Account not found in BPF

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Ai All,

I'm trying to create a business process flow that starts with a Lead continues with Opportunity and when the opportunity is closed as won to continue with a couple of stages in Account(Lead->Opportunity->Account). So I have created the stages and all goes fine up until the last stage in opportunity. Then it doesn't find the Account(No record found). Is there something I'm doing wrong? Is this caused by a missing or wrong relationship between account and opportunity?

Thank you

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nghieppham 4,755 on at

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Hi Bobby,

In multiple BPF, it only supported for 1:N relationship. That is the reason you can not see the Account from BPF when Opportunity is primary entity. If you want to do that, you should create 1 relationship 1:N from Opp to Account.

Regards,

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Community Member on at

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Thank you so much, I suspected that.

Is there any risk for the new relationship to affect in any way the current customization/ other relationships?

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nghieppham 4,755 on at

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Hi Bobby,

Creating more relationship is normal in MS CRM. It is fine if you control your business.

There is no risk for this case.

Regards,

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Thank you for that. Just checked and there's already a referential 1:N relationship between Opportunity and Account. Shouldn't that do the trick?

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nghieppham 4,755 on at

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Hi BobbyC,

Could you capture the image for this relationship.

Regards,

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Community Member on at

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nghieppham 4,755 on at

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Hi Bobby,

As your image, it is a custom relationship. For default of system does not add 1:N for Opp and Account.

In this case, if you have not see Acc from Opp of BPF, please check again about your data. Maybe there are missing set opportunityid for Account.

Regards,

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Community Member on at

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I don't think I fully understand what you are suggesting. But just to show you that on Opportunity page I have the Company Name field which is a lookup field for the account and is populated. Is it something else then?

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nghieppham 4,755 on at

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Hi BobbyC,

As you image, you do not see any account because your Opportunity has been associated with account. You should use advance find to look for data to check again.

Or you can open entity form, add Account subgrid to opportunity for testing data.

Regards,

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Community Member on at

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Hi Pham, I have added the subgrid and is not displaying anything. Any suggestion?

Thanks

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