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How to create a territory field in Contact object which reflects the assigned territory of the Account ?
Hi,
As i can see a territory field is there in the Opp level which reflects the assigned territory of the Account, i want to create a similar field in the Contact object which , when created any contact in the Account , it should reflect the assigned territory of the Account .
May i know how it can be achievable ? Territory is a standard object of SF, which seems related to only Account and the related Opps.
As i can see a territory field is there in the Opp level which reflects the assigned territory of the Account, i want to create a similar field in the Contact object which , when created any contact in the Account , it should reflect the assigned territory of the Account .
May i know how it can be achievable ? Territory is a standard object of SF, which seems related to only Account and the related Opps.
Greetings!
Please try by creating the formula field to store the Related Account Territory Name to the field on the Acccount.
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
I can't see any Territory related things in the Account level when i tried to create a formula field on teh Account level, plz suggest