I need to pull opportunities including 'Created By' field, and the field for that is "CreatedById" in documentation. However, I need The name of the creator except the id. And perhaps I cannot use custom field, because users will connect their salesforce account and it will be vary from account to account.
I just came across the same issue. It is not working through "Insert field" but (only OwnerId), but if you type it in, as Tyler suggested, it is working. My formular looks slightly different though:
I am assuming you are having a look up relationship to the Account from your custom object.
I would to it in 2 steps:
1)
Create a Formula field (Account_Ownername__c) on the Account object to pull the Account Owner Name.
From Account, Owner.Name should give you the Account Owner Name.
2)
Create a formula field on your custom object to pull the Account ownername from Account_Ownername__c field.
From your Custom object, Account__r.Account_Ownername__c should give you the owner name.
Hope it helps.
Sales4ce
From the Account you can do CreatedBy.FirstName. But you can't access the profile record using Owner.Name.
Seems to me there ought to be some way to do this.
--David
You can not access the owner name in formula.
An idea over this : http://success.salesforce.com/ideaView?c=09a30000000D9y3&id=08730000000IJugAAG
Similar Idea : http://success.salesforce.com/ideaview?id=08730000000BqiPAAS
Now if you want to get owner name then write trigger which will fetch the owner name and will update it in your field.
Thanks
Ankit Arora
Blog | Facebook | Blog Page
You can do something similar to this - Contact.Account.Owner.FirstName + ' '+ Contact.Account.Owner.LastName
What is the "Account__r"? Is it custom field?
I need to pull opportunities including 'Created By' field, and the field for that is "CreatedById" in documentation. However, I need The name of the creator except the id. And perhaps I cannot use custom field, because users will connect their salesforce account and it will be vary from account to account.
Any idea?