Ask PT About Displaying Products From an Account’s Opportunities

Dear PT, 

When viewing an Account page in Salesforce^®, our company’s users would like to see a list view of the Opportunity Products associated with the Account’s various Opportunities. Is there an easy way to do this?

Attah Glence from Product Point, Nigeria

Dear Attah,

Absolutely. It’s a pretty simple process with the app Lookup Helper, just using clicks and not code to set it up. Having a quick view of the various products a company may have been interested in can help with future engagements with that Account. 

Follow this step-by-step process and in minutes you can display Opportunity Products on the Account page.

Sincerely,

PT

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