I'm using a Non-Profit org and we use Soapbox which creates contact records after a client signs up. We created a custom "Work Email" field on the Contacts and Accounts page layout (They appear as being one in the same in this Salesforce non-profit org). However, I would like to autopopulate the Opportunities record's custom Work Email field from the Contacts record custom Work Email field. Please let me know if you need more details. Thank you.

1 Answer 1

  1. Create a lookup relationship between opportunity and contact by creating a lookup field on Opportunity
  2. Create formula field on opportunity with return type text. For example for conatct's email write the formula: Contact__r.Email

Use Advanced Formula Tab and Insert Field button to navigate through the Lookup> field into the Contact object to insert those fields into your Opportunity Formula Fields.

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