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APathakAPathak 

Not able to access parent field using formula field from child object

We have standard object heirarchy :-

 

Parent Account

Account

Opportunity

Quote

 

i am trying to access a field on parent account from Quote using formula field.

 

While creating this formula field i clicked on the insert field button then navigated upto account but in the account field list the parent account field is not present.

 

Any idea why its not allowing to navigate to parent account fields? Thanks in advance

JitendraJitendra

Hi,

I tries to reproduce your problem, however i am not facing any problem from accessing the Parent Account from Quotes.

 

You can access upto five level of unique relationship in Cross Object Formula fields.

 

Please have a look on below image: