If you're looking to use Account fields to filter your Opportunity PeopleGlass tables, this is how you'll do it! This article will show you how to mirror fields from your Account objects to your Opportunities.
Steps to Mirror Account Fields
Go to Setup > Object Manager > Open Opportunity object > Fields & Relationships and click New, select "Formula" as the Data Type, and click the Next button.
Provide a Field Label and Field Name.
For formula type, select the field type of the desired field on the Account object (for example, if the field is text, select text) and then click the Next button.
Click Insert Field > Opportunity > Account, select the desired field, and then click the Insert button.
This is what it will be like when you execute those steps:
Picklist Data Type Steps
If the data field on the Account object is of a picklist value, then add the TEXT function. This function will return the text value that is selected in the picklist field.
Syntax: TEXT(<Picklist_field>)
For more information on how to populate the picklist data type field into the formula field, see this article:
Add Description if needed, and click the Next button.
In Field-Level Security, select the profile field visibility and click the Next button.
Select the page layout that should include this field on the Opportunity detail tab and click the Save button.
Do you have any questions or want to learn more? Feel free to contact our Technical Success team at support@people.ai!