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dev1010dev1010 

lookup from one object to another

I need to populate certain fields in one object using a field lookup from this object to another object (similar to a lookup in Excel). Can some one please let me know if this is possible.

 

For example:

Object 1: Customers :  Fields in this object - Customer Name, City, Industry

Object 2: Orders : Fields in this object - Order Number, Customer Name, City, Industry

 

In Object 2 when I use lookup and populate the Customer Name , I want the other fields - City and Industry  to autopopulate using the Customer Name lookup between the two objects. Is this possible for custom objects.

Jeremy.NottinghJeremy.Nottingh

Sure, it just takes a custom Formula field. When creating the field, make sure to use the Advanced tab on the Formula editor. Let me know if you need more help!

 

Jeremy