Account Fields not being pulled into an Opportunity Rule
Previously, I have used an Opportunity rule that pulls fields from the Account and Opportunity to update some Opportunity-level fields. This has worked previously without issue.
Since the 5.5 release, I cannot seem to pull any Account fields into the Opportunity rule. They simply do not display data. I can pull the same fields on an Account rule and they show the correct data. I can also recreate the same concept in a Salesforce report and the data displays.
Anyone else seeing this issue with Opportunity rules?
Since the 5.5 release, I cannot seem to pull any Account fields into the Opportunity rule. They simply do not display data. I can pull the same fields on an Account rule and they show the correct data. I can also recreate the same concept in a Salesforce report and the data displays.
Anyone else seeing this issue with Opportunity rules?
Hey Ben:
Do you have multiple Account lookups to the Account on the Opportunity? Sounds like it's possible that the lookup value is defaulting to the wrong one in the rule.
Do you have multiple Account lookups to the Account on the Opportunity? Sounds like it's possible that the lookup value is defaulting to the wrong one in the rule.
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