• Xavier Vincent 8
  • NEWBIE
  • 0 Points
  • Member since 2016

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 2
    Replies

Hello

 

Say a user 'John' has a role 'X' and is set as an Account Team Member for an Account (say ABC Corp), who has a contact 'Mark Twain' .

 

I want to pull the value of the username with a role 'X' in the Account Team of an Account, and then consequently display it in a custom text field CF__c in the Contact object.

 

In short, I want to display username of John in the CF__c of the contact Mark.

 

Is there a way using a formula, I can set the CF__c?

 

Thanks

 

Does anyone know how to get the value of the Account Team Members to the Account object?  My issue is that I have a custom object with a master-detail relationship to the Account object.  On my custom object, I would like to list one of the Account Team members if they are a certain role.  The only way I can see to do this would be to have the value of the Account Team on the Account level either as a text field or a lookup field.  I don't need it to be a lookup field on my custom object, just the first and last names.  Can anyone help or at least let me know if it's possible?  Thanks

  • September 25, 2012
  • Like
  • 0