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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Community Member on at

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RE: Account not found in BPF

Pham, do you have by any chance a link to an article that explains it in more details? I'm afraid I'm not very familiar with this area and is quite hard for me to figure out what I need to do from what you have said.

Thank you
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nghieppham 4,755 on at

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RE: Account not found in BPF

Hi BobbyC,

That is the rootcause, you need check your custom code to add right data for this relationship. When you qualify the lead or create opportunity, you have to associate this opp to your custom relationship.

You should add data for this subgrid and then go back the BPL, you will see Account record appear in this step.

Regards,1
Community Member on at

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RE: Account not found in BPF

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

Thanks
nghieppham 4,755 on at

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RE: Account not found in BPF

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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RE: Account not found in BPF

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?
nghieppham 4,755 on at

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RE: Account not found in BPF

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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RE: Account not found in BPF
nghieppham 4,755 on at

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RE: Account not found in BPF

Hi BobbyC,

Could you capture the image for this relationship.

Regards,
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RE: Account not found in BPF

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?
nghieppham 4,755 on at

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RE: Account not found in BPF

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,