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yelverton1 Cross Object Formula? (Opportunity / Opportunity Products)
I am not sure if a cross object formula is the answer, but here is what I think I need.
In order to pull list of accounts that purchased specific products during a specified time period, I would like to create a formula field in Opportunities that lists every item code associated with that Opportunity from the line items (Opportunity Products). I do not know how to create a cross object formula, much less one that can list multiple values.
This would also allow us to use the Marketo app to pull email lists for those accounts.
Thanks in advance for any instructions, suggestions or questions. Eric
Hi Eric,
In a cross object formula field, you can only move up the hierarchy, meaning, you can refer parent fields from a formula field in the child and not the other way around. I think you may have to go for a trigger to solve the purpose.