I want to create a field on the Opportunity object that automatically populates with the primary contact's email. Is this possible with a formula?
Oh great, then the fact it's only a text field shouldn't matter.
When you create a new field, select formula, with return type 'text' and click 'Next'.
Make sure you're on the 'Advanced Formula' tab and click the 'Insert Field' button:
In the pop up box you will see all the fields on the Opportunity record including the 'lookup fields', which will have an arrow next to them.
Scroll until you find the 'Primary Contact >' option and click it. You are then looking at all the fields on the Contact record linked via the 'Primary Contact' field on your Oppty.
Find and select the email field. Hit Save.
That should then find and return the email address from the Contact record linked to each Oppty via the 'Primary Contact' field.
Hope that helps!
Hi @Libby Posadas! Thanks for your response. A text field is all I need (for right now at least). I am wanting to populate it so that I can use the email as a "lookup" field in a Zapier. I am playing with integrating SF and Quickbooks and want it to lookup to see if a contact already exists in QBO (by comparing emails) when an opportunity is closed won.
@Libby Posadas - what could be the reason that I don't see the " 'Primary Contact >' options? I am using Advanced formula and I scroll the list of fields I could insert but Primary contact options are not there.
Hi @Chandler Ferguson you could return the linked Contact's email to a text field, but it would depend on what you then want to use it for, as that won't be able to be used as an email address for emails etc. Tell us a bit more!
