We are trying to build some fields on one object to pull information from another object. We were able to do this on date and text fields using the cross-object formula outlined in the SFDC help. However, there is not a formula type for a pick-list, so how do we create a cross-object formula that will pull a pick-list value from another object? We logged a case with SFDC and received a response that this is possible, but as we have standard support, they couldn't tell us how to do it - very frustrating. We tried the ISPICKLIST based off another post, but couldn't get that to work with the cross-object formula; maybe we're just missing a set of parentheses - has anyone built this type of formula successfully?
I built a report that has 579 results. If I export the report directly to excel, then all 579 records are exported. However, when I import the same report via the excel connector, then only 239 records are exported, and I can not determine why certain records are not being pulled from the report, since it works completely when I export directly from SFDC. Any ideas?
We are trying to build some fields on one object to pull information from another object. We were able to do this on date and text fields using the cross-object formula outlined in the SFDC help. However, there is not a formula type for a pick-list, so how do we create a cross-object formula that will pull a pick-list value from another object? We logged a case with SFDC and received a response that this is possible, but as we have standard support, they couldn't tell us how to do it - very frustrating. We tried the ISPICKLIST based off another post, but couldn't get that to work with the cross-object formula; maybe we're just missing a set of parentheses - has anyone built this type of formula successfully?
I built a report that has 579 results. If I export the report directly to excel, then all 579 records are exported. However, when I import the same report via the excel connector, then only 239 records are exported, and I can not determine why certain records are not being pulled from the report, since it works completely when I export directly from SFDC. Any ideas?
