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Account mapping if partnership data is on the Opportunity level
Account mapping if partnership data is on the Opportunity level

A workaround for Salesforce CRM users

Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago
For Salesforce CRM users


Reveal uses partner data on the Account level to successfully map accounts. But if your partner data is on the Opportunity level instead, there is a workaround to fix this.


At the Account level: create a new text property and note its name.

(This will replace the placeholder [ACCOUNT-LEVEL FIELD NAME] in the steps below.)

Step-by-step guide

Follow this guide to set up a new automated flow that will update your Account records when partner data is populated on the Opportunity level.

Step 1 - Go to Flow Builder in Salesforce

Step 2 - In the popup window, click Create in Flow Builder

Step 3 - Configure the start of the flow as shown below

^ Replace [OPPORTUNITY-LEVEL FIELD NAME] with your current Opportunity-level partnership field.

Step 4 - We've configured the trigger for the flow (when the Opportunity field is changed), now you will configure what happens as a consequence.

Click Add Element > Subflow.

Step 5 - Configure the Subflow actions to define how to update the Account records.

  • Name the new subflow action (for example: ‘Update Account’), and select the option shown below.

  • Select ‘Account’ as the Object for this subflow.

  • Replace the placeholders with the new Account-level custom field you created previously, and the Opportunity-level partnership field you’d like it to mirror.

The final flow should look similar to this -

Need more help?

Here's a supporting article from Salesforce about the Flow Builder tool.

Or get in touch with Reveal customer support

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