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Cross Object Formula Field question
Hey folks,
New to Salesforce and the community; I'd appreciate help on a cross object formula field problem.
I've set up a custom field in my Opportunities area as a name lookup to link the opportunity to a specific contact at the target company. I'd like that lookup to also pull the mailing address, phone number and email for the contact into the opportunity record.
I was able to use simple cross object formula fields to pull the phone and the email by using the format ("custom lookup field name"__r.Phone) and ("custom lookup field name"__r.Email), but I can't see to get it to work for ("custom lookup field name"__r.MailingAddress).
I've tried various iterations of the MailingAddress (Mailing Address; Mailing; Address; Mailing_Address) but all deliver syntax errors.
Anyone know what I'm doing wrong?
Thanks for your help.
Hi,
Mailing Address is not available as a whole. You need to use "MailingCity", "MailingStreet", "MailingCountry" seperately.
Thanks
All Answers
Hi,
Mailing Address is not available as a whole. You need to use "MailingCity", "MailingStreet", "MailingCountry" seperately.
Thanks
And one more thing, you should not use the field names like Mailing Address, Address etc. on your own. Every field has one unique API name and you should use that. You should use "Insert Field" button in the Enter Formula (step 3) to find out the field API name.
Hope this helps.