function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Jason FeldmanJason Feldman 

How to create a formula field to auto-fill from another object

I want to create the following formula field, but I am not sure how to go about doing this:

If the picklist of "Primary Lead Source" or "Secondary Lead Source" is equal to "Client", then the formula field should display the Account field called "Account(Display)".  The Account Display is another formula field that combines Account Name, Organization Type, and State. 
Cyrus TalladenCyrus Talladen

Assuming you have already made the necessary relationship between the two objects, you can try this:
  
IF(OR(ISPICKVAL(My_Field__c, "Primary Lead Source"), ISPICKVAL(My_Field__c, "Secondary Lead Source") ) == "Client" ), Account.Display__c, NULL )

looks like you have some nested fields and formulas so you should be careful of the return types of your formulas

Cyrus Talladen
CRM Engineer
www.levementum.com