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:
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:
|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
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