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OSJMgr Using Look-up field in Formula
Hello:
I am trying to reference a look-up field in a custom formula. Unfortunately, the formula ignores the contents of the lookup field. Does anyone have any ideas how I can get around this?
Currently the formula fields will only see the salesforce ID that the lookup field references. It doesn't see the text that is actually displayed within the detailed page. The only way I've been able to get around this is with coding and scontrols which requires more experience than the standard formula fields.
As was mentioned above, you have to use the salesforce ID in your formula rather than the text that is displayed in the field. Just remember to treat it as text in your formula and put quotes around it. Here is an IF statement example: IF (lookup_field, "0013003300C22FR"), "True","False"
You can find the value of the SF ID by clicking on the account record (or whatever item you are performing a lookup on) and everything after the "/" is the ID.