+ Start a Discussion

Account Owner Name - via formula

Hi All,


I am trying to pull in the Account Owner's Name to a custom object using a formula. However just see an option for the Account Owner ID.






I am assuming you are having a look up relationship to the Account from your custom object.

I would to it in 2 steps:



Create a Formula field (Account_Ownername__c) on the Account object to pull the Account Owner Name.

From Account, Owner.Name should give you the Account Owner Name.



Create a formula field on your custom object to pull the Account ownername from Account_Ownername__c field.

From your Custom object, Account__r.Account_Ownername__c should give you the owner name.


Hope it helps.




From the Account you can do CreatedBy.FirstName.  But you can't access the profile record using Owner.Name.


Seems to me there ought to be some way to do this.



Ankit AroraAnkit Arora

You can not access the owner name in formula.


An idea over this : http://success.salesforce.com/ideaView?c=09a30000000D9y3&id=08730000000IJugAAG


Similar Idea : http://success.salesforce.com/ideaview?id=08730000000BqiPAAS


Now if you want to get owner name then write trigger which will fetch the owner name and will update it in your field.



Ankit Arora

Blog | Facebook | Blog Page

Tyler MowbreyTyler Mowbrey
I know this is a really old thread but I want to add a solution:

You can do something similar to this - Contact.Account.Owner.FirstName + ' '+  Contact.Account.Owner.LastName
I'm still trying to figure out how to do this? Is there a solution?
Tyler MowbreyTyler Mowbrey
Account__r.Name Please Excuse Typos - Sent via Mobile Device
That will bring the Account Name in but not the Account Owner's name.
Tyler MowbreyTyler Mowbrey
Account__r.owner.firstname & ' ' & Account__r.owner.lastname Please Excuse Typos - Sent via Mobile Device
AWESOME! Thanks Tyler - that worked! Much appreciated

What is the "Account__r"? Is it custom field?

I need to pull opportunities including 'Created By' field, and the field for that is "CreatedById" in documentation. However, I need The name of the creator except the id. And perhaps I cannot use custom field, because users will connect their salesforce account and it will be vary from account to account.

Any idea?

Beatrice DickBeatrice Dick
I just came across the same issue. It is not working through "Insert field" but (only OwnerId), but if you type it in, as Tyler suggested, it is working. My formular looks slightly different though: 
Account.Owner.FirstName & " " & Account.Owner.LastName