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Pranita GujarPranita Gujar 

Formula field (cross object)

Hi Guys, can anyone help me on cross object formula field? If any material available please post.
Rishikesh Kiran JadhavRishikesh Kiran Jadhav
This may help
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_cross_object.htm&language=en_US
PrasathPrasath
https://help.propertybase.com/hc/en-us/articles/202899786-Cross-Object-Formula-Fields-linking-data-from-different-objects
Alice SmithAlice Smith
Here are the steps to Create Formula Field:
  1. Open Accounts page from setup
  2. Create New Field
  3. Select Formula and click Next
  4. In Field Label, type Label for the formula field.
  5. Select the type of data the formula should return.
  6. Click Next. (Formula Editor will get open.)
I have successfully implemented these steps to create formula field for my existing project (http://www.followthesteps.net/).