Hello, do you want to know about “How to Create Cross Object Formula Field in Salesforce?”. In this post we will discuss about create cross object formula field in salesforce, cross object formula field in salesforce, how to create cross object formula in salesforce.
What is Cross Object Formula field in Salesforce?
The Salesforce Cross Object formula field displays the data of one object with another related object by referencing the data in the related record.
Example: – If the invoice is related to another object, we can get the field of another object and fill the values in the invoice. As in the previous Salesforce tutorial, invoices are associated with hospitals. Hospital is a parent object of invoice. If we want to create a hospital email address field for each Invoice record, then we can create a hospital email field in the Invoice record using the Salesforce Cross Object Formula field.
Formula Fields Limitations and Importance in Salesforce.
A formula field is a system-generated custom field of the Formula data type. This is a read-only field, which means we cannot edit the Formula field.
- A formula field in a read-only field. The Formula field retrieves a value from a Formula expression.
- When the source field changes automatically, the Formula field changes (updates).
- A Salesforce formula is used to calculate custom fields, validation rules, flow logic, and more.
- We use the Formula Editor to create a formula in Salesforce.
How to create Salesforce Cross Object Formula field?
Here I create a Salesforce Cross Object formula field (hospital email address) in the invoice object.
Go to the Setup – Build – Create – Object – Invoice – Custom Fields and Relationships – New.
Step 1:- Need to Create a New custom field.
Create a new datatype custom formula field and click Next.
Enter the field label and field name and select the appropriate return type and click Next as above.
Now go to the Insert field => Invoice => Hospital Object => Email =>Insert.
Now click on the Next button.
Now click Next button to save all settings.
How Salesforce Cross Object Formula field works?
Now go to the Invoice record and we can check if the hospital email field is available in each billing record as shown below.
Conclusion
Here we clearly understood the What is Cross Object Formula fields and How to create custom Cross Object Formula field in Salesforce.com.. In our upcoming Salesforce tutorials, we’ll learn Validation Rules in Salesforce.