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Wednesday
Dec262012

Cross Object Formula Fields

Salesforce allows for cross-object referencing

In many Salesforce orgs, it's become a great need to be able to reference fields of an object to a field in another object. Fortunately, Salesforce allows for cross-object referencing and in this tutorial I'll show you a greate way to map a field to both Accounts and Contacts on convert:

 

This code allows a Cross Object formula field to get the value of the field on contact and account:

 

TEXT(MY_PICKLIST_FIELD_ON_ACCOUNT)

 

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