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kmckay9 Formula: Account ID on a custom object related to an Account
Hi,
I have a custom object "Customer Deal Sheet" that a rep can create off of any Closed Won opportunity. I added a lookup relationship field called Account, so the rep can choose which account the deal belongs to (Ideally this would auto populate from the account selected in the Opportunity).
I also need a way to pull in the Account ID into a field on the Customer Deal sheet. I understand that I could just add a blank text field, but if that's the case this field will never get filled in.
Can anyone help with formulas to automatically pull in the Account and Account ID into my custom object "Customer Deal Sheet"?
Thanks!!
So when you create a custom formula field on Customer Deal Sheet, you cant see something to the effect of this?
Click the Insert Field button and a pop-up shows
Custom Deal Sheet > Opportunity > Account > Account ID You have selected Opportunity_Account_ID [Insert] button?
All Answers
You should be able to create a new custom formula field on your object and then click the "Insert Field" button, click "Opportunity >", then click "Account >", then click the Account ID field and insert it into the formula editor.The field will now display the Account ID.
You should be able to do this with both the Account Name and Account ID.
I'm only presented with the option to select Field Type : Customer Deal Sheet.
So when you create a custom formula field on Customer Deal Sheet, you cant see something to the effect of this?
Click the Insert Field button and a pop-up shows
Custom Deal Sheet > Opportunity > Account > Account ID You have selected Opportunity_Account_ID [Insert] button?
Hi,
Here are the options from the field type pull-down menu
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