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Topics#Data ManagementPregunta de Jacob Kohler
Jacob Kohler (Textura Corporation) preguntó en #Data Management
18 oct 2016, 14:03

Custom Formula Field that pulls account number but also adds preface text to the number

Is this possible? How to create a formula field on the quote object that will allow the following scenario: 

 

Pull an account's number (custom auto number field on the account object) and place “SE-“ in front of the auto account number field that is generated from Salesforce.

 

Example, if the auto account number is 1234, then the formula would pull that and add SE- to it, making it SE-1234. 

 

 
5 respuestas
  1. Sunil Sarilla (M&G Investments)
    18 oct 2016, 14:11
    Hi Jacob,

     

    Please try the below

    IF(ISBLANK(Opportunity.Account.Account_Number__c), 
    NULL, 
    "SE-" + Opportunity.Account.Account_Number__c
    )

     

    Please use the insert field button to select the field API Name of auto account number field by navigating to

     

    Quote > Opportunity > Account > Custom Auto Number field
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