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Wilhite Cross custom object formula
I work for a non-profit and have the non-profit Salesforce package. We have a custom object called "Affiliations" in order to link Individuals with Organizations. I am trying to create a field in Contacts that shows the contact's Affiliation. However, when I put in the field "npe5_Affiliation_c" or the field "npe5_Organization_c" and run the syntax check, I get an error that the field does not exist. I have checked and rechecked and the field does exist. What am I doing wrong?
Try using npe5_Affiliation__c or npe5_Organization__c. It seems that you are using _c instead of __c. While creating the cross formula fields, try using Insert Field button. It helps you fetching the existing field names.
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You were right about the double underscore. But it is still telling me that the field does not exist. I'm baffled because I go to the custom object and click on the field "Organization." It lists its API name as npe5__Organization__c. But the formula will not accept it.
What I am needing is the ability for the Contact page to list Organizational Affiliations (a custom object) in the Contact Details section.