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Pranita Gujar
Formula field (cross object)
Hi Guys, can anyone help me on cross object formula field? If any material available please post.
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https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_cross_object.htm&language=en_US
1 . http://www.infallibletechie.com/2013/08/cross-object-formulas.html
2 . http://www.infallibletechie.com/2014/05/how-do-i-use-formula-field-to-capture.html
3 . video link : https://www.youtube.com/watch?v=hD8ufbFZ9m0
Please let me know further help.
Please mark as best answer if your problem get solved.
Thanks,
Jagadeesh
- Open Accounts page from setup
- Create New Field
- Select Formula and click Next
- In Field Label, type Label for the formula field.
- Select the type of data the formula should return.
- 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/).