How do you autopopulate a custom object field with data from a pricebook?

Question

I have tried to create a Price book look up field in the custom object and then create a formula field to set the custom object field, in this case product code, equal to the product code in the price book but it appears that I can only set the field equal to a price book field. The field I need to set it equal to is actually a price book entry field.

Ines Garcia · Answer

Hi Lakisha,

For what I can read seems that the custom object should be related to the pricebook entry object and not to the price book.

Amend the look up.

Add a cross object formula field 3 level deep.

Tada!

Ref CrossObjectFormula Fields: https://help.salesforce.com/HTViewHelpDoc?id=fields_creating_cross_object_notes.htm&language=en_US

Hope this helps. Best,

Ines

How do you autopopulate a custom object field with data from a pricebook?

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