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Penny Zibrowski
Formula to pull Account Custom Fields into Contact Records
I need an Account Custom Field to be viewable in the Contact Records for that Account. Would I need to build a formula for this or some other way?
Not sure which category this would fall under so I just picked one! Thanks in advance for your help.
Not sure which category this would fall under so I just picked one! Thanks in advance for your help.
If it is just for viewable purpose, formula field will work.
Note: Formula fields will not work in case of referring to "Long Text Area" type fields.
Thanks,
Balaji