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Jayashree prakash-kumarJayashree prakash-kumar 

Master detail relationship on standard objects

Hi,
I am trying to create a formula field on Case and I want an opportunity field in my formula but I do not have the option to choose opportunity object nor its fields. I understand I need to establish a relationship between Case and Opportunioty. Could someone tell me how I can do this? If the only way is creating a trigger then could you help me with how to create such a trigger as well please?  

Thanks, Jayashree
Best Answer chosen by Jayashree prakash-kumar
Dutta SouravDutta Sourav
Hi Jayashree,

You can create Lookup Relationship and refer Opportunity Filed in formula on case.
User-added image

Hope this helps!

Best Regards,
Sourav.

All Answers

Dutta SouravDutta Sourav
Hi Jayashree,

You can create Lookup Relationship and refer Opportunity Filed in formula on case.
User-added image

Hope this helps!

Best Regards,
Sourav.
This was selected as the best answer
Dheeraj ChawlaDheeraj Chawla
Hi Jayashree,


You just need to create a Custom look-up field with opportunity. Now when will you make a formula field in case object, you can insert the opportunity field in your formula.

Cheers..!!

Best Regards,
Dheeraj

 
Jayashree prakash-kumarJayashree prakash-kumar
@Sourav & @Dheeraj - Thank you so much! That worked :)

Kind regards,
Jay
Dutta SouravDutta Sourav
Hi Jayashree,

Glad to hear that mate.
Please mark a "Best Answer" to mark this thread Solved and to help others in the community.

Warm Regards,
Sourav.