Copy from Account object [Field name: "Region") to Opportunity object (Field name "Business Region")
Both "region" field on account and "business region" field on opportunity contains same picklist values
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1 Answer
If you want to do automation such as whenever Region on the account is selected, it should update on opportunity also, then -
- you can create a after save flow on account which will update Business region on child opportunities.
- You can create a before flow on opportunity object so that whenever new opportunity is inserted, it will populate Business Region from Account Region.
If you want to update all existing records in your org to populate Business Region based on Account Region, then you can do a data load.
answered Oct 21, 2022 at 18:48
