With Lookup Helper you can automatically relate opportunity products to the account the opportunity belongs to. To Achieve this you may follow these simple steps:
- Create new Lookup Helper setting.
- Select Opportunity Product as child object.
- Select the 'Create New Lookup Relationship' option --> select Account for parent object --> name the new lookup field.
- Select the 'Relate Opportunity Product when the value in a field matched the name/id of the Account' Lookup Helper setting type.
- Select the opportunity lookup field (indicate by the '>' sign).
- Select the account lookup field.
- Save and run the Lookup Helper setting.