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AxonifyLauraAxonifyLaura 

Autopopulate to Contact Fields from Account Fields Formula Help Required

I am looking for a formula that will allow me to autopopulate a field in contacts based on the content from a field in accounts. Specifically, 2 fields - "Type" and "Industry". Both are single drop-down.

Best Answer chosen by Admin (Salesforce Developers) 
Navatar_DbSupNavatar_DbSup

Hi,

 

You can create a formula field with text type in contact objectand use the below formula in formula field.

 

For account type:

 

text ( Account.Type )

 

For Account industry:

 

text(Account.Industry )

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

 

All Answers

Navatar_DbSupNavatar_DbSup

Hi,

 

You can create a formula field with text type in contact objectand use the below formula in formula field.

 

For account type:

 

text ( Account.Type )

 

For Account industry:

 

text(Account.Industry )

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

 

This was selected as the best answer
AxonifyLauraAxonifyLaura

It worked, thanks!
Steve :-/Steve :-/

Hi Laura,

If you just need to make those 3 fields visible from the Contact detail page you can use a non-coding option by adding the fields to the Mini-Console view on the Account page layout.  This will add the Industry and a Type to the pop-up window when the user mouses-over the Account name on the Contact record.