• Xavier Vincent 8
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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?




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
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