Friday, December 14, 2018

Link an Opportunity to a Project

Linking Opportunity to a Project record involves the following steps:

I. Create a Custom Entity Field:

1. Navigate to Setup > Customization > Entity Fields > New.
2. Name the custom field (for example Opportunity) and set the following:

  • Type = List/Record
  • List/Record = Opportunity
  • Store Value = True
  • Applies To = Project
  • Display = Select where you want this field to appear (for example Related Records subtab)

3. Click 'Save'.

II. Link Opportunity to Project:

1. Edit the Project record.
2. Look for the created custom field in Step I.
3. Select the Opportunity you want to link to the project.
4. Click Save.

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