Hello! I have a similar question to one that was already answered. My accounts include a "Type" field with particular drop-down options. I already have a lookup formula in contacts that looks at and populates a field using whatever was in teh accounts field. I need a formula within my Campaign Members fields that looks up this value from, I assume, the contact. I can't seem to figure it out. If the contact is there, I need it to populate the field based on the matching account/contact field. If there's no match, it should remain empty.
I've played with the formula Shannon provided but can't seem to figure it out. Any help?
I have a custom field (Score) on both my contact and lead objects that I want to includein campaign member reports. Since the report interface does not allow me include custom fields, I need to create a custom formula field (let's call it CMScore) on the Camapign Member object that pulls this data from the lead/ contact field. Can someone explain to me what syntax to use for the formula- i'm a newbee and nto familiar with using formulae.
This is essentially what it needs to do:
Lead.Score if CampaignMember is a Lead
Contact.Score if CamapignMember is a Contact
Any help is greatly appreciated!