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dfpattisondfpattison 

Custom Formula Field

I am having an issue creating a custom formula /field using the Account and Parent Account fields.

 

For some reason when I go to the account set-up and click:

 

Fields > Create New Field > Data Type Formula > Text (and create a new string formula

 

I cannot find the Parent account field to insert into the formula. The word Parent does not work either..Essentially I want to create a field that checks for a parent, if the parent is blank then the field uses the account name. I was thinking about using the following formula... but, does not seem to be the correct syntax

 

IF(ISNULL(Parent), Account, Parent)

 

 

Thanks for you help!!

Best Answer chosen by Admin (Salesforce Developers) 
dfpattisondfpattison

I used a slightly different version becuase the ISNULL would not work. I dont know why....

 

IF(Parent.Name ="", Name, Parent.Name) 

 

Thanks for your help! You got me on the right track.

All Answers

lee_carter73lee_carter73

i think this is the right syntax not sure how it will work though

 

IF(ISNULL(ParentId), Name, Parent.Name)
 
Message Edited by lee_carter73 on  02-27-2009 01:50 PM


dfpattisondfpattison
I used a slightly different version becuase the ISNULL would not work. I dont know why....
 
IF(Parent.Name ="", Name, Parent.Name) 
 
Thanks for your help! You got me on the right track.
This was selected as the best answer