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How do I reference a field from Opportunity within Opportunity Split record’s details page

Knowledge Article Number 000221067
Description Summer '14 release introduced customizations for Opportunity Splits in the following ways: 
  • Add custom fields
  • Set up validation rules
  • Set up triggers
  • Edit page layouts
 
Reference: Complete Customization Available for Opportunity Splits
 
But when a formula is created there is no option to access fields from the Parent Opportunity. For instance, there might be a need to pull Probability field to create an Expected Revenue field on the Opportunity split for use in Quota forecast reporting.
 
Steps to replicate: 
  1. Go to Setup | App Setup | Customize | Opportunities | Opportunity Split | fields
  2. Click New under Opportunity Split Custom Fields & Relationships
  3. Select the data type as Formula and click Next
  4. Define its Field Label and Field Name
  5. Select any Formula Return Type and click Next
  6. Click on Insert field button and look for Opportunity in the list
 Result: Field from Opportunity Object will not be present.
Resolution This is working as designed and currently we cannot refer to Opportunity object and its fields while creating a field on Opportunity Split object. We recommend you to Vote for the following Idea:
 
Opportunity Split custom formula field - need to reference Opportunity
 
Work Around
 
There is a work around to meet this requirement. Create an Opportunity Lookup field on Opportunity split object.
 
Follow the steps below to create the Lookup(Opportunity) field on Opportunity Splits:
 Go to Setup | App Setup | Customize | Opportunities | Opportunity Split | fields
  1. Click New under Opportunity Split Custom Fields & Relationships
  2. Select the data type as Lookup Relationship and click Next
  3. Under Related to select Opportunity and click Next
  4. Define its Field Label, Field Name, description (optionally) etc.  and
  5. Define the field’s behavior on What to do if the lookup record is deleted?
  6. Add Lookup filters if needed and click Next
  7. Establish the Field Level Security and click Next
  8. Add the field to the Page Layout, click Next
  9. Click Save
Once the lookup field is added the formula can be retried and field from opportunity object will be available




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