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spiegs
How to create a simple cross-object formula from a picklist
I want to pull in a value from a picklist froma custom Account field into a related custom Opportunity field.
Account = DOD, Business Unit = Federal. Opportunity = "Army Procurement Project", Account = DOD,
Business Unit = Federal.
I need the Opportunity Business Unit value to be automatically pulled from the Account Business Unit field where Account = DOD. The Account Business Unit API name is Business_Unit_c. The value "Federal" was selected on Account object from a picklist.
Help with the syntax and an example would be appreciated! Thanks!
Account = DOD, Business Unit = Federal. Opportunity = "Army Procurement Project", Account = DOD,
Business Unit = Federal.
I need the Opportunity Business Unit value to be automatically pulled from the Account Business Unit field where Account = DOD. The Account Business Unit API name is Business_Unit_c. The value "Federal" was selected on Account object from a picklist.
Help with the syntax and an example would be appreciated! Thanks!
Here you go
Datatype: Formula(Text)
Formula:TEXT(Account.PicklistField)
So for your example it would be something like
TEXT(Account.Business_Unit__c)
All Answers
Here you go
Datatype: Formula(Text)
Formula:TEXT(Account.PicklistField)
So for your example it would be something like
TEXT(Account.Business_Unit__c)
Thanks for the suggestion. I tried it and received the following error message.
It is looking at "Account" as a field instead of an object. Any idea why?
That should work fine, we do almost the exact same thing on our SFDC Org. I have a custom Opportunity Formula(Text) field that displays the value in the Account Region(Picklist) field.
Object: Opportunity
Field Name: Account Region
Datatype: Formula(Text)
Formula:
TEXT(Account.Region__c)
What are the objects, field names, datatypes and values that you are trying to use in your formula?
Object: Account
Field Name: Business Unit
Datatype: PickList "Commercial","Federal","Defense"
Object: Opportunity
Field Name: Business Unit
Datatype: Formula(Text) - I put in the formula you suggested TEXT(Account.Business_Unit_c)
Not sure why the formula editor interprets "Account" as a field and not interpreted as an object. Any more ideas? I appreciate your help! you'd think this would be simple!
Are you entering the the Formula manually? or are you using the Formula Wizard?
Custom Fields always end in double-underscore lowercase c "__c"
So your formula should look like:
TEXT(Account.Business_Unit__c)
I was using one underscore, but even adding a second one doesn't work. Same error message
I attempted to paste it below...
Default Value
It should look something like this
http://picasaweb.google.com/lh/photo/1mG4sCzkgENpxqexFYXLVA?feat=directlink
did you look at the screen shot image in the link in my last post?
When you use the Wizard it inserts the function, in this case Text(Value) all that you need to do is replace Value with the fields that you want to use in your formula?
Have you ever written a Formula Field before?
When you have a chance, you should watch this https://admin.acrobat.com/_a13852757/customformulas
and download this https://na3.salesforce.com/help/doc/en/salesforce_useful_formula_fields.pdf
Not sure if you're still working on this.
If you're referencing a Lookup Field in a formula the API Field Name changes from "__c" to "__r"
When I try to use the field selector I am only prompted with the following choices.
$Organization
$System
$User
$UserRole
I don't see the options that were in your screen shot to select Opportunity->Account and then an Account field. Am I doing something that isn't correct where I wouldn't see the same field selection options as you did?
See link below. I am creating a test field and am using formula editor in Default Value.
http://picasaweb.google.com/lh/photo/kc6tLqemvOsChWrwxODWTQ?feat=directlink
No problem, you just owe me one of these> http://www.russianriverbrewing.com/web/brews/plinytheelder.html
Arrrrrgggghhhhhh! (though that's more applicable to Stevemo's avatar). I saw this thread and got so excited because I'm having the same problem, I'm trying to do almost the exact same thing. Thought there would be an answer at the end, but you've seemed to figure it out.
I'm trying to create a new Contact field that pulls data from a field from Accounts. I'm on the Contact Fields screen. I create a new field, name it (i've tried naming it the same as my original custom field and something different), then select Text as return output.
Object: Account
Field Name: Company ID (my custom field)
Datatype: PickList
Object: Contact
Field Name: Company ID
Datatype: Formula (Text) - I've tried Account.Company_ID__c - Account_r.Company_ID__c -Account.r.Company_ID__c - Contact.Company_ID__c - contact.r.Company_ID__c and things I can't even remember anymore
I don't know if I'm in the wrong place with the wrong formula or what, but it's making me crazy because I know this should be a simple one. Please help? :robotsad:
Are you using the Formula Wizard? as I said a few times in my earlier posts, I STRONGLY recommend doing this when trying to build any kind of Formula Field, but especially when dealing with Cross-Object Formulas.
Now with that being said, you should end up with a formula that looks something like this
TEXT(Account.Company_ID__c)
* When you're working with Formuals you need to use the API Field Name, NOT the Field Label
** Custom fields end in double underscore lowercase c "__c"
Yay!!!!!!! Got it, thank you both for your assistance!! Pliny all around! :smileyvery-happy:
Yes, I was using the Formula Wizard, I'm all about wizards!
End Goal: Mass email contacts with Opportunities in Stage=Pledged.
To mass email them, there need to be the opportunity stage field on the Contact object. I have been trying for a long time and I cannot figure this out. When I go to create a custom field formula (text) inside my Contact object, I type
TEXT(Opportunity.StageName)
It says field name doesn't exist.
I know you should use the wizard, but the wizard doesn't even give me the Opportunity object to display the stage field.
I also tried creating a custom opportunity field Test that displays the stage and then using this formula in my Contact object field creation:
TEXT(Opportunity.Test__c)
Still nothing. Any Help would be GREATLY appreciated.
Thank you.
TEXT(Opportunity__r.Test__c)
I have two related objects the Contact object with a related object called Board Member Tracking. On the Board Member Tracking object there is a section called Member Position and Service Duration which has 10 individual picklists, one for each type of Board Member. I've been asked to make the contents of these fields visible on the Contact object, so they can be used in creating List Views that show those results. I can't seem to get this to work. Can anyone help with the solution and an example of how this can be executed as a Cross Object formula. Thanks in advance.
IF( ISPICKVAL ( Account.Rating = Hot, "HIGH" ))