• dfpattison
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I am having an issue creating a custom formula /field using the Account and Parent Account fields.

 

For some reason when I go to the account set-up and click:

 

Fields > Create New Field > Data Type Formula > Text (and create a new string formula

 

I cannot find the Parent account field to insert into the formula. The word Parent does not work either..Essentially I want to create a field that checks for a parent, if the parent is blank then the field uses the account name. I was thinking about using the following formula... but, does not seem to be the correct syntax

 

IF(ISNULL(Parent), Account, Parent)

 

 

Thanks for you help!!

I am having an issue creating a custom formula /field using the Account and Parent Account fields.

 

For some reason when I go to the account set-up and click:

 

Fields > Create New Field > Data Type Formula > Text (and create a new string formula

 

I cannot find the Parent account field to insert into the formula. The word Parent does not work either..Essentially I want to create a field that checks for a parent, if the parent is blank then the field uses the account name. I was thinking about using the following formula... but, does not seem to be the correct syntax

 

IF(ISNULL(Parent), Account, Parent)

 

 

Thanks for you help!!