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VLookup in Salesforce?
Hi all, I'd like to have a formula field that populates with a name based off of the zip code on a Contact record. The idea is that a Senator or Legislator name would be populated based off of a zip code. I'm imagining something like a VLookup in Excel, but in Salesforce. It's out of the question to write a huge nested conditional formula to pull the info. Is there any way to store something in Salesforce that can be updated, that a formula field can reference to pull information from, similiar to an excel VLookup?
Thanks!
Thanks!
Please refer to this post:
https://success.salesforce.com/answers?id=90630000000gyFzAAI
Thanks,
Pratik
All Answers
Please refer to this post:
https://success.salesforce.com/answers?id=90630000000gyFzAAI
Thanks,
Pratik
Thanks again!
If you have a custom object for Legislator and the Legislator record has a zip code field, you could use Lookup Helper to automatically populate the lookup field on the Contact record based on the Billing Zip of the Account/Contact. Lookup Helper can be installed free from the AppExchange: https://goo.gl/LvaVlk
Full disclosure, I work for Passage Technology - the makers of Lookup Helper.