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Filter the Contact lookup in New Agreement by selected Account or Opportunity

New Here ,
Jul 26, 2021 Jul 26, 2021

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Hello,

 

We are using Adobe Sign integration with Salesforce and would like to know if  we can limit the Contacts (list) for recipients, to display only those Contact records associated with the selected Account or Opportunity records(based on AccountId field). If an Opportunity has been added, then the list of Contacts available as the Partners to the Opportunity(field - Partner__c) should also be included. Can we get help on this? 

 

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Thanks in advcance.

TOPICS
Configure accounts , User interface issues

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