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Surfsock Cross Object Formula to map a custom field (drop down) in Accounts to Contacts - Help please.
Hi,
There is a custom field, one called Industry (a drop down list) in Accounts called Industry. I would like to see this in Contacts. I could create a new field but I would prefer to map the one from accounts. Is there a solution for this? Can you share it? I'd be most appreciative.
Thanks in advance
~S
1. If the contact industry is always the same as the account's industry and you don't want users to update the contact industry, then you can create a formula field that pulls in the account's industry, Account.industry__c. So if the account's industry changes, the contact's industry is automatically reflected.
2. If the industry field on Contacts is a drop down list, then you'll have to create one workflow with one field update for each industry picklist value. This is a current limitation with SFDC WFR that you can only set one field update value for a picklist field. Therefore, the logic will have to reside in the WFR vs the field update.
If all you want is to display whatever is selected in the Account.Industry picklist on the Contact page here's what you need.
Create a Formula(Text) field on the Contact object.
Then use the Cross-Object Formula Wizard to reference the field on the Account object.
Your formula will be
Are you all set now, or do you still need help with anything?