1

I've added a field to Cases that relate to an Opportunity. 'Insurance Carrier'

I'd like that field of the Opportunity to surface under a Tab in the page layout instead of in the details of the Case.

How can I accomplish this? Thanks. enter image description here

Improve this question

1 Answer 1

Reset to default
0

Not sure if this is what you're looking for but if you have MasterDetail relationship between Case and Opp then you can add child object's detail in parent object from Related List option from page layout

Improve this answer
1
  • Thanks for the thought but I don't think that would work if I understand this correctly. Opp can have multiple Cases in the Service Cloud, but I'm wanting a Case object to reference the Opp fields, so it can't be a MasterDetail relationship in that sense.
    – mels.c
    Jan 5, 2022 at 0:09

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .