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eriklang Can I make a formula field that grabs one record from a master-detail relationship based on filter criteria?
Can I make a formula field that grabs one record from a master-detail relationship, based on filter criteria?
Example: Account object has a list of team members (Users). Can I make a formula field on the Account object, to show the team member whose role is Implementation Consultant?
If I can't do this with a formula field, is there a different way to do it?
Example: Account object has a list of team members (Users). Can I make a formula field on the Account object, to show the team member whose role is Implementation Consultant?
If I can't do this with a formula field, is there a different way to do it?
if it is some other case, you can do cross object filed update(from child to parent with master detail relationship)
https://help.salesforce.com/HTViewHelpDoc?id=workflow_cross_object_field_updates.htm&language=en_US
In Addition to Balaji Solution , you can Implement Inline Visualforce page on Account detail record