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Using lookup objects fields in Formula in salesforce

开发者 https://www.devze.com 2023-02-10 13:51 出处:网络
Can i create a formula using a lookup object fields? For instance i have a custom object and got a lookup with account

Can i create a formula using a lookup object fields? For instance i have a custom object and got a lookup with account

i 开发者_StackOverflowneed a formula which uses a field from the account object

For eg.

 "PJ_"&SHORTNAME&"_"&UNIQUE-SEQ-NUM (UNIQUE)

Where shortname is a field in account object.. If using formaula is not possible is there anyway to achieve it?

Thanks

Prady


Yes, if your lookup field in the custom object is called account, then you can traverse the relationship in your formula by using Account__r, e.g

"PJ_" & Account__r.Name

Will concat in the related accounts name value

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