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I have a custom object in Salesforce that tracks ticket purchases for our organization. Within the custom object, we have a formula set up for "Purchaser's Address" and "Purchaser's email". The formulas are as follows

 

Purchaser's Address: Contact__r.MailingStreet & BR() & Contact__r.MailingCity & ", " & Contact__r.MailingState & " " & Contact__r.MailingPostalCode

 

 

Purchaser's Email: Contact__r.Email

 

We recently changed over to Person accounts, but the formula is set up to capture Contact information, not person accounts. I'm not familiar with the necessary syntax, so I have been unable to get these two fields to function properly. If someone would help me with the text that needs to replace "Contact" in these formulas it would be greatly appreciated.

I have tried to import data for a custom object that tracks ticket purchases for our organization. According to the import wizard:

 

"Ticket Details records have lookup relationship fields that you can set to link Ticket Details with existing records in salesforce.com."

 

The lookup relationship fields that we are trying to link are existing Person Accounts. The wizard seems to recognize all of the fields that we've mapped in the csv file, but when the ticket detail is created, it does not contain the "Purchaser" field (Person Account Name). This is problematic because it is just creating ticketing details without linking to the appropriate account.

 

Does anyone have any experience with this? Any known fixes that would enable us to import this custom object while linking it to Person Accounts?

 

Thanks in advance!

When creating contacts, organization (account) type use to auto-generate a one-to-one individual relationship. Now it's forcing us to manually enter an Organization (account) and create an organization for each individual contact. SF basic said it was a formula issue, however we never changed the formula.

We created a custom object, ticket details, to track ticket purchase history. Right now that custom object only talks to the object contacts. We also need this custom object to talk to organizations (accounts) to view ticket purchase history there as well. How do we create this cross object formula field?

When creating contacts, organization (account) type use to auto-generate a one-to-one individual relationship. Now it's forcing us to manually enter an Organization (account) and create an organization for each individual contact. SF basic said it was a formula issue, however we never changed the formula.