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Alex Makk
Primary Contact on Custom Object using custom field with formula
Hi all!
I am trying to create a field on cutom object that will display Account Primary Contact (First Name Last name) on it. On contact page I have dropdown where I select Role for the contact.
I was thinking if that is possible to do with the formula. But not sure how to implement it right.
Here is suggested solution I found http://salesforce.stackexchange.com/questions/97479/formula-field-to-show-primary-contact-name-on-account-object
But the case is that, I want use field values now and not to wait intil they created/edited.
Thank you for helping me out!
I am trying to create a field on cutom object that will display Account Primary Contact (First Name Last name) on it. On contact page I have dropdown where I select Role for the contact.
I was thinking if that is possible to do with the formula. But not sure how to implement it right.
Here is suggested solution I found http://salesforce.stackexchange.com/questions/97479/formula-field-to-show-primary-contact-name-on-account-object
But the case is that, I want use field values now and not to wait intil they created/edited.
Thank you for helping me out!
UC Innovation
I don't know how many records you have, but if you set up that process you could just call an update on all your records and the process will take care of everything. That's probably the easiest way to take care of your issue.