function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
clabiancaclabianca 

formula that pulls data from a different table

I want to create a formula that displays data from the account table on the opportunity table.  I tried putting

!tablename.fieldname and tablename.fieldname but when I check the syntex "error: field tablename does not exist."  But tablename is not a field it is the table.  I hope I am making sence here :)  Any suggestions.

Steve :-/Steve :-/

Can you post the exact formula that you are using? (use the Code Clipboard) or post a screenshot from your Formula Setup?

Steve :-/Steve :-/

Also, I would recommend using the Formula Wizard to make sure that the Object references and relationships are valid.

PilkoTechPilkoTech

Look at "cross object formulas" in SFDC help.  You should be able to use something like {!Opportunity.Account.City} to return the Account's city from inside the Opportunity tab.