Sometimes you'll have fields on an opportunity and an account that you need to update. 

In your note, link to an opportunity and you can update both opp and account Salesforce fields. You can also do this in a template you create for an opportunity. 

  1. In your note or template insert a Salesforce field by typing "/" or selecting the cloud icon from the toolbar
  2. To switch between Opportunity (this record) and Account fields, use the dropdown on the right hand side of the picker (which says 'this record')
  3. Click and choose 'this Account' instead and search for any Account field
  4. Insert and update as normal! 

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