Close. Here’s the path. The standard Salesforce Account record holds the core of the client information. When a client is ending their relationship with us, there is an exit process the sales associate must go through. As part of gathering the information related to the exit, they complete a “questionnaire” of sorts. This is stored in a separate object. As part of that questionnaire, they must include a list of the client’s account numbers and any balances associated to those accounts. That information resides in a separate object and there can be multiple account numbers per client. I want the users to be able to perform a lookup to the account details object so they can “build” a dynamic table that is part of the questionnaire where that table includes the account numbers and their associated balances. And I want to do this all on a single form/popup. Am I reaching too high on this one?
