I've spend days searching and made countless attempts and still cannot get this to work. please help.

I simply want to access parent object fields, in this case the parent account record, in a formula in a custom object that has Account as its parent.   From what I read, I should be able to simply state account.name in a formula but I get " Error: Field account does not exist. Check spelling."

I then attempted to duplicate what's in the Salesforce docs https://developer.salesforce.com/page/An_Introduction_to_Formulas which states, "For example, enter Contact.Account.Name to reference the Account Name for a contact associated with a case in a formula field on the Case object."

So I created a custom field in the Case object, then copy/pasted Contact.Account.Name from above. Error message was " Error: Field Contact does not exist. Check spelling.".  So apparently the salesforce documented expression doesn't work. 

I'm at my wits end, taking 2 days and many hours of attempts, getting nowhere. 

It seems something is not right as the field dropdown only shows this in the formula editor in both the Case field test and my own custom object




Please help.  If I want to access the account name (or any other account field) in my custom object text field formula.  The object is a child of the Account record. 

Thank you!

I've spend days searching and made countless attempts and still cannot get this to work. please help.

I simply want to access parent object fields, in this case the parent account record, in a formula in a custom object that has Account as its parent.   From what I read, I should be able to simply state account.name in a formula but I get " Error: Field account does not exist. Check spelling."

I then attempted to duplicate what's in the Salesforce docs https://developer.salesforce.com/page/An_Introduction_to_Formulas which states, "For example, enter Contact.Account.Name to reference the Account Name for a contact associated with a case in a formula field on the Case object."

So I created a custom field in the Case object, then copy/pasted Contact.Account.Name from above. Error message was " Error: Field Contact does not exist. Check spelling.".  So apparently the salesforce documented expression doesn't work. 

I'm at my wits end, taking 2 days and many hours of attempts, getting nowhere. 

It seems something is not right as the field dropdown only shows this in the formula editor in both the Case field test and my own custom object




Please help.  If I want to access the account name (or any other account field) in my custom object text field formula.  The object is a child of the Account record. 

Thank you!