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hitzhitz 

Formula fields On Task

Hello Experts,

 


Is there a possibility to view Account or any Other Customer/Standard Objects fields value on Task Screen using formula or workflow? Don't want to update via Apex Code class/Batch class.

Best Answer chosen by Admin (Salesforce Developers) 
Kiran KurellaKiran Kurella

To view custom / standard object fields, you need to add a look up field first and update it with workflow rules and add formula fields to view dependant fields. For example, to view Lead information, add a new field "LeadId" and update it with WhoId using Workflow (WF) rule, if  the whoId starts with 00Q. 

 

Not sure whether we can leverage winter 13 polymorpism and would be nice to have that feature in formulas as well.

 

http://blogs.developerforce.com/tech-pubs/2012/09/soql-polymorphism-or-how-i-learned-to-love-the-polymorphic-relationship.html

All Answers

Avidev9Avidev9
Formula should work for account object I guess. But you wont be able to pull other object details
Kiran KurellaKiran Kurella

To view custom / standard object fields, you need to add a look up field first and update it with workflow rules and add formula fields to view dependant fields. For example, to view Lead information, add a new field "LeadId" and update it with WhoId using Workflow (WF) rule, if  the whoId starts with 00Q. 

 

Not sure whether we can leverage winter 13 polymorpism and would be nice to have that feature in formulas as well.

 

http://blogs.developerforce.com/tech-pubs/2012/09/soql-polymorphism-or-how-i-learned-to-love-the-polymorphic-relationship.html

This was selected as the best answer
hitzhitz

Really Expert