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July 27, 2021
Question

Adobe Sign not relating to Account/Opportunity in Salesforce Lightning

  • July 27, 2021
  • 0 replies
  • 260 views

When trying to create an Agreement from Account Object's related list, from Salesforce Lightning, the corresponding Account Name does not get populated. 

 

Whereas, while trying the same with Salesforce Classic, I am able to see the Account Name gets populated automatically.

 

Can someone clarify why this is happening?

 

I would also like to understand if it is possible to populate the corresponding related Account, when trying to create an agreement for a particular opportunity. 

 

Thanks in advance.

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