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Customer experience | Sales, Customer Insights,...
Answered

Use field from another entity

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Posted on by 200

Hi all,

I created a custom field (MultiSelect Option Set) under Lead entity and I need to create an exactly the same under Opportunities. 

Beware: I DON"T need these connected, just want to use the same set so I don't have to update it twice when needed.

Is that possible?

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Use field from another entity

    Hello,

    Just use Global Optionsets for that purpose - learn.microsoft.com/.../create-edit-global-option-sets

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