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Adrian-EAdrian-E 

Reporting Inquiries

I use account hierarchies and have PARENT accounts which have multiple CHILD accounts.

The PARENT account contains a custom field which is only displayed on the parent level. How can I pull this field into the CHILD accounts to be displayed?

 

Also, is there any way to include this field in any of the reports for CHILD accounts? 

Best Answer chosen by Admin (Salesforce Developers) 
CRMGeneralistCRMGeneralist

You can pull these over using a Cross Object Formula making sure you use the field with the Parent > next to it.

 

You create a formula field with the type as text then you Click on Insert Field then select the Parent Fields you wish to show.

 

However, you would then need a different pagelayout for a Parent verse a Child, otherwise those fields will show up twice

All Answers

CRMGeneralistCRMGeneralist

You can pull these over using a Cross Object Formula making sure you use the field with the Parent > next to it.

 

You create a formula field with the type as text then you Click on Insert Field then select the Parent Fields you wish to show.

 

However, you would then need a different pagelayout for a Parent verse a Child, otherwise those fields will show up twice

This was selected as the best answer
CRMGeneralistCRMGeneralist
P.S. you will then be able to report off of them, however there is a 5 per object limit, as always a catch.
Adrian-EAdrian-E
Thanks a million! Worked like a charm!