My first Cross-Object formula
In my brand new Summer ‘08 pre-release dev environment I created a formula field on Opportunity that looks up to the related Campaign:
IF(NOT(ISNULL(CampaignId)),HYPERLINK("/" & CampaignId, Campaign.Name ),"")
Which is a hyperlink to the Campaign to which an Opp is related.
Why, you might ask. Because for some reason, Campaign isn’t available in the Related List for Opportunities on the Contact Page Layout. And sometimes it’s nice to see giving history along with the Campaigns those gifts came in from. I had a customer ask me for this today, as a matter of fact.
Would be even nicer if I didn’t have to fake it, but this will do.
May 8th, 2008 at 7:39 am
Nice!
Who did you have to bribe to get hold of a pre-release org?
May 8th, 2008 at 11:51 pm
I did one too and am amazed at how far you can traverse relationships!
I created a formula field on the License Objects that traversed the following path:
License –> Contact –> Account –> Case (I created a lookup field for this test) –> Contact –> Account City
It displayed that Account’s City from the very end!!! This is a huge bit of functionality.
May 9th, 2008 at 12:11 am
[...] Steve’s lead, I tried my own cross-object formula using the Summer ‘08 pre-release org I get to use as an [...]
May 12th, 2008 at 5:17 pm
Pre-release Summer 08: https://prerelwww.pre.salesforce.com/form/trial/prerelease_summer08.jsp
May 20th, 2008 at 3:33 pm
Does this work from activities to leads? I’d love to be able to change lead status from the call log page
May 20th, 2008 at 3:43 pm
These formulas are read only, so they won’t help with editing data.