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Cristian TrifCristian Trif 

Formula field for showing BusinessAccount

Hello all,

I need to create a formula field, in the Task Object and if it finds a  BusinessAccount behind the contact of the activity, it shows it as a link, if it finds no BusinessAccount then it will be null.

Is there any way to do this with formula field?

It should look something like this:

User-added image
 
kamala swarnalathakamala swarnalatha

Hi,

Did you have both Person account and Business account in your org?

Thanks,
Kamala
Sweet Potato Tec.
 
Cristian TrifCristian Trif
Yes, we have the Person Account activated.
kamala swarnalathakamala swarnalatha
Hi,

You have to create the formula field based on the field Parent account because Person account do not have that field so in person account account and conjtact are same but in business account we have  different contact so it manipulates the contact of that object then create lookup between the account and the task object to create formula field to manipulate that field in to this.

Hope this helps!

If you have any doubts kindly ask.

Thanks,
Kamala
Sweet Potato Tec.