• markl32
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So I called SF Basic support and they said I need a formula to do what I need done, that they can't do formula, and that I should ask here...  So here I am. 

 

I am trying to filter contact views based on a custom field value in the contact's associated account record.  But Account custom fields don;t come up in the logic filter fields under contact views. 

 

So if I could pull in the field value (pick list) from the contacts associated account custom field then it would appear in my view logic filter, and I would be happy. 

 

So I have a account custom field named Account Relationship with multiple pick list text values.  How do I:

 

  • Replicate the vales into a contact custom field
  • For all contacts associated with a given account

 

Thanks team. 

 

 

So I called SF Basic support and they said I need a formula to do what I need done, that they can't do formula, and that I should ask here...  So here I am. 

 

I am trying to filter contact views based on a custom field value in the contact's associated account record.  But Account custom fields don;t come up in the logic filter fields under contact views. 

 

So if I could pull in the field value (pick list) from the contacts associated account custom field then it would appear in my view logic filter, and I would be happy. 

 

So I have a account custom field named Account Relationship with multiple pick list text values.  How do I:

 

  • Replicate the vales into a contact custom field
  • For all contacts associated with a given account

 

Thanks team.