You need to sign in to do that
Don't have an account?
Need to Pull Address, Phone, Email Fields Into My Custom Object Using Cross Object Custom Formula
I have a custom object that I would like to pull existing data from our Contacts Object.
I have failed in my attempt to accomplish this using the cross object custom formula method.
The field I would like to pull is the Contacts Address, which has been re labeled as "Residence Address". I modified our Address Label from Mailing Address to Residence Address (Residence City, Residence Street, Residence State, etc...)
Contact is a Lookup Field on the Custom Object. Ideally, once the Contact is selected, I would like to bring over the Email, Home Phone, Mobile Phone, and Address.
Can someone please make a recommendation, or share the correct formula for accomplishing this task.
I successfully created cross object formulas to pull two of my fields from Standard Objects to my Custom Object, but the very same formula is not working for two other fields that I need to pull over.
These formulas were successful:
These formulas were not:
I have the same issue ... were you ever able to resolve?