• Saad
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How can I create a Formula field that grabs a value from another object?

In this case I have two custom objects: "Sales Order" and "Sales Order Item" 

In the formula editor my only choices are the Object that I am working in (Sales Order) and other objects like:





If this makes sense...I want to create fields in the "Sales Order Object" that derive their value from the "Sales Order Item" object.



This is actually part of a bigger problem that I am trying to solve with Email Templates that won't allow me to get Merge fields from more than one object in the same template.

i.e. I create an email template that uses my Sales Order object...  the interface lets me select and insert merge fields from other objects both Standard and Custom... but those merge fields don't actually show up when I see the email


Any thought on either would be greatly appreciated


We are a new SalesForce customer (haven't gone live yet) my question is:
               Is it possible for our salesreps who use Outlook web access (2003) to add emails, etc..
               to contacts in SalesForce?
Thank you,

Message Edited by EN on 03-03-2006 01:47 PM

Message Edited by EN on 03-03-2006 01:49 PM

  • March 03, 2006
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