Adding an opportunity-to-general object relationship

Before you start, you must create an object before you establish an opportunity-to-general object relationship. Opportunity-to-general object relationship is not included on the default Opportunity dialog design.

See Creating a general object.

  1. Open an opportunity.
  2. Click Browse in the Opportunity-General Object Relation field.
    Only General object records associated to the Parent account are displayed in the Select Account/General object window.
  3. Select an object from the list and click Select.