Add Calendar to the Record Page in Salesforce Lightning